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 BB&T Asset Management’s Advisory Research Center members are an experienced team of investment analysts responsible for managing a platform of solutions (both traditional and alternative investments) to support Wealth and Institutional clients. Their responsibilities include strategic and tactical asset allocation, manager search and selection, model portfolio construction and ongoing monitoring of all approved strategies.
James C. Willis, CFA
Senior Vice President & Director of Advisory Solutions
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- B.A. in Economics and Political Science from Rice University
- M.B.A. from Georgetown University
- Member of CFA Institute
- Member of CFA North Carolina Society
- Investment experience since 1996
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Brandon W. Carl, CFA
Assistant Vice President & Investment Analyst
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- B.S. in Finance and Management from the University of South Carolina
- Member of CFA Institute
- Member of CFA North Carolina Society
- Investment experience since 2001
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L. Tanner Crawford, CFA
Investment Analyst
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- B.S. in Business Administration from the University of North Carolina – Chapel Hill
- Member of the CFA Institute
- Member of the CFA North Carolina Society
- Investment experience since 1997
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Michael D. Taylor, Jr., CFA
Assistant Vice President & Investment Analyst
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- B.S. in Finance from North Carolina State University
- Member of CFA Institute
- Member of CFA North Carolina Society
- Investment experience since 2000
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Will G. Gholston, CFA
Vice President & Manager of Quantitative Analysis
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- B.A. in Economics from the University of North Carolina at Chapel Hill
- Member of CFA Institute
- Member of CFA North Carolina Society
- Investment experience since 2000
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L. Joshua Wein
Vice President & Investment Analyst
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- B.B.A. in Finance from Emory University
- M.B.A. in Finance from Vanderbilt University
- Member of CFA Institute
- Member of CFA North Carolina Society
- Investment experience since 1995
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P. Nathan Deal
Assistant Vice President & Investment Analyst
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- B.S. in Accounting from North Carolina State University
- Investment experience since 2000
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| Contact us by Phone |
| Call BB&T Asset Management at 919-716-9070 |
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Copyright © 2009, Branch Banking and Trust Company. All Rights Reserved.
BB&T Complete Client Protection
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Investment advisory services are available through BB&T Asset Management, Inc., a subsidiary of BB&T Corporation. Securities and other investments held in investment management or investment advisory accounts at BB&T Asset Management, Inc. are not deposits or other obligations of BB&T Corporation, Branch Banking and Trust Company or any other bank or savings institution, are not guaranteed by Branch Banking and Trust Company or any other bank, are not insured by the FDIC or any other government agency, and are subject to investment risk, including possible loss of principal invested.
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