Chad Crawford, CIMA®

Lead Portfolio Manager & Investment Consultant

Professional

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

Experience

Mr. Crawford began his career with a large institutional investment 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 joined Cornerstone in 2012. He holds the Series 65 Uniform Investment Adviser Law License and has 18 years of investment experience. Mr. Crawford 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

Successfully passed the Series 65 Uniform Investment Adviser Law Exam

Certified Investment Management Analyst® (CIMA)

Personal

Outside of the office, Chad spends his time with his wife Alex and their three daughters Charlee, Canler, and Colbie. Chad also enjoys being involved with his local church, fellowshipping with friends, and playing golf.