Advisor at Barksdale Investment Management
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Firm
Barksdale Investment Management
Location
Nashville, TN 37215-6104
Credentials
CFA®, Series 66
Industry experience
5 years
Stephen Zurlo is a CFA® charterholder and holds a Series 66 license with five years of industry experience. He currently works at Barksdale Investment Management and previously held roles at AllianceBernstein, Ameriprise Financial, and the Tennessee Valley Authority, among others. Barksdale Investment Management is a discretionary investment manager advising institutional clients and a limited number of high-net-worth individuals with customized fixed income, equity, high-yield, and balanced portfolios. The firm combines quantitative and qualitative fundamental analysis to construct portfolios tailored to client guidelines, liquidity needs, and risk tolerances.
$0 - $10 million: 0.25% for investment grade fixed income $10 million - $25 million: 0.23% for investment grade fixed income $25 million+: Negotiable for investment grade fixed income $0+: 0.50% for high yield fixed income $0 - $10 million: 0.60% for equity and balanced portfolios $10 million - $25 million: 0.50% for equity and balanced portfolios $25 million - $50 million: 0.40% for equity and balanced portfolios $50 million+: 0.30% for equity and balanced portfolios
Account minimum: $1,000,000 for investment grade fixed income and high yield accounts; $500,000 for equity accounts; $25,000 for model delivery clients Fee-only: Fee-only basis; no commissions or mark-ups/downs
40 Burton Hills Blvd, Suite 230
Nashville, TN 37215-6104
Tennessee
Weaver C. Barksdale & Associates, Inc.
2024 - Present (2 years)
AllianceBernstein
2020 - 2024 (4 years)
Ameriprise Financial
2019 - 2020 (1 year)
AllianceBernstein
2019 - 2019 (1 year)
Tennessee Valley Authority
2019 - 2020 (1 year)
Patten and Patten
2018 - 2018 (1 year)
Things Remembered
2017 - 2018 (1 year)
University of Tennessee at Chattanooga
2016 - 2020 (4 years)
Barnes and Noble
2016 - 2016 (1 year)
Chick fil A
2014 - 2016 (2 years)
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