• Individual Investor
  • Institutional Investor / Advisor
Fully Integrated Team

OurTeam

Our investment team is defined by depth of experience, philosophical alignment, and long-term continuity. We seek to provide investors with disciplined decision-making and consistent portfolio management.

John H. Crawford, IV, CFA
John H. Crawford, IV, CFA
Chief Investment Officer
Aaron R. Foresman, CFA
Aaron R. Foresman, CFA
Managed Income Strategy Portfolio Manager and Managing Director of Equity Research
Douglas J. Asiello, CFA
Douglas J. Asiello, CFA
SMID Cap Strategy Portfolio Manager and Senior Research Analyst
Diane M. Bromfield
Diane M. Bromfield
Equity Trader
Jon D. Christiansen, CFA
Jon D. Christiansen, CFA
Dividend Growth Strategy Portfolio Manager and Senior Research Analyst
Debra A. DiSimone
Debra A. DiSimone
Lead Equity Trader
David P. Gilmore, CFA
David P. Gilmore, CFA
Dividend Yield Strategy Portfolio Manager and Senior Research Analyst
Christopher N. Kendrick, CPA
Christopher N. Kendrick, CPA
Senior Equity Research Analyst
Boris Kuzmin, CFA
Boris Kuzmin, CFA
Small Cap Strategy Portfolio Manager and Senior Research Analyst
Frank H. Pinkerton
Frank H. Pinkerton
Core Equity Strategy Portfolio Manager and Senior Research Analyst
Geoffrey S. DeLong, CFA
Geoffrey S. DeLong, CFA
Fixed Income Investments Managing Director
Leslie M. Krone
Leslie M. Krone
Fixed Income Portfolio Manager
Jonathan R. Morgan
Jonathan R. Morgan
Fixed Income Portfolio Manager
Max Barousse
Max Barousse
Business Development Officer
Cameron Crawford
Cameron Crawford
Director of Communications
Terrence J. Miller, CFA
Terrence J. Miller, CFA
Institutional Business Development
Matthew G. Williams
Matthew G. Williams
Institutional Business Development & Client Service
Betsy M. Orr
Betsy M. Orr
Institutional Business Development & Client Service
Anne M. Altizer
Anne M. Altizer
Administrative Coordinator
Christopher Bryant
Christopher Bryant
Operations Specialist
Rachel L. Cruzado
Rachel L. Cruzado
Operations Specialist
Casey Krimmel Dhande
Casey Krimmel Dhande
Chief Compliance Officer
Jackson P. Dobbs
Jackson P. Dobbs
Operations Specialist
Hannah C. Harrison
Hannah C. Harrison
Administrative Coordinator
Frank Kimball
Frank Kimball
Chief Operating Officer
Beckie C. Morrison
Beckie C. Morrison
Administrative Coordinator
Meredith H. Olvey
Meredith H. Olvey
Director of Operations
Stephanie W. Pagano
Stephanie W. Pagano
Front Office Coordinator
Evelyn D. Poulos, CPA
Evelyn D. Poulos, CPA
Controller & Director of Human Resources
R. Harrison Reece
R. Harrison Reece
Business Analytics Manager
Tony Rivera, CPA
Tony Rivera, CPA
Chief Financial Officer
John H. Crawford, III
John H. Crawford, III
Founder and Chairman
David B. Crawford, CFA
David B. Crawford, CFA
President
Thomas J. Buehler, CFA
Thomas J. Buehler, CFA
Managing Director of Private Client and Portfolio Manager
David R. Bockel, CFP®
David R. Bockel, CFP®
Client Portfolio Manager
Ben J. Boyd, CFA
Ben J. Boyd, CFA
Client Portfolio Manager
Heather L. Brown
Heather L. Brown
Client Service Officer
Jack Crawford, CFA
Jack Crawford, CFA
Client Portfolio Manager
Denise C. Halle’-Lunsway
Denise C. Halle’-Lunsway
Client Portfolio Manager
Nicole Harley
Nicole Harley
Client Service Officer
Christopher F. Hornby
Christopher F. Hornby
Client Service Officer
Savannah P. James
Savannah P. James
Client Service Officer
Alan W. Kirchner
Alan W. Kirchner
Client Portfolio Manager
Molly E. Kittrell, CFP®
Molly E. Kittrell, CFP®
Client Portfolio Manager
Alan K. Lane, CFP®, EA
Alan K. Lane, CFP®, EA
Director of Wealth Planning
Paul J. Marshall, CFA
Paul J. Marshall, CFA
Client Portfolio Manager
Morgan W. Pirkle, Jr.
Morgan W. Pirkle, Jr.
Client Portfolio Manager
Kitty W. Ragals
Kitty W. Ragals
Client Service Officer
Kelly Scanlon
Kelly Scanlon
Client Service Officer
J. Timothy Snavely, CFA
J. Timothy Snavely, CFA
Client Portfolio Manager
Whitney B. West
Whitney B. West
Client Service Officer
Billie Sue Williams
Billie Sue Williams
Client Service Officer
Milton W. Williams, III
Milton W. Williams, III
Client Portfolio Manager

Certified Financial PlannersTM (CFP®) are licensed by the CFP® Board to use the CFP® mark. CFP® certification requirements include: Bachelor’s degree from an accredited college or university, completion of the financial planning education requirements set by the CFP® Board (www.cfp.net), successful completion of the CFP® Certification Exam, comprised of two three-hour sessions, experience requirement: 6,000 hours of professional experience related to the financial planning process, or 4,000 hours of Apprenticeship experience that meets additional requirements, successfully pass the Candidate Fitness Standards and background check, agree annually to be bound by CFP® Board’s Standards of Professional Conduct, and complete 30 hours of continuing education every two years, including two hours on the Code of Ethics and Standards of Professional Conduct.

Chartered Financial Analyst® (CFA®) are licensed by the CFA® Institute to use the CFA® mark. CFA® certification requirements: Hold a bachelor's degree from an accredited institution or have equivalent education or work experience, successful completion of all three exam levels of the CFA® Program, have 48 months of acceptable professional work experience in the investment decision-making process, fulfill society requirements, which vary by society. Unless you are upgrading from affiliate membership, all societies require two sponsor statements as part of each application; these are submitted online by your sponsors.

The Certified Public Accountant (CPA) is the statutory title of qualified public accountants in the US who have passed the Uniform Certified Public Accountant Examination and have met additional state education and experience requirements. Certification is administered by each state.

An IRS Enrolled Agent (EA) is an enrolled agent is a person who has earned the privilege of representing taxpayers before the Internal Revenue Service by either passing a three-part comprehensive IRS test covering individual and business tax returns, or through experience as a former IRS employee. Enrolled agent status is the highest credential of the IRS awards. Individuals who obtain this elite status must adhere to ethical standards and complete 72 hours of continuing education courses every three years.

Let's Connect

Get in touch today.

 Learn more about Crawford Investments strategies, team, process, and philosophy.

600 Galleria Parkway, Suite 1650
Atlanta, Georgia 30339

Main: (770) 859-0045

Email: info@crawfordinvestment.com

24-25-Work

The AJC Top Workplaces 2024 and 2025 awards were awarded by The Atlanta Journal-Constitution in partnership with Energage. Crawford Investment Counsel did not pay any compensation for this award.

Crawford Investment Counsel, Inc. (“Crawford”) is an independent investment adviser registered under the Investment Advisers Act of 1940, as amended. Registration does not imply a certain level of skill or training. More information about Crawford Investment Counsel, including our investment strategies, fees and objectives, can be found in our Form ADV Part 2A and our Form CRS.

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