Jeffrey S. Phelps, CFA

Jeffrey S. Phelps is a Partner, Head of Equity Management and Manager of the Equity Income Portfolios at Avalon Advisors. Prior to joining Avalon, Jeff served as Executive Vice President for Smith Graham & Co. Investment Advisors where he was both the Lead Portfolio Manager and Chief Strategist for the U.S. Large Capitalization Equity Portfolios for the firm’s nationally recognized institutional clients. Prior to joining Smith Graham, Jeff was a Vice President at Chase Global Asset Management, where he was the Lead Portfolio Manager for the Large Cap Core Equity Funds, approximately $1.5 billion in assets, for the broad range of clients served by the bank’s private banking, institutional, and mutual fund groups. Prior to joining Chase, Jeff spent 16 years with Houston-based Reliant Energy. He is a Chartered Financial Analyst and a member of the CFA Institute and CFA Society Houston.

 

Education

  • Penn State University, B.S. in Nuclear Engineering (1978)
  • Lincoln University, B.A. in Physics (1978)

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Jeffrey S. Phelps, CFA

Partner

Head of Equity Management

Portfolio Manager – Equity Income

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