Isaac is the founder of Piedmont Investment Advisors and serves as its President and Chief Executive Officer. He is the Chairperson of the Board of Managers and is responsible for the strategic direction of the firm. As Chief Investment Officer, Isaac works closely with the Co-CIO of Fixed Income to develop and monitor the investment activity of the firm. Isaac is also the Co-Portfolio Manager for Piedmont’s flagship Strategic Core large cap equity product. Prior to Founding Piedmont in 2000, Isaac was appointed as Executive Vice President and Managing Director of Loomis Sayles’ Value Equity Management Division in 1998, assuming management responsibility for 25 investment professionals, seven products and over $10 billion in assets. Previous to that, he was the Managing Partner of the Bloomfield Hills, Michigan office of Loomis Sayles, where he was responsible for the management of $7 Billion of Core Value Equity and Core Fixed Income assets.
Throughout the course of his investment career, Isaac has been a guest on television programs such as CNBC and Bloomberg Television, and most recently UNC-TV’s North Carolina People. He has also been featured in several investment publications, including Institutional Investor, Pensions & Investments, Triangle Business Journal, Business North Carolina, and Black Enterprise. In 2010, Isaac was honored with the Maynard Holbrook Jackson, Jr. Award, an award given annually by the National Association of Securities Professionals (NASP) to the financial services industry professional who best exemplifies entrepreneurial achievement, community service, and high moral standards.
Isaac received his AB in Economics and History from Duke University, and his MBA in Finance and Business Economics from Columbia University. He holds the Chartered Financial Analyst (CFA) designation. Isaac has served as a board member for UNC School of the Arts Board of Trustees, Durham Academy Board of Trustees, and Uplift Project, Inc. Board of Directors.