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Jeffrey J. Schappe, CFA ®


Jeffrey J. Schappe, CFA®, Managing Director, joined BB&T Asset Management in 2004 and Sterling Capital Management through merger in 2010. He has investment experience since 1991. As chief market strategist, Jeff chairs Sterling’s Investment Committee and manages BB&T’s Corporate Defined Benefit Pension Plan. Prior to joining BB&T, he served as CIO and portfolio manager at Citizens Advisers and as Director of Research and portfolio manager at Conseco Capital Management. Jeff received his B.A. in Journalism and his M.B.A. in Finance, Investments and Banking from the University of Wisconsin - Madison. He holds the Chartered Financial Analyst® designation.

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Area of Focus

  • Advisory Solutions

Previous Experience

  • Citizens Advisers
  • Conseco Capital Management


  • B.A. The University of Wisconsin - Madison
  • M.B.A. The University of Wisconsin - Madison

Affiliations and Professional Licenses

  • CFA Institute
  • CFA Society North Carolina
Jeffrey J. Schappe
Jeffrey J. Schappe, CFA ®

Managing Director

Chief Market Strategist

(919) 716-6249

Any information or opinions contained on this Website are those of Sterling Capital Management LLC, and not of BB&T Corporation now Truist Financial Corporation or its executives. They are for general information only and are not meant to be predictions or an offer of individual or personalized investment advice. They are not intended as an offer or solicitation with respect to the purchase or sale of any security. This information and these opinions are subject to change without notice. Any type of investing involves risk and there are no guarantees. Sterling Capital Management LLC does not assume liability for any loss which may result from the reliance by any person upon such information or opinions.

Investment advisory services are available through Sterling Capital Management LLC, a separate subsidiary of BB&T Corporation now Truist Financial Corporation. Sterling Capital Management LLC manages customized investment portfolios, provides asset allocation analysis and offers other investment-related services to affluent individuals and businesses. Securities and other investments held in investment management or investment advisory accounts at Sterling Capital Management LLC are not deposits or other obligations of BB&T Corporation now Truist Financial Corporation, Branch Banking and Trust Company now Truist Bank or any affiliate, are not guaranteed by Branch Banking and Trust Company now Truist Bank or any other bank, are not insured by the FDIC or any other federal government agency, and are subject to investment risk, including possible loss of principal invested.