Chief Investment Officer
Gavin W. Stephens
CFA
Biography
Gavin Stephens serves as the Chief Investment Officer of Goelzer Investment Management, overseeing the firm’s investment philosophy, portfolio management strategies, and research. Gavin joined Goelzer in 2014, joined the Leadership Team in 2022, and became CIO in January 2024.
Gavin is a volunteer for the Cystic Fibrosis Foundation and serves as president of the Legacy Fund Trustees at Trinity Episcopal Church.
Prior to joining Goelzer, Gavin 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.
Gavin 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 and is a dedicated player of the electric bass.
Goelzer Insights
- Investment Management: Everybody Loves a Story (Or, Why Not to Trade on Headlines) (July 14, 2025)
- Weekly Market Update: July 9, 2025: Markets Cheer, Labor Lags
- Weekly Market Update: June 18, 2025: Soft Inflation, Hard Choice: Why the Fed Will Stay the Course
- Weekly Market Update: May 14, 2025: Strong Tech Earnings Anchor Investor Optimism
- Weekly Market Update: April 30, 2025: Reading the Tea Leaves of GDP