Credibility is Everything.
With more than $750 Million in assets under management, prestigious educational backgrounds, and highly credentialed team members, our training and experience are reasons clients choose Chatham Capital Group for wealth management and investment portfolio services.
Professional Experience
Founded in 1996, Chatham Capital Group has navigated through several economic cycles, gaining critical experience along the way. Each Principal worked at prestigious financial institutions prior to joining CCG, including Merrill Lynch, Prudential Securities, Atlanta Capital Management, and Robinson-Humphrey.
Professional Training
Chatham Capital Group is comprised of professionals holding MBAs, a DBA, a CFP®, and five Chartered Financial Analyst (CFA®) designations, which is the most recognized postgraduate professional certification in the financial industry.
Educational Experience
The Principals of Chatham Capital Group have earned undergraduate and post-graduate degrees. The academic rigor has provided a strong foundation for success in the wealth and investment management profession.
Our Principals
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Frederick R. Muller, CFA®
Frederick (Rick) joined Chatham in 1998 and is responsible for portfolio management and investment strategy. Prior to Chatham, Rick led the equity research effort at Crawford Investment Counsel in Atlanta (Read more >>)
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Philip B. Palmer, CFA®
Philip joined Chatham in 1998 and is responsible for investment strategy and portfolio management. From 1991 to 1998, Philip managed investment portfolios for the Rockefeller family and other select high net worth families (Read More >>)
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William J. Fielitz, CHFC®, CFP®
William (Bill) joined Chatham in 2003. Bill focuses on financial planning and portfolio management. From 1997 to 2003, Bill worked in the investment industry as a financial advisor for Prudential Securities and A.G. Edwards & Sons (Read More >>)
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Jason G. Allen, CFA®
Jason joined Chatham in 2014. Jason is responsible for portfolio management and investment strategy. From 2010 to 2014, Jason was responsible for portfolio management and investment strategy at (Read More >>)
What is a CFA®?
What is a CFA®?
The CFA credential is the most prestigious certification in the investment management industry. Obtaining the certification requires passing three levels, each consisting of a six-hour exam, covering topics including portfolio management and wealth planning, alternative investments, equity and fixed income investing, derivatives, economics, quantitative methods and ethical and professional standards. According to the CFA Institute, only about 15% of candidates that commence the program earn the CFA designation.
What is a CFP®?
What is a CFP®?
The certified financial planner (CFP®) certification is viewed as the gold standard in financial planning. Each designee has received a formal designation from the Certified Financial Planner Board of Standards, Inc. CFP® professionals help individuals in a variety of areas in managing their finances, such as retirement, investing, education, insurance, estate, and taxes. Becoming a CFP® professional is a difficult and stringent process. It requires years of experience, successful completion of standardized exams, a demonstration of ethics, and a formal education. An important quality of a CFP® professional is that they have a fiduciary duty, meaning they must make decisions with their client's best interests in mind. To maintain certification holders are required to complete 30 hours of continuing education every 2 years.
Our Associates
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Rhonda C. Conway
Rhonda joined Chatham in 2001 and is the Assistant Compliance Officer. She focuses on compliance and is responsible for the firm’s financial operations. Prior to Chatham, Rhonda worked as an executive assistant. She received her B.S. from the College of Charleston in 1981.
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Debbie Farmer
Debbie joined Chatham in 2011 as an administrative assistant. Debbie is responsible for office management and assisting clients. Also, she is involved in marketing projects for the firm. Prior to Chatham, Debbie worked in the insurance industry. She received her B.A. in Risk Management and Insurance from Georgia State University in 1990.
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Amol Shetti
Amol joined Chatham in 2017 as the Director of Technology. He is responsible for working with the principals to develop and execute the firm’s IT strategy and providing the staff with technical support. Prior to Chatham, Amol worked as a research and IT associate for a financial planning firm in Ohio. He received a B.S. in biomedical engineering, with a minor in Economics, from Case Western Reserve University in 2009.
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Edie Windsor
Edie joined Chatham in 2018 as an administrative assistant. Edie is responsible for assisting managers and clients. Also, she is involved in marketing projects for the firm. Prior to Chatham, Edie worked for St. Andrew’s School as the Database and Website Administrator. She received her B.S. in Management Information Systems from the University of Georgia in 1996.
Our Founders
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Frederick L. Muller, CFA®
Frederick (Ted) is a founder and principal of Chatham. Ted devotes his time to investment activities at the firm. Ted was at Atlanta Capital Management from 1972 to 1996, where he served as president and CEO and was the major shareholder. After selling the firm in 1990 to Hill Samuel Investment Management of London, he served on its board. Ted earned a B.A. from the University of Pennsylvania and received his M.B.A. from George Washington University while completing intelligence duty as an U.S. Naval officer after serving at sea. He is a past Chairman of the CFA Institute and was awarded four of its highest professional honors. He has served as an officer and board member with several professional, business, civic, and academic organizations in the U.S. and overseas.
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Bruce D. Fielitz, CFA®
Bruce is a founder and principal of Chatham. Bruce focuses on quantitative investment strategies and portfolio management. Before Chatham, he was the Chief Investment Officer of Atlanta Capital Management in Atlanta. Prior to that, Bruce was Research Professor of Finance at Georgia State University. Bruce holds a B.A. from the College of Wooster and D.B.A. and M.B.A. degrees from Kent State University.
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L. Guy Palmer II
Guy Palmer II, who passed away in early 2010, was a founder of Chatham. His prior experience was as a founder and President of Davis, Palmer & Biggs, a private investment counsel firm in New York. Guy was also the director of Internal Asset Management for the General Motors Pension Fund and served on various boards including the Dana Foundation. Guy held a B.A. from Yale University.
Built on Legacy
Ted Muller, Bruce Fielitz, and L. Guy Palmer, II moved to Savannah thinking they were ready for retirement. After the sale of their investment firm (Atlanta Capital), they started Chatham Capital Group to manage their own wealth, as well as for a few friends & families. What started relatively small in 1996 has grown into a business with over $750 million in assets under management.
Today, the founders’ sons—Philip, Rick, and Bill—and the fourth partner, Jason Allen, proudly own and operate the firm. They remain committed to the founding principals’ values.
