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Arcus principals have an average of 25+ 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 currently serves on the Boards of Atlanta based Mortgage Asset Exchange (“MAXEX”), Charleston, SC based Grain and Barrel Spirits and Atlanta based REVELxp. He serves on the Board of the University of Virginia College Foundation and on the Board of the Atlanta Symphony Orchestra, where he is the Chair of the Development Committee.
Formerly, Ross was the Chairman of the Board of Advisors of the Washington and Lee University Williams School of Commerce, Economics and Politics. He was the Co-Chair of his 20th and 30th Reunions at W&L. He was also on the Board the Jacksonville based Florida Theatre, the Jacksonville Symphony Orchestra and is the past Chair of the Investment Committee and Board member of The Sheltering Arms, based in Atlanta.
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.
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Robert O'Quinn has over 10 years of experience in wealth and asset management working with small business owners and high net worth families. Prior to joining Arcus, he has worked in an investment advisor capacity for Scharf Investments, Merrill Lynch and Fidelity Investments. He holds the Certified Financial Planner designation®, and earned a Bachelor of Business Administration (BBA) degree in Finance from the University of Georgia’s Terry College of Business.
Robert and his wife, Awbree, live in Jacksonville with their two daughters. He enjoys spending time with family, cooking, and being outdoors as much as possible.
Adrienne Mandt has over 20 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.
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 black lab, Gunny. Winn is also an avid equestrian and rode on the equestrian team at the College of Charleston.
Will Cooper has over 10 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.
Katie has extensive professional experience including positions in the legal field, real estate development and contract management. She earned a Bachelor's Degree in Social Science from Jacksonville University with minors in International Studies and Sociology. Katie is fluent in Spanish, volunteers with Take Stock in Children and travels frequently.
She is married with two children and resides in the Historic Springfield neighborhood of Jacksonville, Florida. Katie has two rescue dogs and enjoys DIY projects in her free time.