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Sam Chase
Senior Portfolio Manager at Stephens Investment Management Group
Sam Chase is a Senior Portfolio Manager at Stephens Investment Management Group (SIMG), where he has been employed since 2004. His primary responsibilities focus on the Consumer Discretionary and Financials sectors. Before joining SIMG, he worked at AIM Capital Management, Inc., where he specialized in research and analysis of small capitalization securities on the AIM Small Cap Growth Fund. Additionally, he has experience from Wachovia Capital Associates, focusing on middle market growth capital investments, and previously served as an analyst in Wachovia Securities' investment banking division.
Chase holds a bachelor's degree in history from Washington and Lee University (1999) and an MBA from Southern Methodist University (2004). He is also a Chartered Financial Analyst (CFA) charterholder.123