Partners

 

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Edward Antoian, CPA, CFA, MBA

Partner, Founder

Ed earned his Bachelor of Science degree from the State University of New York, and his MBA from the University of Pennsylvania's Wharton School. He is a Certified Public Accountant and holds the Chartered Financial Analyst designation. He is the Chief Investment Officer at ZCA.

Ed was a founding member of Chartwell Investment Partners, an $8.3 billion institutional asset manager. Since the inception  of ZCA in 1997 to the present, he has served as Chief Investment Officer, overseeing all of the investment portfolios.  He was also founder and General Partner of Zeke, LP, a privately offered long-short equity hedge fund. Prior to co-founding Chartwell, Ed was a Senior Portfolio Manager at Delaware Investment Advisers, managing institutional assets in small and mid-cap growth styles as well as the Trend and DelCap Funds. Under his leadership, The DelCap Fund grew  from $50 million to $3 billion and was the number one performing fund for the 5-year period ended March 1991 and the 10-year period ended March 1996.

Ed is a member of the CFA Institute. Originally from NY, Ed and his wife, Janet, moved to the area in 1980 and have three children. Ed is very active in the Delaware Valley Children’s Charity.

 
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Gee Smith,  MBA

Partner, President

Gee earned his Bachelor of Science degree with a concentration in accounting from the University of North Carolina at Chapel Hill, and his MBA from James Madison University.

Prior to joining Zeke, he was a Managing Director at Goldman Sachs. As part of the senior leadership team of the Private Wealth Management group for 13 years, his responsibilities spanned many roles. Most recently he was the Chairman, CEO and President of the Goldman Sachs Trust Companies, which served as the corporate trustee for over $17 billion of both private client and institutional assets. His additional responsibilities included serving as the head of Wealth Advisory Services, a nationwide team focused on working with clients and their advisors in the areas of wealth, tax and philanthropic planning. He served as a trustee for the Goldman Sachs Philanthropy Fund, the Kirchman Foundation and was the head of the finance committee for the board of the Agnes Irwin School.

Gee lives in Haverford, PA with his wife and three children.