Stephen Biggs

Head-Equity Investments chez

The Mather Group LLC

Finance

Consumer Services

Profil

Mr. Stephen C.
Biggs is a Managing Director & Head of Alternative Investments at The Mather Group LLC.
He applies his investment acumen and experience to assess and develop new investment offerings based on clients’ investment goals, risk tolerance, and retirement needs.
He joined The Mather Group through the acquisition of HC Financial Advisors in August 2022, where he operated as the Chief Investment Officer and a Principal.
Prior to HC Financial Advisors, he was a Senior Analyst of Zacks Investment Research, Senior Equity Analyst of Manning & Napier, and Principal of Wells Capital Management.
Mr. Biggs earned his MS in Business and Finance and BS in Business and Management from San Diego State University.

Postes actifs de Stephen Biggs

Sociétés	Poste	Début
The Mather Group LLC The Mather Group LLC Investment ManagersFinance TMG manages model portfolios using an array of equity and fixed income, utilizing an evidence-based approach, and manage accounts in accordance with their client's investment objectives, risk tolerance and other relevant information obtained at the beginning of the advisory relationship. The firm's approach uses fundamental, quantitative, and systematic analysis that is repeatable while seeking to provide tax optimized returns on a risk-appropriate basis. Major strategic investment decisions are supported by TMG’s Investment Committee.	Head-Equity Investments	01/08/2022

Tous les postes actifs de Stephen Biggs

Anciens postes connus de Stephen Biggs

Sociétés	Poste	Fin
HC Financial Advisors, Inc. HC Financial Advisors, Inc. Investment ManagersFinance HC Financial creates low-cost targeted portfolios that accommodate various levels of risk, from current income generation to more growth-oriented goals. The firm uses fundamental analysis in selecting individual investments. Most portfolios are diversified globally through multiple asset classes using individual stocks and bonds as well as mutual funds.	Directeur Financier/CFO	08/08/2022
Zacks Investment Research, Inc. Zacks Investment Research, Inc. Investment ManagersFinance Provides investment research	Analyst-Equity	30/09/2008
Allspring Global Investments LLC Allspring Global Investments LLC Investment ManagersFinance Allspring utilizes proprietary investment allocation systems in conjunction with the securities selection services provided by their portfolio managers to create and maintain actively managed investment portfolios intended to meet the requirements of its clients’ investment needs. The firm offers a variety of equity, multi-asset, and fixed income investment strategies. These investment strategies (collectively) may invest in a wide variety of financial instruments. Allspring employs bottom-up company specific analysis to find securities with under-appreciated prospects.	Analyst-Equity	-
Manning & Napier Advisors LLC Manning & Napier Advisors LLC Investment ManagersFinance MNA offers equity, fixed income and objectives-based portfolios that invest mainly in stocks and bonds, including US and non-US issuers, and various market caps. The firm primarily employs a fundamental approach to equity selection, with decisions being driven by either top-down or bottom-up research.	Analyst-Equity	-

Voir l'expérience en détail de Stephen Biggs

Formation de Stephen Biggs

Expériences
Fonctions occupées

Actives

Inactives

Sociétés cotées

Entreprise privées

Voir l'expérience en détail de Stephen Biggs

Relations

Relations au 1er degré

Entreprises liées au 1er degré

Homme

Femme

Administrateurs

Exécutifs

Voir le réseau personnel

Sociétés liées

Entreprise privées	6
Manning & Napier Advisors LLC Manning & Napier Advisors LLC Investment ManagersFinance MNA offers equity, fixed income and objectives-based portfolios that invest mainly in stocks and bonds, including US and non-US issuers, and various market caps. The firm primarily employs a fundamental approach to equity selection, with decisions being driven by either top-down or bottom-up research.	Finance
Allspring Global Investments LLC Allspring Global Investments LLC Investment ManagersFinance Allspring utilizes proprietary investment allocation systems in conjunction with the securities selection services provided by their portfolio managers to create and maintain actively managed investment portfolios intended to meet the requirements of its clients’ investment needs. The firm offers a variety of equity, multi-asset, and fixed income investment strategies. These investment strategies (collectively) may invest in a wide variety of financial instruments. Allspring employs bottom-up company specific analysis to find securities with under-appreciated prospects.	Finance
HC Financial Advisors, Inc. HC Financial Advisors, Inc. Investment ManagersFinance HC Financial creates low-cost targeted portfolios that accommodate various levels of risk, from current income generation to more growth-oriented goals. The firm uses fundamental analysis in selecting individual investments. Most portfolios are diversified globally through multiple asset classes using individual stocks and bonds as well as mutual funds.	Finance
The Mather Group LLC The Mather Group LLC Investment ManagersFinance TMG manages model portfolios using an array of equity and fixed income, utilizing an evidence-based approach, and manage accounts in accordance with their client's investment objectives, risk tolerance and other relevant information obtained at the beginning of the advisory relationship. The firm's approach uses fundamental, quantitative, and systematic analysis that is repeatable while seeking to provide tax optimized returns on a risk-appropriate basis. Major strategic investment decisions are supported by TMG’s Investment Committee.	Finance
San Diego State University San Diego State University Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Zacks Investment Research, Inc. Zacks Investment Research, Inc. Investment ManagersFinance Provides investment research	Finance