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Jeffrey Schappe, CFA®

Managing Director
Chief Market Strategist



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 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

  • 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 & Professional Licenses

  • CFA Institute
  • CFA Society North Carolina
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