Top Investment Officers in Greater Atlanta Area
Greg Johnsen, CFA
Principal
Greater Atlanta Area
Principal
Director, Investment Risk Management
Teaching Faculty, Graduate School of Management
Senior Manager, Pension Investments
Chief Investment Officer
Deputy Fund Manager/Head of External Manager Research North American External Funds Department
Commissioned Officer
Combat Command- Operation Desert Shield/Storm
St. John's University
Recommendations: 3
Investment Management
Asset Allocation
Investments
Equities
Risk Management
Asset Management
Portfolio Management
Wealth Management
g****[email protected]
Allen W. Marshall, MBA CFP
Founder/CEO/Chief Investments Officer
Greater Atlanta Area
Founder/CEO/Chief Investments Officer
Founder & Managing Member
Founder & Managing Member
Founder & Chief Investment Officer
Owner and/or Co-Founder
Griffin High School
Georgia State University - J. Mack Robinson College of Business
The University of Georgia
College for Financial Planning
Japanese External Trade Organization
Southern Tech
Recommendations: 2
Investments
Portfolio Management
Business Planning
Small Business
Management
Mutual Funds
Leadership
Risk Management
a****[email protected]
Ken Graves
Advisory Board Member
Greater Atlanta Area
Advisory Board Member
Managing Partner and Chief Investment Officer
Chairman and Interim Director
Connoisseur, Owner Of & One Who Enjoys Esperantes
UNC
Southwestern University
University of North Carolina at Chapel Hill
Recommendations: 1
Guggenheim Advisory Board Member 2008 - 2012
Bloomberg
Asset Managment
Investments
Investment Strategies
Retirement Planning
Mutual Funds
Strategic Financial Planning
k****[email protected]
Brian Pellegrino
Chief Investment Officer
Greater Atlanta Area
Chief Investment Officer
UPS
Rutgers University - Newark
Montclair State University
Recommendations: 0
Portfolio Management
Corporate Finance
Asset Allocation
Finance
Risk Management
Strategy
Treasury
Cash Management
b****[email protected]
b****[email protected]
Bradley Alford, CFA
Founder & Chief Investment Officer
Greater Atlanta Area
Founder & Chief Investment Officer
Managing Director
Director of Investments
Managing Director of Investment Division
Director of Endowment Investments
University of Alabama
University of Alabama
Recommendations: 0
b****[email protected]
John Akin
EVP and Chief Investment Officer
Greater Atlanta Area
EVP and Chief Investment Officer
Principal
Chief Financial Officer and Chief Investment Officer
Duke University - The Fuqua School of Business
Recommendations: 0
Investments
Financial Modeling
Corporate Development
Asset Managment
Due Diligence
Real Estate
Mergers
Real Estate Economics
j*****@carterusa.com
David Homrich
EVP, Chief Financial & Investment Officer
Greater Atlanta Area
EVP, Chief Financial & Investment Officer
The University of Georgia
The University of Georgia
Recommendations: 0
Financial Analysis
Financial Reporting
Strategic Financial Planning
Strategic Planning
Asset Managment
Alternative Investments
Private Equity
High Net Worth Individuals
d****[email protected]
Adrian Cronje
Senior Vice President and Chief Investment Strategist
Greater Atlanta Area
Senior Vice President and Chief Investment Strategist
Chief Executive Officer, Chief Investment Officer and Founding Partner
Partner and Chief Investment Officer
Director, Deputy Head of Quantitative Equity Products
University of Cambridge
University of Cambridge
University of Cape Town
Recommendations: 0
a****[email protected]
William A Whipple Jr, CFA
President and Chief Investment Officer
Greater Atlanta Area
President and Chief Investment Officer
Director, Global Real Estate, Business Development
Manager, Real Estate, Equities & Risk
Founder and President
Senior Financial Analyst, Treasury
Sr. Management Services Engineer Consultant
Civil Engineer
Georgia Institute of Technology
Georgia State University
Recommendations: 0
Investments
Portfolio Management
Management
Equities
Finance
Entrepreneurship
Risk Management
Real Estate
w****[email protected]
Adrian Cronje
Partner and Chief Investment Officer
Greater Atlanta Area
Partner and Chief Investment Officer
Senior Vice President and Chief Investment Strategist
Director, Deputy Head of Quantitative Equity Products
University of Cambridge
University of Cambridge
University of Cape Town
Recommendations: 0
Asset Management
Investment Management
Wealth Management
Investments
Alternative Investments
Equities
Portfolio Management
Financial Modeling
a****[email protected]
j****[email protected]
Jatin Desai
Managing Principal, Chief Investment Officer
Greater Atlanta Area
Managing Principal, Chief Investment Officer
Principal
Principal
Analyst - Real Estate
UNC Kenan-Flagler Business School
University of North Carolina at Chapel Hill
University of New South Wales
Recommendations: 0
Acquisitions
Asset Management
Asset Managment
Budgets
Business Planning
Hospitality
Investments
Financial Analysis
j****[email protected]
Stephen Gallant
Senior Vice President, Head of Rates Markets
Greater Atlanta Area
Senior Vice President, Head of Rates Markets
Vice President
Managing Partner
Managing Partner
Associate
President
Vice President
Founder, Chief Investment Officer
Washington University in St. Louis
Washington University in St. Louis
Recommendations: 0
Asset Managment
Portfolio Management
Investments
Hedge Funds
Alternative Investments
Investment Management
Capital Markets
Equities
s****[email protected]
Dr. Tony Moore
Sr. Pastor
Greater Atlanta Area
Sr. Pastor
Director
Assoc. Pastor/Family Life Ministries
Chief Investment Officer
Christian Life College & Seminary
La Salle University - School of Business Administration
Recommendations: 0
Public Speaking
Fundraising
Team Building
Strategic Planning
Budgets
Organizational...
Research
Psychotherapy
p****[email protected]
Mark O. Lapolla, CFA
Co Founder, Chief Investment Officer
Greater Atlanta Area
Co Founder, Chief Investment Officer
Founder; Global Markets Strategist
Member Board of Directors
Managing Director
Founder
Managing Partner
Senior Researcher
Equity Analyst
Institutional Equity Sales and Trading
Associate, Equity Sales & Trading
The College of William and Mary
Phillips Academy Andover
Recommendations: 0
m*****@sixthmanresearch.com
David Fisher
Co-Founder & Chief Investment Officer
Greater Atlanta Area
Co-Founder & Chief Investment Officer
Associate
University of Alabama
Recommendations: 0
d****[email protected]
d*****@signaturefd.com
Kimnese Abdul-Salaam
Financial Analyst II
Greater Atlanta Area
Financial Analyst II
Investment Officer
Client Service Representative
Saint Joseph's University
Recommendations: 0
Financial Analysis
Financial Services
Management
Insurance
Process Improvement
Leadership
Microsoft Excel
Microsoft Office
k****[email protected]
Rob Appleman
Inst'l New Business Development Officer / Vice President
Greater Atlanta Area
Inst'l New Business Development Officer / Vice President
401(k) Plan Strategist
Investment Officer
Retirement Specialist
Investment Associate
Financial Advisor
Augusta State University
Recommendations: 0
Customer Service
Retirement
Retirement Planning
Investments
Asset Allocation
Wealth Management
Sales
Finance
r****[email protected]
Justin D. Streeter, CPA, MBA, CFP®
Principal
Greater Atlanta Area
Principal
Principal, Chief Investment Officer
Financial Consultant CPA, MBA, CFP®
Bond Analyst
Bank Auditor
Central Michigan University
Central Michigan University
Delta College
HH Dow High
Recommendations: 0
Business Planning
Financial Planning
Estate Planning
Insurance
Investments
Small Business
East Cobb Financial Planner
East Cobb Financial Advisor
s****[email protected]
j****[email protected]
Julie Vinar
Vice President, Senior Client Service Professional
Greater Atlanta Area
Vice President, Senior Client Service Professional
Investment Officer I
Investment Associate
The University of Georgia
Louisville Eastern High School
Recommendations: 0
Series 7
Series 66
Institutional Money Management Firm
Fixed Income
Investments
Customer Service
Microsoft Office
PowerPoint
j****[email protected]
John CFP®
Chief Investment Officer
Greater Atlanta Area
Chief Investment Officer
Portfolio Manager
Investment Consultant
University of New Orleans
Frostburg State University
Recommendations: 0
Jerrold Barag
CEO
Greater Atlanta Area
CEO
Managing Director
Chief Investment Officer
University of Pennsylvania - The Wharton School
Recommendations: 0
