Equity

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Equity Research & Management

John Crawford, III
Chairman and Chief Investment Officer
John founded the firm in 1980 and currently serves as Chairman and Chief Investment Officer. In addition to managing a select number of client portfolios directly, and communicating our firm’s current thinking to the broader client base via timely updates, John crafts the firm’s economic outlook and strategic asset allocation direction. Furthermore, he aids the Managing Directors of our Fixed Income, Equity, and Diversified Portfolio Groups in assessing trends and relative value among the asset classes our portfolio managers implement in client portfolios. Prior to establishing the firm, Mr. Crawford spent ten years with Lionel D. Edie & Company, a New York-based investment counseling firm. He spent the last five years of his association there as Regional Manager of the Southeastern office. Before joining Edie, he was associated with Merrill Lynch. Mr. Crawford received his BA degree from the University of Georgia and his M.Div. from Drew University. Mr. Crawford has worked in the investment industry since 1969. He currently serves on the investment advisory committee for the American Cancer Society and is Chairman of the Board of Trustees of Drew University.

David Crawford, CFA
President. Portfolio Manager
David is President of the firm and serves as the Chief Compliance Officer. In addition to serving as the portfolio manager on a select number of accounts, he serves on the Equity Research team and conducts research on industries covered within our Core and Dividend Growth equity strategies. David joined the firm in 1992. Previously, Mr. Crawford worked for the Federal Home Loan Bank. He received his BA degree in Economics from Denison University and his Master of Finance from Georgia State University.

John Crawford, IV, CFA
Director of Equity Investments, Portfolio Manager
John oversees the firm’s proprietary equity strategies and leads our equity research process. In addition to leading investment committee meetings and to supervising our team of dedicated equity analysts he conducts stock specific research. John serves as a portfolio manager on a select number of client portfolios. He joined the firm in 1990. Mr. Crawford began his career in the investment industry at Merrill Lynch Capital Markets in 1988. He received his BBA degree from the University of Georgia and his Master of Finance from Georgia State University.

Milton Williams, III
Portfolio Manager
Milton serves as a portfolio manager to a large number of our clients. Milton assists our Chief Investment Officer in developing and communicating our economic outlook and serves as part of the equity research team with stock specific research. He joined the firm in 1994. Previously, Mr. Williams was a Vice President and a senior portfolio manager for both Bank of America and SunTrust. Mr. Williams began his investment career, in 1986, with The Robinson-Humphrey Company. Prior to Robinson-Humphrey, he completed four years of service as a Captain in the United States Air Force. Mr. Williams earned his BS degree in Business Administration from The Citadel. Mr. Williams is a former Vice-Chairman and current advisor to The Georgia Trust for Historic Preservation.

Thomas Buehler, CFA
Portfolio Manager
Tom serves as a portfolio manager working directly with clients and is part of our equity research team conducting stock specific research. He joined the firm in 2005. Previously, Mr. Buehler was a trader and analyst with Caldwell & Orkin. He began his investment career in 1999. Tom received his BS degree in Finance from the University of Dayton and his MBA from the University of Notre Dame. Tom received his CFA designation in 2007.

Paul Becht, CFA
Research Analyst
Paul oversees and conducts equity research efforts for our Core and Dividend Growth equity products. He joined the firm in 1998. Previously, Mr. Becht was a Vice-President and Senior Research Analyst for Trusco Capital Management and NationsBank. He received his BS degree in Business from Washington & Lee University. Mr. Becht began his investment career in 1986 after five years as a senior credit analyst.

Boris Kuzmin, CFA
Research Analyst
Boris is an equity research analyst and spends 100% of his time analyzing specific stocks within our defined universe. He joined the firm in 2004. Previously, Mr. Kuzmin was an intern analyst for Emory Investment Management. He received his BS degree in Economics from the Russian Academy of Economics and his MBA from Emory University. Boris earned his CFA designation in 2006.

David Gilmore, CFA
Research Analyst
David is a senior equity research analyst. He joined the firm in 2009. David serves as part of the equity research team and conducts research on industries covered within our Core and Dividend Growth equity strategies. Mr. Gilmore started his investment career in 1997 with Federated Investors. During his tenure, he was promoted to Vice President and Senior Portfolio Manager. His responsibilities included equity research and portfolio management. David received his BS degree in Accounting from Liberty University and his MBA from the University of Virginia. David received his CFA designation in 2000.

Jeffrey Miller, CFA
Research Analyst
Jeff is a senior equity research analyst. He joined the firm in 2011. Jeff serves as part of the equity research team and conducts research on industries covered within our Core and Dividend Growth equity strategies. Previously, Mr. Miller spent twelve years at Institutional Capital LLC (ICAP) where he was most recently a Senior Vice President with global responsibility of the technology sector, as well as a voting member on the senior investment committee. Prior to ICAP, Mr. Miller worked at Dain Rauscher where he began his investment career in 1996 helping conduct research for the oilfield services and energy sector. Jeff received his BBA degree from Southern Methodist University (SMU) and his MBA at Loyola University Chicago. Jeff earned his CFA designation in 2001.

Equity Trading

Debra DiSimone
Head of Equity Trading
Debra oversees the equity trading for all of our client accounts. Debra joined the firm in 2003. She has over 15 years of experience in the investment industry specializing in trading. Prior to joining the firm, Ms. DiSimone worked on the Institutional Trading Desk at Merrill Lynch. She received her BS degree from Villanova University.