Jeffrey S. Phelps
Jeffrey S. Phelps
CFA
Principal, Equity Management
Jeff is a member of the Portfolio Team for Avalon Equity Portfolio and Lead Manager for the Avalon Equity Income Portfolio. Immediately prior to joining Avalon Advisors in 2006, 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 Management Portfolios for the Firm's nationally recognized institutional clients. Earlier in his career, Jeff was a Vice President at Chase Asset Management where he was the Lead Portfolio Manager for the Large Cap Core Equity Funds which totaled approximately $1.5 billion in assets for the broad range of clients served by the Bank's private banking, institutional, and mutual fund groups. Originally from Pennsylvania, Jeff earned a B.A. in Physics at Lincoln University (PA) and a B.S. in Nuclear Engineering at Penn State University as a graduate of the schools' joint dual-degree program. Prior to joining Chase, Jeff spent 16 years with Houston-based Reliant Energy. He is a Chartered Financial Analyst (CFA).