Our Team
We Are More Than Portfolio Managers
We are personal money managers for our clients. That’s why we work hard to build long-term client relationships rooted in mutual trust. As an independent, employee-owned firm, we value stability and continuity in our relationship with you and within our team.
Investment Team
Charles L. Abney III, CFA
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.
Tres R. Carpenter, CFA, CFP®
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
Krista L. Cosgrove, CFA
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.
Stacey D. Ewing, CFA
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
Edwin J. Feinour
Experience
- Investment Committee Member, Portfolio Manager, Head of Fixed Income
- Joined ZWJ in 2023
- Over 27 years in Fixed Income Institutional Sales and Trading
Education
- Emory University – Masters (Business Administration) – 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.
Casey J. Flanagan, CFA
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
Family
- Married to Kelsey. Two daughters, Florence and Frances.
Emilie D. Hill, CFA
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 – Midtown Atlanta Rotary Club
- Advisory Planning Council – 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.
Clayton F. Jackson, CFA
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.
William B. Miller
Experience
- 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
Blaire P. Hodgin, CPA
Experience
- 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.
Kevin C. H. Yang, CFA
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
Bradford S. J. Young, CFA
Experience
- 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
Client Services Team
Myrka Barcenas Zavaleta
Experience
- Controller, ZWJ Investment Counsel
- Joined ZWJ in 2023
- Former Assurance Senior Associate at Atlanta-based public accounting firm
- Bilingual: Spanish & English
Education
- Kennesaw State University – BA in accounting – 2016
Community Engagement
- Mentor – Cristo Rey Jesuit High School
Amy Bearden
Experience
- Principal and Client Service Manager, ZWJ Investment Counsel
- Joined ZWJ in 2009
- Over 25 years of experience in financial services
Education
- University of Georgia – BA in journalism and history – 1996
Community Engagement
- Board Member – Starr’s Mill High School Athletic Association
- Volunteer – Midwest Food Bank
Macy Bowen
Experience
- Client Service Associate, ZWJ Investment Counsel
- Joined ZWJ in 2021
- Over 14 years of experience in financial services
Education
- University of Georgia – BS in psychology – 2005
Family
- Married to Dr. Melissa Brandley
Val Collier
Experience
- Principal and Client Service Associate, ZWJ Investment Counsel
- Joined ZWJ in 2017
- Over 24 years of experience in financial services
Education
- University of North Carolina at Chapel Hill – BA in physical education
Past Community Engagement
- Junior League of Atlanta
- City of Decatur – Basketball Coach
Family
- Married to Chris and has one daughter, Olivia.
Iza Dyoniziak
Experience
- Office and Client Coordinator, ZWJ Investment Counsel
- Joined ZWJ in 2013
- Over 19 years of experience in financial services
Education
- Clayton State University – BA in business management, minor in marketing – 2011
Family
- Two dogs, Peewee and Leo.
Michele Kahle
Experience
- Principal and Client Service Associate, ZWJ Investment Counsel
- Joined ZWJ in 2016
- Over 24 years of experience in financial services
Education
- Georgia Southern University – BA in communications, minor in public relations
Family
- Married to Marcus