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JN

Jeff Neville

Portfolio Manager at ZWJ Investment Counsel Inc.

Atlanta, GA , United States

About

Jeff Neville is a Principal and Portfolio Manager at ZWJ Investment Counsel Inc. in Atlanta, Georgia, where he is also a member of the firm's Investment Committee. In this role, he oversees the management of discretionary portfolios consisting primarily of equities, fixed income, and balanced strategies tailored to the unique objectives and risk tolerances of each client.

Neville's investment expertise encompasses both equity and fixed income assets, with significant experience in managing portfolios containing stocks as well as various types of bonds, including municipal, corporate, agency, and government issues. Prior to joining ZWJ in 2012, he spent over 25 years at Merrill Lynch, where he held the role of Director of Institutional Equity and Convertible Bond Sales, providing institutional clients with research and trading coverage specifically focused on equities and convertible bonds.

He holds a Bachelor’s degree in Administrative Science from Colby College and an MBA from Duke University's Fuqua School of Business. Additionally, Neville is a CFA charterholder and an active member of both the CFA Society Atlanta and the CFA Institute, reflecting his longstanding commitment to professional excellence and integrity in the investment management industry.

Career History

OrganizationRoleDate RangeDetails
ZWJ Investment CounselPortfolio ManagerApr 2012 to Present

Education

Duke University - Fuqua School of Business

1983 1985

Colby College

1977 1981

Skills & Expertise

Series 7
Capital Markets
Fixed Income
Financial Markets
Investments
Securities
Wealth Management
Equities
Alternative Investments
Asset Management
Derivatives
Portfolio Management
Financial Modeling
Bloomberg
Investment Banking
Valuation
Project Management
Strategic Planning
Financial Analysis
Leadership

Others at ZWJ Investment Counsel Inc. (8)

NameRoleLocation
B
Brad Young
PrincipalAtlanta, GA , United States
Emilie Hill
Emilie Hill
Principal and Portfolio ManagerAtlanta, GA , United States
K
Kevin Yang
Principal, Chief Investment Officer, and Portfolio ManagerAtlanta, GA , United States
K
Krista Cosgrove
PrincipalAtlanta, GA , United States
S
Stacey Ewing
Equity Research AnalystAtlanta, GA , United States
Will Miller
Will Miller
Portfolio ManagerAtlanta, GA , United States
Blaire Hodgin
Blaire Hodgin
Portfolio ManagerAtlanta, GA , United States
Charles Abney
Charles Abney
PrincipalAtlanta, GA , United States

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