Our Team

Charles Abney

Charles L. Abney III, CFA

404-870-2161

Charles is a director, portfolio manager and a member of the Investment Committee. He has a bachelor’s degree in history from Davidson College and an MBA from Emory University. A Chartered Investment Counselor, he is a member of the CFA Institute and the Atlanta Society of Finance and Investment Professionals. 

Tres Carpenter

Tres R. Carpenter, CFA

404-870-2167

Tres is a principal, portfolio manager, research analyst and a member of the Investment Committee. He earned bachelor degrees in economics and history at Hampden-Sydney College, and an MBA at the University of California, Davis. He is a CFA charterholder, and a member of the CFA Institute and the Atlanta Society of Finance and Investment Professionals. 

Krista Cosgrove

Krista L. Cosgrove, CFA

404-870-2165

Krista is a principal, chief compliance officer, portfolio manager and Investment Committee member. She earned her bachelor’s degree in economics from Elon University and a master’s in economics from Vanderbilt. A CFA charterholder, she is a member of the CFA Institute and the Atlanta Society of Finance and Investment Professionals.  

Stacey Ewing

Stacey D. Ewing, CFA

404-870-2166

Stacey is a principal, the director of Equity Research, portfolio manager and a member of the Investment Committee. He earned a bachelor’s degree in social science from The Citadel, a bachelor’s degree in chemistry from Francis Marion University, and an MBA from Emory University. A CFA charterholder, he is a member of the CFA Institute and the Atlanta Society of Finance and Investment Professionals.

Emilie D. Hill, CFA

404-870-2169

Emilie is an assistant portfolio manager. She has a bachelor’s degree in economics, international studies and French from the University of Mississippi and studied Finance et Stratégie at the Institut d’Etudes Politiques de Paris. A CFA charterholder, she is a member of the CFA Institute and the Atlanta Society of Finance and Investment Professionals.

Clayton Jackson

Clayton F. Jackson, CFA

404-870-2160

Clay is a director, portfolio manager and a member of the Investment Committee. He earned a bachelor’s degree in history from the University of Virginia, and an MBA from Emory University. He is a CFA charterholder, and a member of the CFA Institute and the Atlanta Society of Finance and Investment Professionals. He is also a Chartered Investment Counselor.

Jeff Neville

Jeff Neville, CFA

404-870-2162

Jeff is a portfolio manager and member of the Investment Committee. He earned a bachelor’s degree in administrative science from Colby College, and an MBA from Duke University. He is a CFA charterholder, a member of the CFA Institute and the Atlanta Society of Finance and Investment Professionals.

John Shepard

John B. Shepard, CFA

404-870-2163

John is a director, portfolio manager and member of the Investment Committee. He earned a bachelor’s degree in economics and classical studies from Duke University, and an MBA from the University of Chicago. A CFA charterholder, he is a member of the CFA Institute and the Atlanta Society of Finance and Investment Professionals.

Kevin Yang

Kevin C.H. Yang, CFA

404-870-2168

Kevin is a principal, equity research analyst, portfolio manager, and a member of the Investment Committee. He earned a bachelor’s degree in mechanical engineering in 2004 from Georgia Institute of Technology. He is a CFA charterholder and a member of the CFA Institute and the Atlanta Society of Finance and Investment Professionals.

Bradford Young

Bradford S. J. Young, CFA

404-870-2164

Brad is a principal, portfolio manager and member of the Investment Committee. He earned a bachelor’s degree in history from the University of Virginia. A CFA charterholder, he is a member and past president of the Atlanta Society of Finance and Investment Professionals.

Amy Bearden
Amy Bearden
Client Services Manager
404-564-0244
val-collier
Val Collier
Client Services
404-564-0243
Iza Dyoniziak
Iza Dyoniziak
Client Accounts
404-564-0245
Robin Frampton
Robin Frampton
Controller
404-564-0242
Emilie Hill
Emilie Hill
Assistant Portfolio Manager
404-870-2169
Dianne Jones
Dianne Jones
Trader
404-564-0241
Michele Kahle
Michele Kahle
Client Services
404-564-0240