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

Minus sign iconPlus sign icon
  • United States Of America
    38
  • Canada
    1

Europe
2

Minus sign iconPlus sign icon
  • United Kingdom Of Great Britain And Northern Ireland
    2

Asia
1

Minus sign iconPlus sign icon
  • China
    1

Oceania
1

Minus sign iconPlus sign icon
  • Australia
    1

ZWJ Investment Counsel's Leadership

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

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
    M. B.
    Client Services
    Phone icon
    United StatesGeorgia
    Feb 16, 2026
  • Stylized image of a person
    M. K.
    Client Service Professional
    Phone icon
    United StatesGeorgia
    Feb 17, 2026
  • Stylized image of a person
    A. F.
    Client Service Associate
    Phone icon
    United StatesGeorgia
    Mar 13, 2025
  • Stylized image of a person
    C. A.
    Investment Committee Member
    Phone icon
    Jul 28, 2023
  • Stylized image of a person
    C. W.
    Adminstrative Assistant
    Phone icon
    United StatesGeorgia
    Oct 23, 2024
  • Stylized image of a person
    E. M.
    Client Services Representative
    Phone icon
    UNITED STATES
    Apr 07, 2023
  • Stylized image of a person
    J. L.
    Front Desk Receptionist
    Phone icon
    United StatesGeorgia
    Aug 02, 2024
  • Stylized image of a person
    K. M.
    Client Services
    Phone icon
    UNITED STATES
    May 09, 2025
  • Stylized image of a person
    V. C.
    Client Services Representative
    Phone icon
    UNITED STATES
    Oct 16, 2024
  • Stylized image of a person
    C. T.
    Phone icon
    UNITED STATES
    Mar 31, 2025

Frequently Asked Questions

What is ZWJ Investment Counsel known for?

Minus sign iconPlus sign icon
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?

Minus sign iconPlus sign icon
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?

Minus sign iconPlus sign icon
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?

Minus sign iconPlus sign icon

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.

Looking for contact data? Unlock accurate emails and phone numbers for your ideal prospects with LeadIQ.

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust
LeadIQ to help them build pipeline confidently.

© LeadIQ, Inc. All rights reserved.