Isaac is the founder of Piedmont Investment Advisors and serves as its President and Chief Investment 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 a Portfolio Manager for Piedmont’s flagship Strategic Core large cap equity product. Prior to Founding Piedmont in 2000, Isaac was appointed 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.
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 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, Board of Pensions of the Presbyterian Church (USA) Board of Directors, Durham Academy Board of Trustees, and Uplift Project, Inc. Board of Directors.