Chip Kalousek

CFA®

Senior Investment Research Analyst

Markets favor discipline over speculation, systems over soothsayers.

101 25th Street North Suite 100 Birmingham, AL 35203
205.208.8700

Chip has been involved in the financial services industry since 2014. He was the director of portfolio management for Bridgeworth from 2021 until it joined with Savant in 2023. Prior to joining Bridgeworth, Chip was a senior portfolio strategist for a large financial services institution, where he oversaw the administration and investment management of over $1 billion in portfolio assets. He has a broad background in fiduciary asset management with expertise in credit and equity research, risk-based portfolio construction, trading, investment policymaking, and investment manager due diligence.

Chip earned a bachelor of science degree in finance with concentration in investment and institutions from the University of Alabama at Birmingham. He is a Chartered Financial Analyst® (CFA®) and a member of the CFA Society of Alabama.

Outside the office, Chip is active in the community, teaching financial literacy in elementary schools and serving as chair of the Junior Achievement of Alabama Junior Board. He and his wife Michelle have a daughter, Josephine, and enjoy travel, live music, and outdoor activities.


Education &
Designations

  • University of Alabama at Birmingham
    Bachelor of Science in Finance with concentration in Investment and Institutions
  • Chartered Financial Analyst® (CFA®)

Affiliations &
Community Service

  • CFA Society of Alabama – member
  • Junior Achievement of Alabama Junior Board – chair