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Chad Crawford
Lead Portfolio Manager and Investment Consultant at Cornerstone Management, Inc.
About
Chad Crawford is a Lead Portfolio Manager and Investment Consultant at Cornerstone Management, Inc., based in Atlanta, Georgia. He is responsible for building, managing, and overseeing investment portfolios for clients, providing strategic investment advice, and ensuring portfolio alignment with client objectives. Crawford specializes in a broad range of asset classes, including equities, fixed income, and alternative investments, with a focus on customized portfolio solutions for high-net-worth individuals and institutional clients.
Prior to joining Cornerstone Management in 2012, Crawford held roles as an Associate at Diversified Trust and as an Associate, Portfolio Reporting at EARNEST Partners, where he gained extensive experience in portfolio analysis, reporting, and client service. His background includes deep involvement in investment research, risk management, and portfolio construction across various market cycles.
Crawford holds a Bachelor of Business Administration in Finance from the University of Georgia’s Terry College of Business and is a Certified Investment Management Analyst (CIMA®). He has passed the Series 65 examination and is recognized for his expertise in portfolio management, investment consulting, and delivering tailored investment strategies that meet the evolving needs of clients.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Cornerstone Management, Inc | Lead Portfolio Manager and Investment Consultant | Jun 2012 to Present | Responsible for building, managing, and monitoring investment portfolios for institutions and individuals. These responsibilities include portfolio construction, investment manager due diligence, clie... |
| Diversified Trust | Associate | Apr 2011 to Jun 2012 | Provided Wealth Management services to individuals, family offices, trusts, endowments, and foundations. Initiatives: - Develop analytical spreadsheets on investment portfolio performance, allocation,... |
| EARNEST Partners | Associate, Portfolio Reporting | Jun 2008 to Jul 2011 | Provided comprehensive institutional investment reporting to clients. This included the preparation, analysis, and distribution of monthly reports, quarterly reports, ad hoc client requests, prospect ... |
Education
University of Georgia - Terry College of Business
Bachelors, Finance
2003 — 2007
Skills & Expertise
Others at Cornerstone Management, Inc. (3)
| Name | Role | Location |
|---|---|---|
| Principal | Alpharetta, GA , United States | |
| Investment Analyst | Duluth, GA , United States | |
| Portfolio Manager | Atlanta, GA , United States |
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