Robert Geoffrey Neville, Jr.

Portfolio Manager at ZWJ Investment Counsel, Inc.

Robert Geoffrey Neville, Jr.

Robert Geoffrey Neville, Jr.

Portfolio Manager at ZWJ Investment Counsel, Inc.

Biography

Mr. Robert G. Neville is a Portfolio Manager at ZWJ Investment Counsel, Inc. He is also a member of the Investment Committee.He worked for 25 years in Institutional Sales and Trading, Merrill Lynch & Co., Inc. Mr. Neville received his Bachelor’s degree in Administrative Science from Colby College, and an MBA from Duke University. He is a CFA charter holder, a member of the CFA Institute and the Atlanta Society of Finance and Investment Professionals.

Overview
RelSci Relationships

99

Number of Boards

1

Relationships
RelSci Relationships are individuals Robert Geoffrey Neville, Jr. likely has professional access to. A relationship does not necessarily indicate a personal connection.

President 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

Director & Portfolio Manager at ZWJ Investment Counsel, Inc.

Relationship likelihood: Strong

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

Relationship likelihood: Strong

Principal at ZWJ Investment Counsel, Inc.

Relationship likelihood: Strong

Principal & Portfolio Manager at ZWJ Investment Counsel, Inc.

Relationship likelihood: Strong

Vice President at ZWJ Investment Counsel, Inc.

Relationship likelihood: Strong

Portfolio Manager at ZWJ Investment Counsel, Inc.

Relationship likelihood: Strong

Assistant Portfolio Manager at ZWJ Investment Counsel, Inc.

Relationship likelihood: Average

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Robert Geoffrey Neville, Jr.
Portfolio Manager at ZWJ Investment Counsel, Inc.
Education
Class of 1985

Duke University is an academic university that offers undergraduate, graduate and professional programs. It also has publications and research services. The university was founded in 1838 and is headquartered in Durham, NC.

Class of 1981

Colby College is a private liberal arts college located on Mayflower Hill in Waterville, Maine, USA. Founded in 1813, it is the 12th-oldest independent liberal arts college in the United States. Colby was the first all-male college in New England to accept female students in 1875.

Career History
Portfolio Manager
2012 - 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.

Professional
Prior - 2011

Merrill Lynch is one of the world’s premier providers of wealth management, securities trading and sales, corporate finance and investment banking services. More than 60,000 professionals in 40 countries combine local market expertise with Merrill Lynch’s substantial global product resources, technology and capital.

Boards & Committees
Investment Policy Committee Member
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.

Other Affiliations

Robert Geoffrey Neville, Jr. is affiliated with ZWJ Investment Counsel, Inc., Merrill Lynch & Co., Inc., ZWJ Investment Counsel, Inc.

This web site is not endorsed by, directly affiliated with, maintained, authorized, or sponsored by Robert Geoffrey Neville, Jr.. 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 Robert Geoffrey Neville, Jr.'s profile does not indicate a business or promotional relationship of any kind between RelSci and Robert Geoffrey Neville, Jr..
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