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About
Brad Young serves as Principal, Portfolio Manager, and Investment Committee member at ZWJ Investment Counsel in Atlanta, Georgia, where he oversees portfolio management and helps guide investment strategies for the firm’s clients. He joined ZWJ in 2004 and is responsible for investment decision-making across client portfolios, providing counsel on asset allocation and security selection.
His expertise spans both equity and fixed income asset classes, focusing on the development and management of customized investment portfolios for high net worth individuals, families, and institutional clients. Brad brings deep experience in sector and security analysis, helping clients navigate changing market dynamics and economic cycles.
Brad holds a BA in History from the University of Virginia, which underpins his analytical approach to broader investment trends. In addition to his professional role, he serves as Treasurer of the Board of Trustees at Chesterton Academy of Atlanta and is actively engaged in his community as a Permanent Deacon in the Archdiocese of Atlanta.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| ZWJ Investment Counsel | Principal | Oct 2004 to Present | Principal at ZWJ Investment Counsel, an Atlanta-based, SEC Registered Investment Advisor (RIA) investment services firm working with affluent and high net worth clients. |
| Chesterton Academy of Atlanta | Member Board of Trustees | Jan 2023 to Present | — |
| Archdiocese of Atlanta | Permanent Deacon | Feb 2017 to Present | — |
| CFA Institute | PCR Southeastern US and Caribbean | Sep 2011 to Aug 2013 | — |
Education
University of Virginia
BA, History
1979 — 1983
Others at ZWJ Investment Counsel Inc. (8)
| Name | Role | Location |
|---|---|---|
| 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 |
 | Portfolio Manager | Atlanta, GA , United States |
 | Principal | Atlanta, GA , United States |
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