Stacey Devan Ewing

Director of Research at ZWJ Investment Counsel, Inc.

Stacey Devan Ewing

Stacey Devan Ewing

Director of Research at ZWJ Investment Counsel, Inc.

Biography

Mr. Stacey D. Ewing, CFA MBA, is a Principal & Director of Equity Research at ZWJ Investment Counsel, Inc. He is also a Portfolio Manager and a member of the Investment Committee. He joined the firm in 2002.He was previously employed as a Manager by Multinational Paper Products Company.Mr. Ewing earned a Bachelor’s degree in Social Science from The Citadel, a Bachelor’s degree in Chemistry from Francis Marion University, and an MBA from Emory University. He is a CFA charterholder and a member of the CFA Institute and the Atlanta Society of Finance and Investment Professionals.

Overview
RelSci Relationships

13

Number of Boards

1

Number of Awards

1

Relationships
RelSci Relationships are individuals Stacey Devan Ewing 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

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

Relationship likelihood: Strong

Director & Portfolio Manager 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

Former Chief Investment Officer at ZWJ Investment Counsel, Inc.

Relationship likelihood: Strong

Portfolio Manager at ZWJ Investment Counsel, Inc.

Relationship likelihood: Strong

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Stacey Devan Ewing
Director of Research at ZWJ Investment Counsel, Inc.
Education
MBA
Class of 2002

On February 18, 1919, the dean of Emory College, Howard Odum, recommended the creation of a “school of economics and business administration” to the Board of Trustees. Thus, in the fall of 1919, the new school worked with Emory College to offer courses in economics, accounting, and business law. By 1925, there was one faculty member and full-time assistant, five staff members and 145 students. In 1926, eight students received the Bachelor of Business Administration degree. Two decades after the school awarded degrees in business administration, the school accepted its first female student in 1954. In the same year, the MBA program commenced, with 19 registered students. Goizueta Business School In 1992, the evening MBA program was introduced. At the same time, the school was achieving greater validation for its programs. When the American Association of Collegiate Schools of Business began accrediting master’s programs, Emory’s program was one of the first to be approved. Four years later, Emory appeared on the list of the top American colleges and universities producing U.S. executives. This newfound acclaim accompanied new programs, such as the concentration within the MBA program for professional accounting and, in 1979, the Executive MBA program. Also at this time, the school created a plan to allow students to complete both the MBA and Juris Doctor degree within four years. Rankings of the school’s programs highlight the results of thoughtful and steady expansion. In 1986, the Executive MBA program was ranked in the top 15 in a Business Week survey. In 1994, the school was renamed for Roberto C. Goizueta, a much admired and successful business leader. More than providing a namesake for the school, Roberto C. Goizueta placed his philosophical stamp on the school’s academic and financial development. Goizueta proclaimed, “Business schools today cannot just reflect business the way it is. They must teach business the way it will be.” The millennium brought about a new PhD program in business administration and a new program in Real Estate. Goizueta Business School installed its current dean, Professor Larry Benveniste, in 2005

Bachelor's in Chemistry
Class of 1996

Francis Marion University is a school in Florence.

Bachelor's in Social Science
Class of 1994

Citadel Military College of South Carolina is a school in Charleston.

Memberships
Member

The Mission of the CFA Institute is to lead the investment profession globally by promoting the highest standards of ethics, education, and professional excellence for the ultimate benefit of society.

Career History
Director of Research
2004 - 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 Policy Committee
2002 - 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

Stacey Devan Ewing is affiliated with ZWJ Investment Counsel, Inc., ZWJ Investment Counsel, Inc.

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