Arizona money managers, az investment advisors
Stellar Capital Management, AZ Investment managers
Custom Tailored Portfolio Management
registered investment advisors
 
  Stephen J. Taddie

Stephen J. Taddie

Managing Member

Professional Background
Mr. Taddie is a Co-founder and a Managing Member of Stellar Capital Management. He has over 20 years of professional experience in the investment field. Beginning his career as a Financial Consultant with Merrill Lynch in Arizona, he managed an office for Prudential Securities on the East Coast, headed the Arizona office for a mid-sized investment advisory firm, and later established S.J. Taddie, Inc., Investment Counsel, prior to co-founding Stellar Capital Management. During that time he has worked with a select group of clients ranging from publicly traded corporations, government entities, and Native American Indian Tribes, to high net worth individuals and families across the country. He is frequently asked to speak on economic and investment management trends, has authored numerous articles and has often been quoted on the same subjects.

Community and Professional Organizations
Mr. Taddie is a member of the National Association for Business Economists, Panelist for the Western Blue Chip Economic Panel and the Arizona Blue Chip Economic Panel, Past President of the Arizona Economic Round Table, Board Member of the Central Arizona Estate Planning Conference, and a member of the Economic Club of Phoenix, the CFA Institute, the Phoenix CFA Society, and is an Arbitrator with the National Association of Securities Dealers Board of Arbitrators. He has been a member of the Western Pension & Benefits Conference, Arizona Town Hall, and the Madison School District Financial Oversight Committee. Currently serving on the Advisory Board for the Foundation for Burns & Trauma, he has served on the Executive Boards for the Foothills Foundation, the Foundation for Burns & Trauma, the Phoenix Camelback Rotary Club, and on the Finance Committee for the Desert Botanical Gardens. He has also volunteered with Junior Achievement and coached youth sports teams.

Education
Mr. Taddie holds a Bachelor of Science degree in Business and Economics from Lehigh University, and a Master of Business Administration from the University of Phoenix.