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Key Personnel


James F. Barksdale James F. Barksdale, began his career in the finance department of IC Industries where he was involved with investments, acquisition analysis, and planning. After overseas assignments, he joined Merrill Lynch where he worked on asset allocation strategies. Jim then served as a portfolio manager for Management Asset Corporation, an institutional investment firm in Connecticut , before returning to Atlanta in 1986 to form Equity Investment Corporation. He received an MBA from the Wharton School of Finance, University of Pennsylvania , in 1977 after earning a BS degree from the College of William and Mary in 1975.


W. Andrew Bruner W. Andrew Bruner, CPA, CFA, joined EIC in 1999 as a Portfolio Manager. From 1992 to 1999 he was involved in accounting assignments for KPMG LLP, primarily in conducting due diligence for mergers and acquisitions. Andrew received a BA degree from the University of the South in Sewanee , Tennessee , in international politics and economics. He then earned a Master in Professional Accounting degree from the University of Texas at Austin.


R. Terrence Irrgang R. Terrence Irrgang, CFA, joined EIC in 2003 as a Portfolio Manager. Previously he was a Global Partner, portfolio manager, and product manager for INVESCO Capital Management. Terry began his career as an investment consultant, working nine years with Mercer Consulting and Towers Perrin, where he assisted plan sponsors with asset allocation, manager selection, and performance monitoring activities. Terry received a BA degree from Gettysburg College in 1979, and earned an MBA from Temple University in 1981.


R. Terrence Irrgang

John P. Stewart, Jr., CIMA, joined Equity Investment Corporation in 2007 as Director of Marketing. Prior to joining EIC, he was a Partner and Regional Director at INVESCO for 15 years. In 2000, John received his Certified Investment Management Analyst (CIMA) designation from the Wharton Business School. Previously, John was a partner in an Atlanta consulting firm, specializing in investment advisor selection and performance monitoring. John graduated from the University of the South with a Bachelor of Arts in English.


Kris Brooks Kris Brooks, joined Equity Investment Corporation in 2005, and is Director of Operations and Compliance. Kris began her investment career in 1990. She came to us from EARNEST Partners, where she was Director of Client Services & Trading. Prior to that, she was with INVESCO as the Trading Operations Manager in their Managed Accounts group. Kris received a BBA in Accounting from The University of West Georgia.


Ian Zabor Ian Zabor, CFA, joined Equity Investment Corporation in 2005 as a Research Analyst. Prior to joining EIC, he held trading, analyst, and portfolio management roles with AG Edwards, The US Small Business Administration, and Wachovia Securities. Ian received a BA in Economics from Indiana University and an MBA from the Darden School at the University of Virginia.


EIC and its employees are committed to placing client interests first. Our Code of Ethics outlines the professional and ethical responsibilities of our firm and employees. For a copy, please e-mail info@eicatlanta.com.