Brad Young

Investment Committee Member at

ZWJ Investment Counsel, Inc.

Finance

Consumer Services

Profile

Mr. Bradford S.
Young, CFA, is an Principal, Investment Committee Member & Portfolio Manager at ZWJ Investment Counsel, Inc. He joined the firm in 2004.
Mr. Young has prior experience of 10 years as portfolio manager and analyst with Cornerstone Capital.
He received his undergraduate degree from the University of Virginia.

Brad Young active positions

Companies	Position	Start
ZWJ Investment Counsel, Inc. ZWJ Investment Counsel, Inc. Investment ManagersFinance ZWJ emphasizes steady growth of both principal and income by focusing on high-quality equity and fixed-income securities. The firm manages high-quality, intermediate-maturity government, corporate and municipal fixed-income securities. They seek equities that provide long-term capital appreciation with relatively low volatility. Purchase and sell decisions are always based on diligent research. ZWJ may sell a stock if they observe fundamental deterioration, disappointing earnings, an imprudent acquisition, management issues or material loss of market share.	Investment Committee Member	01/10/2004

All active positions of Brad Young

Former positions of Brad Young

Companies	Position	End
Cornerstone Capital, Inc. Cornerstone Capital, Inc. Investment ManagersFinance Cornerstone employs a capital preservation investment philosophy. Their primary goal is to participate in rising markets while avoiding substantial market declines. The firm conducts fundamental, technical, and cyclical analysis on all securities recommended for client accounts. The investment process incorporates researching and analyzing daily information on a macroeconomic and company specific level. Fundamental analysis combined with valuation discipline drives the decision-making process of when to take investment action. Cornerstone attempts to invest in fundamentally sound companies. All investments are made in the equity and fixed income securities of public, exchange-traded companies.	Corporate Officer/Principal	-

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Private companies	3
ZWJ Investment Counsel, Inc. ZWJ Investment Counsel, Inc. Investment ManagersFinance ZWJ emphasizes steady growth of both principal and income by focusing on high-quality equity and fixed-income securities. The firm manages high-quality, intermediate-maturity government, corporate and municipal fixed-income securities. They seek equities that provide long-term capital appreciation with relatively low volatility. Purchase and sell decisions are always based on diligent research. ZWJ may sell a stock if they observe fundamental deterioration, disappointing earnings, an imprudent acquisition, management issues or material loss of market share.	Finance
Cornerstone Capital, Inc. Cornerstone Capital, Inc. Investment ManagersFinance Cornerstone employs a capital preservation investment philosophy. Their primary goal is to participate in rising markets while avoiding substantial market declines. The firm conducts fundamental, technical, and cyclical analysis on all securities recommended for client accounts. The investment process incorporates researching and analyzing daily information on a macroeconomic and company specific level. Fundamental analysis combined with valuation discipline drives the decision-making process of when to take investment action. Cornerstone attempts to invest in fundamentally sound companies. All investments are made in the equity and fixed income securities of public, exchange-traded companies.	Finance
University of Virginia University of Virginia Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services

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