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Chad Crawford

Chad Crawford

Lead Portfolio Manager and Investment Consultant at Cornerstone Management, Inc.

Atlanta, GA , United States

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

OrganizationRoleDate RangeDetails
Cornerstone Management, IncLead Portfolio Manager and Investment ConsultantJun 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 TrustAssociateApr 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 PartnersAssociate, Portfolio ReportingJun 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

Investment Management
Portfolio Management
Investment Advisory
Finance
Asset Managment
Wealth Management
Investments
Asset Allocation
Fixed Income
Equities
Valuation
Bonds
Cash Flow
Series 63
Investment Strategies
Mutual Funds
Microsoft Excel
Bloomberg
Axys
ETFs
Institutional Investments
Fund Of Funds
Separately Managed Accounts

Others at Cornerstone Management, Inc. (3)

NameRoleLocation
Tamara Richwine
Tamara Richwine
PrincipalAlpharetta, GA , United States
Colby Wright
Colby Wright
Investment AnalystDuluth, GA , United States
Kathryn Massoni
Kathryn Massoni
Portfolio ManagerAtlanta, GA , United States

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