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About
Charles Abney is Principal, Director, and Portfolio Manager at ZWJ Investment Counsel in Atlanta, GA, where he has served since 1993. He is also a member of the firm's Investment Committee, responsible for guiding investment policy and managing client portfolios. His work centers on personal money management, with a focus on public equities and customized portfolio strategies for individuals and institutions.
Abney has substantial experience across asset management and investment policy, having previously worked with the Department of Commerce in Washington, D.C., and held roles at other investment counsel firms before joining ZWJ. His expertise covers U.S. equities and fixed income, and he has contributed to the firm's emphasis on long-term, client-centered portfolio management.
He received his undergraduate degree from Davidson College and holds an MBA from Emory University. Abney is a CFA charterholder and active member of both the CFA Institute and CFA Society Atlanta, reflecting his advanced proficiency and commitment to best practices in investment management. He is also recognized for civic engagement, including serving as board chair of the High Museum of Art and participating in various Atlanta-area non-profits.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| ZWJ Investment Counsel | Principal | Jan 1993 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, stewarding their wealth since ... |
Education
Davidson College
1985 — 1989
Emory University
Master of Business Administration - MBA
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 | |
| Portfolio Manager | Atlanta, GA , United States |
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