Samuel Chase

Samuel M. Chase III, CFA

Sam Chase is a Portfolio Manager with Stephens Investment Management Group. Prior to joining SIMG in 2004, Sam worked for AIM Capital Management, Inc., and was responsible for research and analysis of small capitalization securities on AIM’s Small Cap Growth Fund. Prior to joining AIM, Sam worked for Wachovia Capital Associates where he focused on middle market growth capital investments. Before joining Wachovia Capital, Sam was employed by Wachovia Securities as an Analyst in the firm’s investment banking division. Sam earned his bachelor’s degree in history at Washington and Lee University in 1999 and his M.B.A. from Southern Methodist University in 2004. Sam holds a Chartered Financial Analyst designation. Sam’s primary sector responsibilities include Consumer Discretionary and Financials.

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