Gavin Stephens

Chief Investment Officer at

Goelzer Investment Management, Inc.

Consumer Services

Finance

Profile

Mr. Gavin W.
Stephens, CFA MBA, is a Chief Investment Officer & Principal at Goelzer Investment Management, Inc. He oversees the firm’s investment philosophy, portfolio management strategies, and research.
He joined Goelzer in 2014, joined the Leadership Team in 2022, and became Chief Investment Officer in January 2024.
Prior to joining Goelzer, Mr. Stephens was the Executive Director of Sales and Marketing for Westminster John Knox Press (WJK), an academic publishing firm.
He was also a member of the executive staff at WJK, creating and implementing corporate budgets and strategic plans for the firm.
He received his Master of Business Administration (MBA) degree from the University of Louisville.
He holds a master’s degree from Harvard University, and a Bachelor of Arts degree in Theological Studies from Hanover College.
Gavin holds the Chartered Financial Analyst (CFA) designation.

Gavin Stephens active positions

Companies	Position	Start
Goelzer Investment Management, Inc. Goelzer Investment Management, Inc. Investment ManagersFinance Goelzer’s approach to security analysis is based on fundamental analysis. The firm attempts to measure the intrinsic value of a security through the study of economic and financial factors to determine if the company is underpriced or overpriced. Goelzer provides advice on stocks, bonds, mutual funds and exchange-traded funds (ETFs), liquid non-traditional assets, government and municipal securities, mortgage securities, corporate bonds, private investments, preferred stock, options contracts, and warrants.	Chief Investment Officer	01/01/2024

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Linked companies

Private companies	4
Goelzer Investment Management, Inc. Goelzer Investment Management, Inc. Investment ManagersFinance Goelzer’s approach to security analysis is based on fundamental analysis. The firm attempts to measure the intrinsic value of a security through the study of economic and financial factors to determine if the company is underpriced or overpriced. Goelzer provides advice on stocks, bonds, mutual funds and exchange-traded funds (ETFs), liquid non-traditional assets, government and municipal securities, mortgage securities, corporate bonds, private investments, preferred stock, options contracts, and warrants.	Finance
Hanover College Hanover College Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
University of Louisville University of Louisville Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Harvard Divinity School Harvard Divinity School Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services