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About
Stacey D. Ewing, CFA, serves as Principal, Director of Equity Research, Portfolio Manager, and a member of the Investment Committee at ZWJ Investment Counsel in Atlanta, Georgia. In this capacity, Stacey leads the equity research team, designs investment strategies, and manages client portfolios, contributing to the firm’s long-term, fundamentally driven approach to wealth management.
Stacey specializes in equity research with a focus on publicly traded U.S. stocks across multiple sectors, including but not limited to large-cap and mid-cap equities, with an emphasis on fundamental company analysis and sector allocation as part of portfolio construction. Through active participation in the firm’s investment process, Stacey is instrumental in sector positioning and security selection, advising clients that range from individuals to institutions.
With over two decades of experience at ZWJ since 2002 and prior management roles in the paper products industry, Stacey brings deep expertise in equity research and portfolio management. Stacey holds a Master of Business Administration in Finance from Emory University – Goizueta Business School, is a CFA charterholder, and is an active member of the CFA Institute and CFA Society Atlanta.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| ZWJ Investment Counsel | Equity Research Analyst | Jan 2002 to Present | — |
Education
Emory University - Goizueta Business School
Master of Business Administration, Finance
2000 — 2002
Hartsville High School
Emory University
Master of Business Administration, Finance
The Citadel
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 |
| Portfolio Manager | Atlanta, GA , United States | |
| Portfolio Manager | Atlanta, GA , United States | |
| Principal | Atlanta, GA , United States |
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