Our Team

Experience

• Director, Investment Committee member and Portfolio Manager, ZWJ Investment Counsel
• Joined ZWJ in 1993
• CFA Charterholder, member of CFA Institute and CFA Society Atlanta
• Prior experience at investment counsel firm and with the Department of Commerce in Washington, D. C.

Education

• Emory University – MBA – 1993
• Davidson College – BA in history – 1989
• The Lovett School – 1985

Community Engagement

• Board Member and Executive Board Member – High Museum of Art
• Board Member – Atlanta Humane Society
• Board Member – Piedmont Park Conservancy

Past Community Engagement

• Board of Trustees Chair – High Museum of Art
• Board Member and Governing Board Member – Woodruff Arts Center
• Board Member – Emory University Board of Visitors
• Leadership Midtown Graduate
• Director – Atlanta Celebrates Photography

Family

• Married to Kristie Abney for over 30 years.

Experience

• Principal, Investment Committee member, and Portfolio Manager, ZWJ Investment Counsel
• Joined ZWJ in 2007
• CFA Charterholder, member of CFA Institute and CFA Society Atlanta, CFA ESG Certified
• CFP®
• Former buy-side analyst with Citigroup Asset Management

Education

• University of California, Davis – MBA – 2003
• Hampden-Sydney College – BA in economics and history – 1998
• The Westminster Schools – 1994

Community Engagement

• Advisory Member – Georgia Trust for Public Land
• ​​​Scout Troop 197 Volunteer Dad​​

Past Community Engagement

• Board Member and Treasurer – Buckhead Heritage Society
• Founding board member and chair of Friends of Little Nancy Creek Park
• Atlanta Technology Angels
• ​​​Chattahoochee Riverkeeper​​

Experience

• Principal, Investment Committee member, Portfolio Manager and Chief Compliance Officer, ZWJ Investment Counsel
• Joined ZWJ in 2007
• CFA Charterholder, member of the CFA Institute and CFA Society Atlanta
• Former Senior Portfolio Manager at SunTrust Bank (now Truist)

Education

• Vanderbilt University – MA in economics – 1991
• Elon University – BA in economics – 1988

Community Engagement​

• Board Member – Lenbrook
• Member – Atlanta Estate Planning Council
• Endowment Committee Member – Cristo Rey Jesuit High School
• Grants Committee Member – University of Georgia Parent Leadership Council

Past Community Engagement

• Board Chair – Cathedral Fund at Cathedral of Christ the King
• Chair of Endowment Committee – Families First
• Chair of Endowment Committee – Christ the King School
• Member of Hope’s Circle – Children’s Healthcare of Atlanta
• Mentor – Catholic Charities of Atlanta Leadership Program
• Member of Finance Council – Cathedral of Christ the King
• Mentor – Cristo Rey Jesuit High School
• Junior League of Atlanta
• ​​​Parent Volunteer – Marist School​​

Family

• Two sons, Tommy and Clay.

Experience

• Principal, Investment Committee member, Director of Equity Research and Portfolio Manager, ZWJ Investment Counsel
• Joined ZWJ in 2002
• CFA Charterholder, member of CFA Institute and CFA Society Atlanta
• Former manager at multinational paper products company

Education

• Emory University – MBA – 2002
• The Citadel – BA in social science – 1994
• Francis Marion University – BS in chemistry – 1996

Community Engagement

• Corporate Leadership Council – Fernbank Museum of Natural History

Family

• One son, Grant

Experience

• Principal, Investment Committee Member, Portfolio Manager and Head of Fixed Income, ZWJ Investment Counsel
• Joined ZWJ in 2023
• Over 27 years in Fixed Income Institutional Sales and Trading

Education

• Emory University – MBA – 2001
• University of Virginia – Bachelors (Government and Foreign Affairs) – 1993

Community Engagement

• Board Member – Buckhead Lions Club
• Eagle Board Advancement Volunteer – Boy Scouts of America
• Active Volunteer – The Lovett School

Past Community Engagement

• Finance Committee Member – The Cathedral of St. Philip

Family

• Married to Molly for over 23 years. Three children, Gus, Evie, and Gibbs.

Experience

• Director, Investment Committee member and Portfolio Manager, ZWJ Investment Counsel
• Joined ZWJ in 2020
• CFA Charterholder, member of the CFA Institute and CFA Society Atlanta
• Former Portfolio Manager at Westwood Holdings Group

Education

• Southern Methodist University – BBA in Finance with honors – 2012
• Marist School – 2008

Community Engagement

• Board Member – Shepherd Center Impact Council
• Board Member – Skyland Trail Advisory Board
• Trustee – Trinity School Board of Trustees

Family

• Married to Kelsey and has three children.

Experience

• Principal, Investment Committee member and Portfolio Manager, ZWJ Investment Counsel
• Joined ZWJ in 2014
• CFA Charterholder, member of the CFA Institute and CFA Society Atlanta

Education

• University of Mississippi – BA in economics, international studies, and French, summa cum laude – 2011

Community Engagement

• Board Member – Junior League of Atlanta
• Finance Committee Member – All Saints’ Episcopal Church

Past Community Engagement

• President – Midtown Atlanta Rotary Club
• French American Chamber of Commerce
• Mentor – Cristo Rey Jesuit High School

Family

• Married to Andrew and has two children.

Experience

• Director, Investment Committee member and Portfolio Manager, ZWJ Investment Counsel
• Joined ZWJ in 1984
• CFA Charterholder, member of the CFA Institute and CFA Society Atlanta

Education

• Emory University – Merit Scholar and MBA – 1983
• University of Virginia – BA in history with distinction – 1981
• The Lovett School – 1977

Community Engagement

• Trustee of two significant Atlanta-based foundations
• Executive Committee Member – Skyland Trail
• Emeritus Board and Executive Committee Member – The Lovett School
• Alexis de Tocqueville Society of the United Way

Past Community Engagement

• Board of Trustees Chair – The Lovett School
• Board of Trustees Chair – Skyland Trail
• Board and Executive Committee Member – University of Virginia College Foundation
• Board of Trustees Vice-chair and Treasurer – The Atlanta Symphony Orchestra
• Board Member – Friends of the First Tee at East Lake
• Co-Chair of the Monticello Cabinet of the Thomas Jefferson Foundation
• Vestry, Junior and Senior Warden – All Saints’ Episcopal Church

Family

• Married to Jane Jackson for over 35 years.  Two children, Audrey and Clayton.

Experience

• Principal, Investment Committee member and Portfolio Manager, ZWJ Investment Counsel
• Joined ZWJ in 2022
• Former Private Wealth Advisor at Goldman Sachs
• Prior experience as staff member in the United States House of Representatives

Education

• Northwestern University – MBA – 2020
• Furman University – BA in political science and Spanish – 2012
• The Westminster Schools – 2008

Community Engagement

• ​​​Volunteer Coach – First Tee of Metro Atlanta​​

Past Community Engagement

• Board Member – Kellogg Alumni Council Atlanta

Experience

• Principal, Investment Committee member, Portfolio Manager, ZWJ Investment Counsel
• Joined ZWJ in 2024
• Former director of high net worth tax at Atlanta based public accounting firm
• Certified Public Accountant, member of Georgia Society of CPAs, member of American Institute of Certified Public Accountants

Education

• Georgia Institute of Technology – BS in business administration, concentration in accounting, highest honors – 2015

Community Engagement

• Board Member – Midtown Atlanta Rotary Club
• Member – Children’s Healthcare of Atlanta Legacy Advisors

Family

• Married to Zack. One son, Teddy.

Experience

• Principal, Investment Committee member, Chief Investment Officer and Portfolio Manager, ZWJ Investment Counsel
• Joined ZWJ Investment Counsel in 2006
• CFA Charterholder, member of CFA Institute and CFA Society Atlanta
• Bilingual: English and Mandarin Chinese

Education

• Georgia Institute of Technology – BS in mechanical engineering – 2004

Family

• ​​​Married to Cindy.  One daughter, Amelia​​

Experience

• Principal, Investment Committee member and Portfolio Manager, ZWJ Investment Counsel
• Joined ZWJ in 2004
• CFA Charterholder, member of CFA Institute and CFA Society Atlanta
• Ten years as portfolio manager and analyst with Cornerstone Capital

Education

• University of Virginia – BA in history – 1983
• Deerfield Academy – 1979

Community Engagement

• Permanent Deacon – St. Catherine of Siena Catholic Church, Kennesaw
• Board Member – Chesterton Academy of Atlanta

Past Community Engagement

• Past President – CFA Atlanta (Atlanta Society of Financial Analysts)
• Presidents Council Representative for Southeastern U.S. and Caribbean region – CFA Institute