Equity Investment Corp

Ian Zabor is a CFA® charterholder with 20 years of industry experience. He has worked at Equity Investment Corporation since 2016 and previously spent 12 years at JFB Holdings Corp. He holds a Series 63 license and is based in Atlanta, GA. Equity Investment Corporation provides discretionary portfolio management to a diverse client base, including individuals, trusts, retirement plans, not-for-profits, and various institutional clients. The firm employs a fundamental, absolute-value investment approach with a focus on low turnover, tax-aware execution, and ESG integration.

William Bruner is a CFA® charterholder with 23 years of experience in the financial industry. He has worked at Equity Investment Corporation since 2016 and previously spent 18 years at JFB Holdings Corp. He serves as a co-trustee of the Mary B. Schwab Grantor Trust, managing personal expenditures and investments held in trust. Equity Investment Corporation provides discretionary portfolio management to individuals, trusts, retirement plans, not-for-profits, and various institutional clients. The firm employs a fundamental, absolute-value investment approach with a focus on low turnover, tax-aware execution, and ESG integration.

Stephen Halley is a financial advisor at Equity Investment Corporation with 25 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Foreside Funds Distributors LLC, Fiera Capital Inc., and WestEnd Advisors. At Equity Investment Corporation, he serves as Senior Director responsible for marketing and selling SMAs and MFS to financial advisors. Equity Investment Corporation provides discretionary portfolio management to a diverse client base including individuals, trusts, retirement plans, not-for-profits, and institutional clients such as insurance companies and municipal entities. The firm employs a fundamental, absolute-value investment approach with an emphasis on low turnover, tax-aware execution, and ESG integration.

John Power is a financial advisor with Equity Investment Corporation in Atlanta, GA, holding Series 63 and Series 65 credentials and possessing 31 years of industry experience. He has worked at Equity Investment Corporation since 2016 and has been affiliated with Foreside Funds Distributors LLC since 2013. In addition to his advisory role, he serves as Director of Sales and Distribution at Equity Investment Corporation, managing internal and external sales and marketing efforts. Equity Investment Corporation provides discretionary portfolio management to a diverse client base, including individuals, trusts, retirement plans, not-for-profits, and various institutional clients. The firm employs a fundamental, absolute-value investment approach with a focus on low turnover, tax-aware execution, and ESG integration, managing a large number of client relationships per advisor across multiple intermediary channels.

Fred Gifford is a financial advisor at Equity Investment Corporation in Atlanta, GA, holding Series 63 and Series 65 licenses with 39 years of industry experience. He has been with Equity Investment Corporation since 2016 and has concurrent experience at BNY Mellon Distributors Inc. and JFB Holdings Corp. Equity Investment Corporation provides discretionary portfolio management to a diverse client base including individuals, trusts, retirement plans, not-for-profits, and institutional clients such as insurance companies and municipal entities. The firm employs a fundamental, absolute-value investment approach with a focus on bottom-up portfolio construction, low turnover, and tax-aware execution, serving a large number of clients per advisor across multiple channels.

Matthew Keeter is a financial advisor with Equity Investment Corporation in Atlanta, GA, holding Series 63 and Series 65 credentials and 25 years of industry experience. He has worked at Equity Investment Corporation since 2017 and previously held roles at Foreside Funds Distributors LLC, Foreside Fund Services LLC, and American Beacon Advisors, Inc. In addition to advisory work, he serves as Senior Director of Sales at Equity Investment Corporation, promoting the firm's products within the Southeast territory. Equity Investment Corporation provides discretionary portfolio management to individuals, trusts, retirement plans, not-for-profits, and various institutional clients, including insurance companies and municipal entities. The firm employs a fundamental, absolute-value investment approach with an emphasis on low turnover, tax-aware execution, and ESG integration, managing a broad range of client relationships across multiple channels.

Thomas Knapp is a CFA® charterholder with seven years of industry experience. He has been with Equity Investment Corporation since 2018 and previously worked at Raymond James Financial for eleven years. Based in Atlanta, GA, he is part of a multi-team firm with 26 advisors. Equity Investment Corporation provides discretionary portfolio management to a diverse client base, including individuals, trusts, retirement plans, not-for-profits, and various institutional clients. The firm employs a fundamental, absolute-value investment approach with a focus on low turnover and tax-aware execution, managing separate accounts, sub-advisory relationships, and model licensing arrangements.

Steven Zimmerman is a financial advisor at Equity Investment Corporation with 26 years of industry experience. He holds Series 63 and Series 65 designations and has worked previously at firms including Polen Capital Management, THRIVENT Financial, and Fred Alger & Company. He serves as Senior Director at Equity Investment Corporation, promoting its separately managed accounts and mutual funds. Equity Investment Corporation provides discretionary portfolio management to a diverse client base, including individuals, trusts, retirement plans, and institutional clients such as insurance companies and state entities. The firm employs a fundamental, absolute-value investment approach with an emphasis on low turnover, tax-aware execution, and ESG integration.

Richard Irrgang is a CFA® charterholder and holds a Series 65 license, with 22 years of industry experience. He has been with Equity Investment Corporation since 2016 and previously worked at JFB Holdings Corp from 2003 to 2017. Equity Investment Corporation provides discretionary portfolio management to individuals, trusts, retirement plans, not-for-profits, and various institutional clients. The firm employs a fundamental, absolute-value investment approach with in-house valuation models and emphasizes low turnover, tax-aware execution, and ESG integration across its portfolios.

Edison Lambeth is a financial advisor at Equity Investment Corporation with 25 years of industry experience. He holds a Series 66 designation and has been with Equity Investment Corporation since 2016, with prior experience at Foreside Funds Distributors LLC and JFB Holdings Corp. He also serves as Senior Director at Equity Investment Corporation, focusing on client service and sales related to institutional separately managed accounts. Equity Investment Corporation provides discretionary portfolio management to a diverse client base, including individuals, trusts, retirement plans, not-for-profits, and various institutional clients. The firm employs a fundamental, absolute-value investment approach with a focus on in-house valuation models, low turnover, and tax-aware execution, managing a large number of client relationships per advisor across multiple channels.

William Reynolds is a financial advisor at Equity Investment Corporation in Atlanta, GA, holding Series 63 and Series 65 licenses with seven years of industry experience. His prior experience includes roles at SunTrust Bank and Foreside Funds Distributors LLC. Equity Investment Corporation provides discretionary portfolio management to a diverse client base, including individuals, trusts, retirement plans, nonprofits, and institutional clients such as insurance companies and state entities. The firm employs a fundamental, absolute-value investment approach with a focus on low turnover, tax-aware execution, and ESG integration.

Keith Telesca is a CFP® professional with 24 years of industry experience, currently serving as a senior director at Equity Investment Corporation since 2016. He has also held roles at Foreside Funds Distributors LLC since 2012 and JFB Holdings Corp from 2012 to 2017. Outside of his advisory work, he serves on the Board of Directors and as Assistant Commissioner for the Lower Merion Little League. Equity Investment Corporation provides discretionary portfolio management to a diverse client base including individuals, trusts, retirement plans, not-for-profits, and various institutional clients. The firm employs a fundamental, absolute-value investment approach with a focus on low turnover, tax-aware execution, and ESG integration.

Allen White is a financial advisor at Equity Investment Corporation with 12 years of industry experience. He holds the Series 66 designation and has previously worked at Great Lakes Advisors, LLC, Wintrust Investments, LLC, and Raymond James & Associates, Inc. Equity Investment Corporation provides discretionary portfolio management to a diverse client base, including high-net-worth individuals, trusts, retirement plans, not-for-profits, and institutional clients such as insurance companies and municipal entities. The firm employs a fundamental, absolute-value investment approach with a focus on low turnover, tax-aware execution, and ESG integration.

Dennis Mckinney is a financial advisor at Equity Investment Corporation with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Equity Investment Corporation since 2016. He also has experience with Foreside Funds Distributors LLC and JFB Holdings Corp. Equity Investment Corporation provides discretionary portfolio management to a diverse client base, including individuals, trusts, retirement plans, not-for-profits, and institutional clients such as insurance companies and state entities. The firm employs a fundamental, absolute-value investment approach with an emphasis on low turnover, tax-aware execution, and ESG integration.

Robert Ladyman is a CFA® charterholder with seven years of industry experience. He has worked at Equity Investment Corporation since 2017 and was previously with Resolution Capital from 2014 to 2017. He serves as a director of Ladyman Asset Management, his father’s investment management company, in an unpaid, non-discretionary role. Equity Investment Corporation provides discretionary portfolio management to individuals, trusts, retirement plans, not-for-profits, and institutional clients, including insurance companies and state entities. The firm employs a fundamental, absolute-value investment approach with low turnover and tax-aware execution, managing a diverse set of client relationships across multiple channels.