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    Brad Young

    Investment Counselor

    There are two financial professionals named Brad Young. Because the query specifies "Principal at ZWJ Investment Counsel," the first person is Bradford S. J. Young.2

    Bradford S. J. Young is an Investment Committee member and Portfolio Manager at ZWJ Investment Counsel, where he joined in 2004.2 He is a CFA charterholder and a member of the CFA Institute and CFA Society Atlanta.2 Prior to joining ZWJ Investment Counsel, Young spent ten years as a portfolio manager and analyst with Cornerstone Capital.2

    Experience and Education::

    • Education He graduated from the University of Virginia with a BA in history in 1983 and from Deerfield Academy in 1979.2
    • Community Engagement He is a Permanent Deacon at St. Catherine of Siena Catholic Church in Kennesaw and a Board Member at Chesterton Academy of Atlanta. His past community engagement includes serving as Past President of CFA Atlanta (Atlanta Society of Financial Analysts) and Presidents Council Representative for the Southeastern U.S. and Caribbean region for the CFA Institute.2

    ZWJ Investment Counsel, Inc. is a privately held, SEC-registered investment advisor located in Atlanta, Georgia.3 The firm provides discretionary asset management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations.3 The firm was founded in 1974.3 As of December 31, 2023, ZWJ Investment Counsel managed over $3 billion in assets.1

    The other Brad Young is a Senior Portfolio Manager at RBC Dominion Securities, located in Woodstock, Ontario, Canada. He leads the Young Wealth Management Group within RBC Dominion Securities.

    Highlights

    Nov 11 · bankeradvisor.com
    ZWJ Investment Counsel - Reviews
    Oct 17 · zonebourse.com
    Blaire Hodgin
    BradfordYoung
    Apr 8 · zwjic.com
    ZWJIC | Home | Money Management Firm
    Jan 1 · letsassemble.com
    ZWJ Investment Counsel, Inc.
    Jan 31 · zwjic.com
    ZWJIC | Our Team | Money Management Firm
    ZWJIC | Our Team | Money Management Firm
    Sep 8 · leadiq.com
    ZWJ Investment Counsel Company Overview, Contact Details & Competitors

    Related Questions

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    Location

    Atlanta, Georgia
    Location