Background
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.
View glossary of designations hereArea of Focus
- Advisory Solutions
Previous Experience
- Citizens Advisers
- Conseco Capital Management
Education
- 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
