About Us

Founded in 1994 and based in Atlanta, Georgia, Buckhead Capital Management isn’t your typical investment management firm. We are 100% employee-owned, which means we take great pride in our firm and are passionately committed to its success.

Our investment philosophy is unique, too. We believe in selecting investments and structuring our portfolios to take on less risk at a time when many investors are taking on more. We like to call this approach “winning by not losing” because it reduces losses in market downturns, which makes more capital available when the market rebounds. It’s how we’ve been able to help our clients successfully reach their long-term investment goals for over 25 years.

As a registered investment advisor (RIA), our team is regulated by the Securities & Exchange Commission and held to the highest professional standards of fiduciary care. Simply put, if it’s not in your best interest, we don’t do it.

HNW team meeting
HNW team meeting

About Us

Founded in 1994 and based in Atlanta, Georgia, Buckhead Capital Management isn’t your typical investment management firm. We are 100% employee-owned, which means we take great pride in our firm and are passionately committed to its success.

Our investment philosophy is unique, too. We believe in selecting investments and structuring our portfolios to take on less risk at a time when many investors are taking on more. We like to call this approach “winning by not losing” because it reduces losses in market downturns, which makes more capital available when the market rebounds. It’s how we’ve been able to help our clients successfully reach their long-term investment goals for over 25 years.

As a registered investment advisor (RIA), our team is regulated by the Securities & Exchange Commission and held to the highest professional standards of fiduciary care. Simply put, if it’s not in your best interest, we don’t do it.

Meet our Team

Our experienced team will deliver nothing less than an exceptional client experience.

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Matthew R. Boden, CFA

Portfolio Manager

  • 404-720-8786

  • mboden@buckheadcapital.com

Matt is a Portfolio Manager for Fixed Income and Balanced portfolios.

Prior to joining Buckhead Capital in 2015, he spent ten years with StableRiver Capital Management where he was responsible for managing $2 billion in fixed-income assets for corporate, pension, endowment, foundation, and municipal clients.  Before joining StableRiver, he worked for both ValuBond Securities and JP Morgan.

Matt holds a CFA charter and is a member of both the CFA Institute and the CFA Society Atlanta. He earned a B.S. degree in Management Science and Information Systems from Pennsylvania State University and an MBA in Finance from Georgia State University.  Matt is married and has two children.

In his spare time, he enjoys playing golf and coaching baseball.

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Wade Buffington, CFP

Advisor, Financial Planner

  • 404-720-0857

  • wbuffington@buckheadcapital.com

Wade serves as a Financial Planner for High Net Worth clients.

Prior to joining Buckhead Capital in 2020, he provided financial plan preparation, execution, and portfolio management for High Net Worth clients with TrueWealth Management in Atlanta.

Wade holds a B.B.A. in Finance from the University of Georgia and completed the Certified Financial Planner (CFP®) Certificate Program through the University of Georgia’s Terry College of Business.

In his free time, Wade enjoys hunting, cooking, playing golf, and time spent with his dog.

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Walter E. DuPre, CFA

Advisor, Portfolio Manager, Partner

  • 404-720-8788

  • wdupre@buckheadcapital.com

Walter serves as a Portfolio Manager on the firm’s Diversified Value, High Net Worth, and Value Equity investment teams.

Prior to joining Buckhead Capital in 1996, he was the Managing Director of the Southern regional office of Prudential Capital Group, which was responsible for the management of a portfolio of $2.5 billion in private debt and equity securities.

Walter received his B.A. in English and American Literature from Brown University and an MBA from Columbia University. He holds a CFA charter and is a member of both the CFA Institute and the CFA Society Atlanta.

He has served as the chairman of Prevent Blindness Georgia, as an Elder of First Presbyterian Church, and most recently on the Leadership Team of Kairos Church. Married, with two daughters and four grandchildren, Walter enjoys reading and travel in his spare time.

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Timothy C. Escott, CFA

Advisor, Portfolio Manager

  • 404-720-0854

  • tescott@buckheadcapital.com

Tim serves as a Portfolio Manager on the firm’s Balanced and Diversified Value investment teams.

He joined Buckhead after 15 years with a New England based boutique investment firm where he managed the Atlanta office and worked with High Net Worth clients. Tim began his investment career as a business valuation analyst after which he worked as a buy-side analyst on the NationsBank Value Mutual Fund. He transitioned to working as a private client portfolio manager in 2000 with SunTrust Bank in Atlanta and he has been working primarily with individuals ever since.

Tim received his B.S. from North Carolina State University and his MBA from Wake Forest. He holds a CFA charter and is a member of the CFA Institute and the CFA Society Atlanta.

Tim is married with two children. In his spare time, he enjoys spending time with his family, doing genealogy research, playing music, and occasionally playing golf and tennis.

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David S. Griffin, CFA

Portfolio Manager

  • 404-720-0862

  • dgriffin@buckheadcapital.com

Dave serves as a Portfolio Manager for the Value Equity investment team.

Prior to joining Buckhead Capital Management, he was a Partner and Portfolio Manager with Invesco Capital Management, specializing in equity and balanced fund management for institutional clients. Previously, David worked for Genesco managing the company’s defined benefit and defined contribution retirement plans.

He began his financial career as a consultant for Merrill Lynch. Dave received a B.A. from Ohio Wesleyan University and an MBA from William and Mary. He holds a CFA charter and is a member of both the CFA Institute and the CFA Society Atlanta.

Married, with two sons and a daughter, Dave enjoys traveling in his spare time.

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Tara A. Hart

Chief Compliance Officer, Business Manager

  • 404-720-0859

  • thart@buckheadcapital.com

Tara serves as the Business Manager for Buckhead Capital Management and also works with High Net Worth clients. She also serves as the firm’s Chief Compliance Officer.

Prior to joining Buckhead Capital in 2010, she was a Tax Manager with Aarons Grant & Habif, LLC, specializing in business advisory services for small to mid-sized clients. Tara began her career with the CPA firm E. Morrow PC, and has over ten years of accounting and tax experience.

She holds a B.B.A. in Accounting from Georgia State University and a Masters of Taxation from Florida Atlantic University.

Tara is an active volunteer with Georgia Special Olympics and with her daughters’ schools. She enjoys travel and spending time with her two daughters.

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Harold F. (Rick) Nelson

Portfolio Manager

  • 404-720-8789

  • rnelson@buckheadcapital.com

Rick serves as a Portfolio Manager on the firm’s Fixed Income and Balanced account investment teams.

Prior to joining Buckhead Capital Management, he was the CEO/CIO of StableRiver Asset Management, a fixed income boutique with $9 billion in assets under management. Before becoming the CEO/CIO of StableRiver (which was owned by SunTrust Bank until June, 2014), Rick was a Managing Director at Trusco Capital Management. He began his career at Wachovia Asset Management, where he rose to the position of Senior Vice President.

Rick earned a B.S. degree in Business Management from St. Francis College and his MBA in Finance from Mercer University.

Rick and his wife have four children and two grandchildren. He enjoys playing golf and spending time at the lake.

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Cynthia L. Prince

Advisor, Portfolio Manager

  • 404-720-8797

  • cprince@buckheadcapital.com

Cynthia serves as a Portfolio Manager and Administrator for High Net Worth clients.

Prior to joining Buckhead Capital in 2000, she provided client service support at Lenox Capital, an investment firm focused on High Net Worth clients.

Cynthia holds a B.S. in Finance from North Georgia College and State University and an MBA, with a concentration in Financial Planning, from Georgia State University.

A long-time volunteer at the Georgia Aquarium and the Hudgens Center for the Arts, she also enjoys making pottery, traveling, and spending time outdoors.

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Jonathan D. Smith

Trader, Analyst

  • 404-720-0858

  • jsmith@buckheadcapital.com

Jonathan serves as the firm’s equity trader.

Prior to joining Buckhead Capital, he was a senior trader in the Managed Accounts group for Invesco Capital Management. Previously, Jonathan was a Corporate Reorganization Analyst for Deutsche Bank and a Performance Analyst in the Managed Accounts group for J.C. Bradford & Company.

He graduated with a B.A. in Finance from Middle Tennessee State University and an MBA in Finance from Georgia State University.

Jonathan serves as a board member for the Georgia Securities Association. In his free time, he enjoys refereeing soccer games and traveling abroad with his wife.

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Chad Stephens

Portfolio Manager

  • 404-720-0851

  • cstephens@buckheadcapital.com

Chad serves as a Portfolio Manager on the firm’s Fixed Income and Balanced account investment teams.

Prior to joining Buckhead Capital Management, he spent 15 years with StableRiver Captial Management where he specialized in securitized products on a fixed-income team that managed over $9 billion for institutional clients and mutual funds. Prior to joining StableRiver (owned by SunTrust Bank until June 2014), Chad worked for Wachovia Securities in fixed-income trading for seven years.

He began his career with South Carolina National Bank as a credit analyst after graduating from the College of Charleston with a B.S. in Business.

Chad and his wife enjoy international travel.

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Kathryn G. Stratton, CFA

Advisor, Portfolio Manager

  • 404-720-0863

  • kstratton@buckheadcapital.com

Kathy serves as a Portfolio Manager on the firm’s Fixed Income, Balanced, and High Net Worth investment teams.

Prior to joining Buckhead Capital in 2007, she was a Partner and Portfolio Manager with Invesco Capital Management, specializing in fixed income, equity, and balanced fund management for institutional clients. Kathy began her career with Bank of America and has more than twenty years of investment experience.

She earned a B.S. in Psychology from Vanderbilt University. Kathy holds a CFA charter and is a member of both the CFA Institute and the CFA Society Atlanta.

An active member of the National Charity League, Kathy also volunteers at The Lovett School and with Tophat Soccer. In her spare time, she enjoys photography, travel, and time with her husband and three daughters.

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John D. Swanson

Advisor, Portfolio Manager, Partner

  • 404-720-8791

  • jswanson@buckheadcapital.com

John serves as a Portfolio Manager on the firm’s Diversified Value, High Net Worth, and Value Equity investment teams.

Prior to joining Buckhead Capital in 1998, he was a member of Smith Barney’s Investment Consulting Group, where he was responsible for working with institutional and High Net Worth clients on investment policy statements, asset allocation and manager selection decisions. Previously, John worked for NationsBank Capital Markets advising community banks on asset/liability management.

He received a B.S. in Business Administration, with a concentration in Finance from Auburn University.

John and his wife have three daughters. When he is not working, John enjoys travel, golf, and cooking, including as the head chef of a competitive barbecue team in events around North Georgia.