Arcus principals have an average of 20 years advising clients. They, and each of our employees, are held to high standards of integrity and relationship management skills, as well as investment strategy expertise. While each principal holds specific and complementary expertise, each is a general investment adviser driven first and foremost by client objectives.
Steve Sloan has over 40 years of tenure in the financial services and investment business. He has advised clients at such firms as E.F. Hutton, J.P. Morgan Private Bank and, prior to joining Arcus, at Credit Suisse Private Bank, where he was Managing Director and Regional Sales Manager. Steve’s investment perspective is strengthened by his experience with many economic cycles and market conditions over his nearly four-decade career. This experience has heavily influenced the Arcus investment approach. Steve holds a BA in English from the University of Georgia.
Steve and his wife, Mollie, live in Atlanta. They have one son, Spencer, who is an artist and is married to the former Millie Stewart. Steve has served as a Vice Chairman of The Tour Championship by Coca Cola for the last ten years. The Tournament's profits are contributed to charities, among them, The First Tee and The East Lake Foundation. Steve is also a volunteer member of the Media Committee at The Masters golf tournament.
Steve Edwards has spent over 20 years in wealth and asset management. Over the years, Steve has been responsible for advising individuals, family groups and foundations on investment strategy and manager selection. Prior to becoming a partner of Arcus, Steve worked as a Director in Private Banking at Credit Suisse and was previously with Morgan Stanley’s Private Wealth Management group. He holds a BBA in Risk Management & Insurance from the University of Georgia.
Steve lives in Atlanta with his wife, Jill, and their two children. Steve enjoys golfing, skiing, traveling and spending time in the mountains of North Carolina.
Ross Singletary’s two decades of experience in finance and wealth management give him a broad perspective of investment markets. He has guided clients in a wide variety of investment strategies and has developed a particularly thorough knowledge of the use of non-traditional and volatility dampening strategies within Arcus client portfolios. Before co-founding Arcus, Ross was a Director in Credit Suisse’s Private Banking unit and was previously with Morgan Stanley’s Private Wealth Management group in Atlanta and New York City. Ross began his career in the Corporate Banking Group of First Union National Bank (now Wells Fargo) in Charlotte and was National Sales Director at Conseco/Western National Life in San Francisco. He holds a BA in Economics from Washington and Lee University and an MBA from Columbia University.
Ross serves on the Board of Advisors of the Washington and Lee University Williams School of Commerce, Economics and Politics, the only top tier liberal arts college in the country with a nationally accredited commerce school. He was the Co-Chair of his 20th Reunion at W&L. He was formerly on the Board of the Jacksonville based Florida Theatre and is the past Chair of the Investment Committee and Board member of The Sheltering Arms, based in Atlanta. He currently serves on the Board of Directors of the Atlanta Symphony Orchestra, the Jacksonville Symphony Orchestra and Atlanta based Mortgage Asset Exchange, Inc.
Matt Bailey has nearly a decade of experience in portfolio management, investment and market research, and both fundamental and technical analysis. He leads the Firm’s research efforts and provides coverage on the global markets and insight on asset allocation strategy. In addition, he conducts manager due diligence and monitors investments across the Firm’s platform. He holds the Chartered Financial Analyst® and Chartered Market Technician® designations and earned a Bachelor of Business Administration (BBA) degree in Finance from the University of Georgia’s Terry College of Business. Prior to joining Arcus, Matt previously worked as a Senior Portfolio Manager with two Atlanta-based investment advisory firms and at Fidelity Investments as a Wealth Strategist.
Matt and his wife, Maggie, live in Brookhaven with their identical twin daughters, Madison and Carter. He enjoys spending time with family, shooting sporting clays, and is a member of Christ the King Church in Buckhead.
Winn Pierson Boswell handles the client administration and operations at Arcus. Prior to Arcus, Winn worked as a sales assistant and receptionist in Charleston, South Carolina. Her experience also includes an internship with Smith Barney. Winn holds a BS degree in Business Administration from the College of Charleston.
Winn grew up on a farm in Culloden, Georgia. She enjoys traveling, fishing and hunting with her bird dogs, including her yellow lab, Riley, who is working towards her American Kennel Club Hunt Trials Senior Title. Winn is also an avid equestrian and rode on the equestrian team at the College of Charleston. In addition, she serves as Social Chair for the Children's Museum of Atlanta Young Professionals group.
Will Cooper has over 8 years of experience in the financial technology space serving independent registered investment advisors. Prior to joining Arcus, Will served in multiple operations and client service roles with Advent Software as well as Wealth Access. Will holds a Bachelor of Business degree from Georgia Southern University.
Will and his wife, Beth Ann, live in Atlanta with their two children. Will enjoys spending time with his family as well as anything outdoors including golfing, hunting and fishing.
Mary Darby supports the client administration and operations at Arcus. She graduated from the Pamplin College of Arts, Humanities, and Social Sciences at Augusta University with a BA degree in Communications. Mary Darby has experience in public relations, graphic design, and administration. Prior to Arcus, Mary Darby was a public relations intern at the Morris Museum of Art in Augusta, Georgia supporting member relations and event coordination.
Adrienne Mandt has over 15 years of experience in the financial services industry spanning portfolio management, analysis, operations and compliance. Prior to joining Arcus, Adrienne was a Sr. Vice President at Dominick & Dominick, a Portfolio Manager with EndPoint Capital, and a Fixed Income Portfolio Manager at Trusco Capital Management. Adrienne holds a Bachelor of Science degree from the University of Maryland, College Park, where she doubled majored in Finance and International Business and studied Mandarin Chinese. She has been a CFA® charterholder since 2001.
Sean has over 8 years of experience in wealth and asset management working primarily with high net worth investors. Prior to joining Arcus, he has advised clients in portfolio and risk management at Fidelity Investments. Sean received a Bachelor of Science degree in Economics from Florida State University in 2008 followed shortly by his Master of Science in Applied Economics from Florida State University in 2009. Also, Sean has held the Certified Financial Planner designation since 2012.
Sean and his wife, Melissa, live in Jacksonville, FL with their son Sean Jr. and their two dogs Bruce and Chester. There they are the owners of Love, a bridal boutique, which is a small bridal dress shop that has been in business for over 10 years.
Michael has over 15 years of experience in wealth and asset management working primarily with private investors and institutions. Prior to joining Arcus, he has advised clients in portfolio and risk management at SunTrust Investment Services-Alexander Key Division as well as at Citigroup-Salomon Smith Barney. Michael received a Bachelor of Science degree from Vanderbilt University in 1996 and the Certified Financial Planner designation in 2003.
Michael and his wife, Jennifer, live in Atlanta with their three children. He is actively involved in coaching youth baseball and football at Buckhead Baseball and Northside Youth Organization (NYO). Michael is an avid squash player and played four years of varsity tennis while at Vanderbilt.