Jeffrey S. Phelps

Partner & Head of Equity Management Portfolio Manager-Equity Income at Avalon Advisors LLC

Jeffrey S. Phelps

Jeffrey S. Phelps

Partner & Head of Equity Management Portfolio Manager-Equity Income at Avalon Advisors LLC

Overview
RelSci Relationships

382

Number of Awards

1

Relationships

Partner, President of Avalon Wealth Management & Client Advisor at Avalon Advisors LLC

Partner Client Advisor at Avalon Advisors LLC

Former Founding Partner at Avalon Advisors LLC

Managing Partner at Avalon Advisors LLC

Managing Partner, Chief Investment Officer & Portfolio Manager-US Core Equity at Avalon Advisors LLC

Managing Director Client Advisor at Avalon Advisors LLC

President & Chief Executive Officer at Avalon Advisors LLC

Co-Founder at Platform Partners LLC

Managing Partner at Avalon Advisors LLC

Partner & Chief Operating Officer at Avalon Advisors LLC

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Jeffrey S. Phelps
Partner & Head of Equity Management Portfolio Manager-Equity Income at Avalon Advisors LLC
Education
BS in Nuclear Engineering
Class of 1978

Penn State is a multicampus public research university that educates students from Pennsylvania, the nation and the world, and improves the well being and health of individuals and communities through integrated programs of teaching, research, and service. Penn State, founded in 1855 as an agricultural college, admitted its first class in 1859. Today Penn State is one of four “state-related” universities (along with the University of Pittsburgh, Temple University, and Lincoln University), institutions that are not state-owned and -operated but that have the character of public universities and receive substantial state appropriations.

BA in Physics
Class of 1978

Lincoln University is a premier, Historically Black University that combines the best elements of a liberal arts and sciences based undergraduate core curriculum, and selected graduate programs to meet the needs of those living in a highly technological and global society.

Career History
Partner & Head of Equity Management Portfolio Manager-Equity Income
2007 - Current

Avalon Advisors employs a fundamental, long-term approach in evaluating securities, seeks a return reflective of the underlying asset class for each account, and (where possible) aims to maintain lower volatility. The firm will raise cash reserves during periods of unusual market risk, but generally seeks to maintain a fully invested posture over a typical market cycle. Securities selected are generally expected to be held to be held for long-term capital gains, with the goal of providing higher after-tax returns. Avalon may suggest that clients invest in private funds some of which are managed by Avalon. They may also utilize hedging, options or derivatives and leverage to achieve investment objectives and may, for temporary defensive purposes, hold a significant portion of an account's assets in cash or cash equivalents should circumstances warrant.

Lead Portfolio Manager
2002 - 2005

Smith, Graham & Co. Investment Advisors, L.P. is an SEC registered investment advisory firm. Founded over twenty years ago, we specialize in managing fixed income and equity assets for institutional clients. Smith Graham’s mission is to provide superior investment management services which surpass client objectives while adhering to the highest standards of discipline and integrity. We recognize that the success of our firm is based on our ability to deliver consistent investment outperformance to our clients. The business model that we employ to excel at meeting our clients' investment goals and objectives has four cornerstones. The first cornerstone is our commitment to attracting the brightest and most experienced professionals in the industry. The second cornerstone is our investment teams' adherence to investment philosophies that are well articulated and relevant to the actual workings of the world's bond and stock markets. The third cornerstone is our disciplined and balanced approach to developing investment strategies. The final cornerstone is our ability to implement our strategies through investment processes that are practical and repeatable. Our Partnership Perspective is the centerpiece of our competitive strategy and it gives us an edge in the marketplace where investment managers traditionally operate solely as vendors of performance. Our commitment, in each client relationship, is to elevate our level of responsiveness and understanding of specific objectives to that of a partner. We see ourselves as an extension of our clients' operations where we provide, in addition to performance, significant depth of investment management talent and experience, versatility, and best in class client service. One of the nation's largest minority-owned institutional investment managers, Smith Graham manages approximately $5 billion in assets for a broadly diversified client base.

Lead Portfolio Manager, Large Cap Core Equity Funds
Prior

Chase Asset Management is directly authorised and regulated by the Financial Conduct Authority. The company ethos is based upon individual advice tailored to the client's needs and aspirations.

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Boards & Committees
Member, Executive Officer
Tenure Unconfirmed

Avalon Advisors employs a fundamental, long-term approach in evaluating securities, seeks a return reflective of the underlying asset class for each account, and (where possible) aims to maintain lower volatility. The firm will raise cash reserves during periods of unusual market risk, but generally seeks to maintain a fully invested posture over a typical market cycle. Securities selected are generally expected to be held to be held for long-term capital gains, with the goal of providing higher after-tax returns. Avalon may suggest that clients invest in private funds some of which are managed by Avalon. They may also utilize hedging, options or derivatives and leverage to achieve investment objectives and may, for temporary defensive purposes, hold a significant portion of an account's assets in cash or cash equivalents should circumstances warrant.

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Awards & Honors
CFA (Chartered Financial Analyst)
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