Krista Cosgrove

Krista L. Cosgrove, CFA, is Principal, Investment Committee member, Portfolio Manager, and Chief Compliance Officer at ZWJ Investment Counsel in Atlanta, where she has served since 2007. In her current capacity, she leads portfolio management and regulatory compliance, guiding investment strategy and risk management for private clients, institutions, and other stakeholders. Her responsibilities also extend to mentoring investment teams and upholding the firm’s compliance standards.

Cosgrove brings more than three decades of investment counsel experience, specializing in equity and fixed income asset allocation, portfolio construction, and personalized wealth management. At ZWJ, she covers a broad range of sectors for high-net-worth individuals and institutional investors, leveraging her background as a Senior Portfolio Manager at SunTrust Bank, where she developed expertise in multi-asset strategies, risk-adjusted returns, and financial planning.

A CFA charterholder and active member of the CFA Institute and CFA Society Atlanta, Cosgrove holds an MA in Economics with a Finance concentration from Vanderbilt University and a BA in Economics with minors in Business Administration and Mathematics from Elon University. She was recently named to the Board of Directors at Lenbrook and participates in the Atlanta Estate Planning Council, reflecting her commitment to financial stewardship and community engagement.