ZWJ Investment Counsel Employee Directory

Investment ManagementGeorgia, United States11-50 Employees

ZWJ Investment Counsel is a SEC-registered investment adviser based in Atlanta, operating as a boutique investment services firm. It serves affluent and high-net-worth clients as well as individuals, corporations, and non-profits by designing and actively managing customized portfolios of stocks and bonds aligned with each client's goals, liquidity needs, and risk tolerance. The majority of its investment team holds the Chartered Financial Analyst designation, and the firm operates as a fiduciary in pursuing client objectives. With a service approach focused on attentive communication and responsiveness to market changes, portfolio managers build long-term relationships and provide clear updates on client portfolios. Founded in 1982, the firm has established its base in the Midtown area of Atlanta, above the Four Seasons Hotel.

Find ZWJ Investment Counsel employees' phone numbers or email addresses

ZWJ Investment Counsel Global Highlights

Location
Employees

North America
39

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  • United States Of America
    38
  • Canada
    1

Europe
2

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  • United Kingdom Of Great Britain And Northern Ireland
    2

Asia
1

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  • China
    1

Oceania
1

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  • Australia
    1

ZWJ Investment Counsel's Leadership

  • Stylized image of a person
    A. Y.
    Vice President And Principal
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  • Stylized image of a person
    C. F. J.
    President
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  • Stylized image of a person
    M. R.
    Head Of Finance And Strategy
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  • Stylized image of a person
    K. Y.
    Principal, Chief Investment Officer, And Portfolio Manager
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  • Stylized image of a person
    D. G.
    Owner
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  • Stylized image of a person
    E. F.
    Portfolio Manager, Head Of Fixed Income
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  • Stylized image of a person
    C. F.
    Director & Portfolio Manager
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  • Stylized image of a person
    M. B.
    Controller
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ZWJ Investment Counsel Employee Metrics

100%
50%
0%
2026
2025
  • Finance
  • Accounting
  • Administrative
  • Analytics
  • Customer Success
  • Other
  • Program & Project Management
  • Consultant
  • Banking
  • Business

Contact profiles from ZWJ Investment Counsel

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    K. Y.
    Principal, Chief Investment Officer, And Portfolio Manager
    Phone icon
    United StatesGeorgia
    Jun 08, 2026
  • Stylized image of a person
    D. G.
    Owner
    Phone icon
    Oct 22, 2024
  • Stylized image of a person
    C. F. J.
    President
    Phone icon
    United StatesGeorgia
    Apr 15, 2026
  • Stylized image of a person
    E. F.
    Portfolio Manager, Head Of Fixed Income
    Phone icon
    United StatesGeorgia
    Oct 19, 2025
  • Stylized image of a person
    M. R.
    Head Of Finance And Strategy
    Phone icon
    United StatesGeorgia
    Apr 21, 2026
  • Stylized image of a person
    A. Y.
    Vice President And Principal
    Phone icon
    Oct 24, 2024
  • Stylized image of a person
    C. F.
    Director & Portfolio Manager
    Phone icon
    United StatesGeorgia
    Jun 03, 2026
  • Stylized image of a person
    M. B.
    Controller
    Phone icon
    United StatesGeorgia
    Apr 14, 2026
  • Stylized image of a person
    R. E.
    Controller
    Phone icon
    May 19, 2025
  • Stylized image of a person
    B. P. H.
    Portfolio Manager
    Phone icon
    United StatesGeorgia
    Jun 01, 2026

Frequently Asked Questions

What is ZWJ Investment Counsel known for?

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ZWJ Investment Counsel operates in the Investment Management industry. The company's main headquarters is located in 75 14th Street 2900 Atlanta, Georgia United States; you can contact the main corporate office by phone at . Explore ZWJ Investment Counsel's company overview page for more information.

What is ZWJ Investment Counsel's most common email format?

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ZWJ Investment Counsel employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more ZWJ Investment Counsel email formats with LeadIQ.

How many employees does ZWJ Investment Counsel have currently?

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ZWJ Investment Counsel has approximately 24 employees as of June 2026. These team members are located across 4 continents, including North AmericaEuropeAsia.

Who are ZWJ Investment Counsel's key employees and leadership?

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As of June 2026, ZWJ Investment Counsel's key employees include:

  • Vice President And Principal: A. Y.
  • President: C. F. J.
  • Head Of Finance And Strategy: M. R.
  • Principal, Chief Investment Officer, And Portfolio Manager: K. Y.
  • Owner: D. G.

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