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KY

Kevin Yang

Principal, Chief Investment Officer, and Portfolio Manager at ZWJ Investment Counsel Inc.

Atlanta, GA , United States

About

Kevin C.H. Yang is the Principal, Chief Investment Officer, and Portfolio Manager at ZWJ Investment Counsel Inc. in Atlanta, GA. He leads investment strategy and portfolio management, and plays a key role as a member of the firm’s Investment Committee, shaping investment decisions and client asset allocation.

Since joining ZWJ in 2006, Kevin specializes in managing investments for individuals, small businesses, and institutional clients. His expertise spans equity and fixed-income securities, focusing on customized portfolio management, multi-asset allocation, and rigorous security selection, with an emphasis on long-term wealth preservation and risk management in both U.S. and international markets.

Kevin holds a Bachelor of Science in Mechanical Engineering from the Georgia Institute of Technology and is a CFA charterholder, as well as a member of both the CFA Institute and CFA Society Atlanta. Bilingual in English and Mandarin, he brings a diverse analytical background and engineering rigor to investment research and portfolio construction, making significant contributions within the wealth management and investment advisory sector.

Career History

OrganizationRoleDate RangeDetails
ZWJ Investment CounselPrincipal, Chief Investment Officer, and Portfolio ManagerOct 2006 to Present
Gardner DenverAssociate EngineerJun 2004 to May 2005

Education

Georgia Institute of Technology

Bachelor Of Science In Mechanical Engineering, Mechanical Engineering

2000 2004

Skills & Expertise

Equities
Capital Markets
Investments
Valuation
Asset Management
Equity Valuation
Equity Research
Financial Modeling
Portfolio Management
Fixed Income
Investment Management
Management
Strategic Planning
Finance
Financial Analysis
Strategy
Financial Services
Investment Valuation
Investment Strategies
Mandarin
Leadership
Microsoft Excel
Customer Service
Analysis
Sales

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
J
Jeff Neville
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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