Chip Kalousek

CFA®

Senior Investment Strategist / Client Advisor

Markets favor discipline over speculation, systems over soothsayers.

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

Chip is a senior investment strategist and client advisor in Savant’s Birmingham, AL office.

As a senior member of the investment research team, Chip leads the team’s investment content creation and strategic initiatives while actively engaging clients to provide tailored investment guidance and support. He is passionate about developing deep relationships with clients and understanding their unique financial needs and goals. His goal is to help educate and simplify complex investing topics in a way that helps empower individuals to make informed decisions.

Chip is a Chartered Financial Analyst® (CFA®) charterholder. He has been involved in the financial services industry since 2014. Chip was the director of portfolio management for Bridgeworth from 2021 until it joined with Savant in 2023. He has a broad background in fiduciary asset management with expertise spanning investment policy, risk-based portfolio construction, trading execution, manager due diligence, and portfolio implementation. Prior to joining Bridgeworth, Chip was a senior portfolio strategist at a major financial institution, where he oversaw the administration and management of over $1 billion in portfolio assets.

Chip is an active member of the CFA Society of Alabama. Outside of work, he is committed to community involvement and serves as vice chair of One Roof, as a board member of the Alabama Economics Club, and as treasurer for Be Brave for Isla, an organization that supports bereaved families after the loss of a pregnancy or child.

Chip earned a bachelor of science degree in finance with a concentration in investments and institutions from the University of Alabama at Birmingham. He and his wife Michelle have two daughters, Josephine and Isabel, and together they enjoy travel, live music, and outdoor activities.


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