Stephen Halkos
Managing Director @SCS
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WORK HISTORY
Managing Director @SCS
Atlanta, GA, US
COMPANY: SCS Financial acquired Edge Capital in February 2025.SCOPE: Asset allocation expertise and investment guidance to foundations, individuals, and family offices. Serve as a key relationship manager for clients focused on alternative investments.
EDUCATION
University of North Texas
BA, Major in Economics, Minor in Music. Graduated cum laude.
The Wharton School
Corporate Finance and Security Analysis
Georgia State University - J. Mack Robinson College of Business
Master of Business Administration
UNC Kenan-Flagler Business School
Master of Accounting
SKILLS
ABOUT STEPHEN HALKOS
Senior investment professional with a proven track record of delivering on financial objectives. Skilled in investment due diligence, asset allocation, security valuation, and investor relationship management. Demonstrated cross-functional leadership skills, with prior roles in finance, accounting, and technology. Currently, as Managing Director at SCS Financial, Stephen provides asset allocation expertise and investment guidance to individuals, family offices, and foundations on both holistic portfolios and custom alternatives mandates. He is also responsible for manager due diligence and capital markets research. In his previous role at Edge Capital, contributions included leading the Asset Allocation Committee in the development of a new risk management framework and building out the firm’s alternative investment offering.Disclosure:The opinions expressed or shared on this page are generally my own and not necessarily those of any third party.
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