Glen Russell Carpenter, III

Vice President at ZWJ Investment Counsel, Inc.

Glen Russell Carpenter, III

Glen Russell Carpenter, III

Vice President at ZWJ Investment Counsel, Inc.

Biography

Mr. Glen R. Carpenter is a Principal, Portfolio Manager, Research Analyst & Investment Committee Member at ZWJ Investment Counsel, Inc. He joined the firm in 2007. He is also a Board member of the Buckhead Heritage Society, Atlanta Technology Angels and Chattahoochee Riverkeeper.He previously worked with Citigroup Asset Management. He was also a Founding board member and Chair of Friends of Little Nancy Creek Park and a Member of Will’s Club, Children’s Healthcare of Atlanta.Mr. Carpenter holds Bachelor of Arts degrees in Economics and History, with distinction from Hampden-Sydney College in 1998 and an MBA from University of California, Davis in 2003. He is also a CFA charter holder, member of CFA Institute and Atlanta Society of Finance and Investment Professionals.

Overview
RelSci Relationships

84

Number of Boards

1

Number of Awards

1

Relationships
RelSci Relationships are individuals Glen Russell Carpenter, III likely has professional access to. A relationship does not necessarily indicate a personal connection.

Principal & Chief Compliance Officer at ZWJ Investment Counsel, Inc.

Relationship likelihood: Strong

President at ZWJ Investment Counsel, Inc.

Relationship likelihood: Strong

Director & Portfolio Manager at ZWJ Investment Counsel, Inc.

Relationship likelihood: Strong

Director & Portfolio Manager at ZWJ Investment Counsel, Inc.

Relationship likelihood: Strong

Director of Research at ZWJ Investment Counsel, Inc.

Relationship likelihood: Strong

Principal & Portfolio Manager at ZWJ Investment Counsel, Inc.

Relationship likelihood: Strong

Portfolio Manager at ZWJ Investment Counsel, Inc.

Relationship likelihood: Strong

Principal at ZWJ Investment Counsel, Inc.

Relationship likelihood: Strong

Portfolio Manager at ZWJ Investment Counsel, Inc.

Relationship likelihood: Average

Former Chief Investment Officer at ZWJ Investment Counsel, Inc.

Relationship likelihood: Average

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Glen Russell Carpenter, III
Vice President at ZWJ Investment Counsel, Inc.
Education
Class of 2003

The University of California, Davis (also referred to as UCD, UC Davis, or Davis) is a public teaching and research university located in Davis, California just west of Sacramento. The campus covers 7,309 acres (2,958 ha), making it the largest within the 10 campus University of California system. UC Davis also has the third largest enrollment in the UC System after UCLA and UC Berkeley. The University of California, Davis campus is the largest campus in the UC system by land area, spanning 7,309 acres (2,957.8 ha) across two counties: Yolo and Solano. Though named after the City of Davis, the campus is technically located adjacent to the City of Davis in an unincorporated part of Yolo and Solano counties. The main campus is located 15 miles (24.1 km) west of Sacramento in the Sacramento Valley, part of California's Central Valley, and is adjacent to Interstate Highway 80. The Davis campus is the only school within the UC system with an airport, just west of main campus, and is one of two UC schools with its own fire department; the other being UC Santa Cruz. The campus is also conveniently located approximately an hour away from both San Francisco and the Napa Valley and two hours from Lake Tahoe. It is also one of only three schools in the University of California system, the others being UC Berkeley and UC Irvine, with a nuclear lab.

Undergraduate Degree in Economics & History
Class of 1998

Hampden-Sydney College is a private liberal arts college for men. Forbes Magazine, US News and World Report, and The Princeton Review have all included Hampden-Sydney among the best private colleges in America. In continuous operation since November 10, 1775 (Patrick Henry and James Madison were among its first Trustees), Hampden-Sydney is the tenth oldest institution of higher learning in the United States, holds the oldest (1783) private charter in the South and is the oldest of the country's few remaining colleges for men. For more than 200 years, Hampden-Sydney has carried out its mission to "form good men and good citizens in an atmosphere of sound learning." The plaque on our front gate says it all: "Come here as youths so that you may leave as men." HUC VENITE IUVENES UT EXEATIS VIRI. Hampden Sydney graduates thoughtful, honorable men who are prepared to serve society on a regional, national, and global level. - See more at: http://www.hsc.edu/About-Hampden-Sydney.html#sthash.qcioCbi1.dpuf

MBA in Quantitative Finance

UC Davis Graduate School of Management prepares the next generation of inspired, results-driven, and innovative business leaders who are committed to making a positive impact. As a business school on the rise UC Davis GSM is dedicated to spur new business and job creation, prepare innovative management leaders, and accelerate investment and innovation through strong partnerships with industry. With campuses in Northern California’s economic power centers, the UC Davis Graduate School of Management draws innovative and entrepreneurial students to a collaborative learning environment characterized by a rigorous curriculum taught by world-class faculty.

Memberships
Career History
Vice President
2007 - Current

ZWJ Investment Counsel's investment approach focuses on steady growth of principal and income through investments in high-quality equities and fixed-income securities The firm's services and processes are designed to determine and address each client’s specific investment needs, circumstances, objectives, time horizon expectations, past investment experience, and risk tolerance. Securities ZWJ uses in their investment strategies and advice include equity securities such as exchange listed securities, securities traded over the counter and foreign issues; debt securities of corporations and similar entities; certificates of deposit; municipal and government securities; and investment company securities such as mutual fund shares.ZWJ is a core equity manager that seeks to provide clients with long-term capital appreciation and relatively low volatility. The firm looks for companies with attractive valuations relative to the market, low price earnings ratio to growth rate (PEG ratio) and low debt to capital. Portfolios are diversified and offer broad exposure across economic sectors. Companies typically have market-caps of $500 million or more. Portfolios contain a blended mix of stocks which are overweighted relative to the market outlook and their potential to achieve growth and value. Portfolios contain approximately 50 equally-weighted positions.^ZWJ's fixed-income investments include high-quality, intermediate-maturity Government, corporate and municipal fixed-income securities. Average maturity and duration are extended when a decrease in interest rates is expected and are shortened when an increase in interest rates is expected. ZWJ constructs fixed-income portfolios that position clients to benefit from the firm's view of changes in interest rates, the shape and level of the yield curve and attractive spread differentials. An AA average quality is maintained. The average maturity ranges from 5 to 15 years. ZWJ only purchases investment grade bonds.

Boards & Committees
Member, Investment Committee
2007 - Current

ZWJ Investment Counsel's investment approach focuses on steady growth of principal and income through investments in high-quality equities and fixed-income securities The firm's services and processes are designed to determine and address each client's specific investment needs, circumstances, objectives, time horizon expectations, past investment experience, and risk tolerance. Securities ZWJ uses in their investment strategies and advice include equity securities such as exchange listed securities, securities traded over the counter and foreign issues; debt securities of corporations and similar entities; certificates of deposit; municipal and government securities; and investment company securities such as mutual fund shares.ZWJ is a core equity manager that seeks to provide clients with long-term capital appreciation and relatively low volatility. The firm looks for companies with attractive valuations relative to the market, low price earnings ratio to growth rate (PEG ratio) and low debt to capital. Portfolios are diversified and offer broad exposure across economic sectors. Companies typically have market-caps of $500 million or more. Portfolios contain a blended mix of stocks which are overweighted relative to the market outlook and their potential to achieve growth and value. Portfolios contain approximately 50 equally-weighted positions.^ZWJ's fixed-income investments include high-quality, intermediate-maturity Government, corporate and municipal fixed-income securities. Average maturity and duration are extended when a decrease in interest rates is expected and are shortened when an increase in interest rates is expected. ZWJ constructs fixed-income portfolios that position clients to benefit from the firm's view of changes in interest rates, the shape and level of the yield curve and attractive spread differentials. An AA average quality is maintained. The average maturity ranges from 5 to 15 years. ZWJ only purchases investment grade bonds.

Awards & Honors
CFA (Chartered Financial Analyst)
Other Affiliations

Glen Russell Carpenter, III is affiliated with ZWJ Investment Counsel, Inc., Davis Skaggs & Co., ZWJ Investment Counsel, Inc.

This web site is not endorsed by, directly affiliated with, maintained, authorized, or sponsored by Glen Russell Carpenter, III. The use of any trade name or trademark is for identification and reference purposes only and does not imply any association with the trademark holder. The Presence of Glen Russell Carpenter, III's profile does not indicate a business or promotional relationship of any kind between RelSci and Glen Russell Carpenter, III.
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