![Alethia Bapis Chatzis](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Ms. Alethia Bapis Chatzis is a Director and Partner with The Bapis Group at HighTower Advisors.
Alethia began her career at Morgan Stanley in 1998 as a marketing associate with the Investment Consulting Department in the San Francisco regional office.
She also worked at Morgan Stanley as a recruiting associate and a Technology Training Specialist.
Alethia continued her career at Simms Capital Management as a regional director.
In 2006, she returned to the Salt Lake City, Utah and joined the Bapis Group as a Financial Advisor and specializes in client service, retirement solutions and technology integration.
Ms. Alethia Chatzis earned a BA in Business Management with an emphasis in Finance from The University of San Diego.
| Sociétés | Poste | Fin |
|---|---|---|
Simms Capital Management, Inc.
 Simms Capital Management, Inc. Investment ManagersFinance Simms Capital Management (SCM) is a growth manager that invests in high quality growth stocks with sustainable earnings growth. The firm looks for companies with relatively high returns on equity and high earnings growth rates, rather than companies or industries with predominantly cyclical characteristics. SCM only invests in companies with expected positive earnings. SCM's global proprietary stock selection uses quantitative screens to identify companies that fit their growth criteria and strategy. The firm applies a bottom-up stock selection process that first identifies companies based on quantitative measures and fundamentals, without regard to global borders and currencies. SCM's proprietary three-step investment process is a series of eleven valuation disciplines and screens that rank securities from a database of 6,600 global equity securities. The modeling process uses quantitative factors such as a dividend discount model, earnings momentum, liquidity and the demand and supply of shares. The ranking procedure produces an overall score for each security and a list of 130 or more most attractive securities. Fundamental analysis is then applied to the most attractive securities to create the portfolio. Each component of the selection process is assigned a decile ranking and is combined in the quantitative screening model to create an overall score for each security. This weekly process produces the universe of the 130 or more most attractive securities. After the universe is identified, SCM applies rigorous fundamental analysis. Though not limited to any particular sector or market-cap, the firm tends to invest in the stocks of large-cap companies in the electronic technology, technology services and finance sectors. SCM maintains a medium turnover rate. | Corporate Officer/Principal | - |
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Entreprise privées
| Entreprise privées | 2 |
|---|---|
Simms Capital Management, Inc.
Simms Capital Management, Inc. Investment ManagersFinance Simms Capital Management (SCM) is a growth manager that invests in high quality growth stocks with sustainable earnings growth. The firm looks for companies with relatively high returns on equity and high earnings growth rates, rather than companies or industries with predominantly cyclical characteristics. SCM only invests in companies with expected positive earnings. SCM's global proprietary stock selection uses quantitative screens to identify companies that fit their growth criteria and strategy. The firm applies a bottom-up stock selection process that first identifies companies based on quantitative measures and fundamentals, without regard to global borders and currencies. SCM's proprietary three-step investment process is a series of eleven valuation disciplines and screens that rank securities from a database of 6,600 global equity securities. The modeling process uses quantitative factors such as a dividend discount model, earnings momentum, liquidity and the demand and supply of shares. The ranking procedure produces an overall score for each security and a list of 130 or more most attractive securities. Fundamental analysis is then applied to the most attractive securities to create the portfolio. Each component of the selection process is assigned a decile ranking and is combined in the quantitative screening model to create an overall score for each security. This weekly process produces the universe of the 130 or more most attractive securities. After the universe is identified, SCM applies rigorous fundamental analysis. Though not limited to any particular sector or market-cap, the firm tends to invest in the stocks of large-cap companies in the electronic technology, technology services and finance sectors. SCM maintains a medium turnover rate. | Finance |
University of San Diego
 University of San Diego Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
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