Chad Crawford, CIMA®

Lead Portfolio Manager & Investment Consultant

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 Adviser 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

Successfully passed the Series 65 Uniform Investment Adviser Law Exam

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. Chad lives in Loganville with his wife Alex and their three daughters Charlee, Canler, and Colbie.