Mr. Chad Crawford joined Cornerstone in 2012 and currently is a Portfolio Manager. He is responsible for building, managing, and monitoring investment portfolios for institutions and individuals.
Mr. Crawford began his career with a large institutional money management firm in Atlanta, where he focused on portfolio reporting and investment analysis. He then went on to work for a trust company, where he provided financial planning, investment management, and estate planning services to high net worth individuals, family offices, endowments, and foundations. He holds the Series 65 Uniform Investment Advisor Law License and is a Level II candidate in the Chartered Financial Analyst ® (CFA) program.
BBA Finance, University of Georgia, Terry College of Business, Athens, GA - 2007
Outside of the office, you can find Chad on the golf course, spending time with his family and friends, and being involved with his local church where he serves as an elder. Chad lives in Loganville with his wife Alex, who is a fitness instructor, and their two daughters Charlee and Canler.