Background
Jeffrey Schappe, CFA®, Managing Director, joined BB&T Asset Management in 2004 and SCM through merger in 2010. He has investment experience since 1991. As Chief Market Strategist, Jeff chairs SCM's Investment Committee and manages Truist’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.
Area of Focus
- Truist - Defined Benefit Pension Plan
Previous Experience
- Citizens Advisers
- Conseco Capital Management
Education
- B.A. The University of Wisconsin - Madison
- M.B.A. The University of Wisconsin - Madison
Affiliations & Professional Licenses
- CFA Institute
- CFA Society North Carolina
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