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Chad Crawford, CIMA®

chad@cornerstonemgt.net

Professional

Mr. Chad Crawford joined Cornerstone in 2012 and currently serves as a Lead Portfolio Manager and Investment Consultant for the firm. He is responsible for building, managing, and monitoring investment portfolios for institutions and individuals. These responsibilities include portfolio construction, investment manager due diligence, client presentations, and overseeing the portfolio management function.

Experience

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 has 10 years of investment experience. Mr. Crawford also obtained the Certified Investment Management Analyst® (CIMA) credential from the Investments & Wealth Institute, following completion of the accredited executive program at the Yale School of Management. The CIMA certification is regarded as the peak international, portfolio construction program for investment consultants.

Education

BBA Finance, University of Georgia, Terry College of Business, Athens, GA - 2007

Certified Investment Management Analyst® (CIMA)

Personal

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 three daughters Charlee, Canler, and Colbie.

Appearances

Upcoming

Karen Sillay will attend

ABACC Annual Conference

in Orlando, FL

Learn More
Upcoming

Winters Richwine
is speaking at

ABACC Annual Conference

in Orlando, FL

Learn More
Upcoming

Bryan C. Taylor
is speaking at

Christian Leadership Alliance Outcomes Conference

in Dallas, TX

Learn More
Upcoming

Karen Sillay will attend

Christian Leadership Alliance Outcomes Conference

in Dallas, TX

Learn More