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About
Blaire P. Hodgin, CPA, is a Portfolio Manager and member of the Investment Committee at ZWJ Investment Counsel, Inc., headquartered in Atlanta, Georgia. Joining ZWJ in 2024, she is responsible for managing client portfolios, contributing to firm-wide investment strategy, and serving high-net-worth individuals as well as institutional clients.
Her sector focus at ZWJ Investment Counsel includes discretionary asset management across equities, fixed income, and multi-asset portfolios for individuals, trusts, estates, pensions, and charitable organizations within the finance and consumer services industries. She leverages her background in tax advisory and financial planning to optimize complex portfolios and provide integrated solutions tailored to client objectives.
Prior to joining ZWJ, Blaire Hodgin served as Director of High Net Worth Tax at Windham Brannon and held leadership roles at TrueWealth LLC, furthering her expertise in tax management and wealth advisory for high-net-worth clients. She earned a BS in Business Administration with a concentration in Accounting from the Georgia Institute of Technology, graduating with highest honors, and is an active Certified Public Accountant and member of both the Georgia Society of CPAs and the American Institute of Certified Public Accountants.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| ZWJ Investment Counsel | Portfolio Manager | Jan 2024 to Present | Portfolio Manager at ZWJ Investment Counsel, an Atlanta-based, SEC Registered Investment Advisor (RIA) investment services firm working with affluent and high net worth clients, stewarding their wealt... |
| Windham Brannon | Director | Jan 2016 to Jan 2024 | Specialized in high net worth individual, estate and gifting tax compliance. |
Education
Georgia Institute of Technology - Scheller College of Business
BS Business Administration, Accounting
2011 — 2015
Others at ZWJ Investment Counsel Inc. (8)
| Name | Role | Location |
|---|---|---|
B Brad Young | Principal | Atlanta, GA , United States |
| Principal and Portfolio Manager | Atlanta, GA , United States | |
J Jeff Neville | Portfolio Manager | Atlanta, GA , United States |
K Kevin Yang | Principal, Chief Investment Officer, and Portfolio Manager | Atlanta, GA , United States |
K Krista Cosgrove | Principal | Atlanta, GA , United States |
S Stacey Ewing | Equity Research Analyst | Atlanta, GA , United States |
| Portfolio Manager | Atlanta, GA , United States | |
| Principal | Atlanta, GA , United States |
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