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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
| Organization | Role | Date Range | Details |
|---|---|---|---|
| ZWJ Investment Counsel | Portfolio Manager | Apr 2012 to Present | — |
Education
Duke University - Fuqua School of Business
1983 — 1985
Colby College
1977 — 1981
Skills & Expertise
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 | |
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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