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Value Equity Strategies
Senior Management Team
Advisory Research Center Team
Select Equity Portfolio Management Team
Select Equity Income Portfolio Management Team
Balanced Portfolio Management Team
Large Cap Equity Portfolio Management Team
Growth Equity Portfolio Management Team
Fixed Income Portfolio Management Team
Small Cap Portfolio Management Team
Institutional Regional Portfolio Management Team

 

Balanced Portfolio Management Team
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Our Balanced Portfolio Management team has the experience and knowledge necessary to make solid, reliable investment decisions.

Jeffrey J. Schappe, CFA
Senior Vice President and Chief Investment Officer
 
Jeffrey J. Schappe, CFA  
  • B.A. in Journalism from the University of Wisconsin - Madison
  • M.B.A. from the University of Wisconsin - Madison
  • Chief areas of responsibility: investment policy and strategy
  • Member of CFA Institute
  • Member of the CFA North Carolina Society
  • Banking, analyst, and investment experience since 1986


Ronald T. Rimkus, CFA
Senior Vice President and Portfolio Manager
 
Ronald T. Rimkus, CFA  
  • B.A. in Business Economics and O.B.M. from Brown University
  • M.B.A. from Anderson School at UCLA - Finance
  • Member of CFA Institute
  • Member of the CFA North Carolina Society
  • Investment experience since 1993



Robert F. Millikan, CFA
Senior Vice President and Director of Fixed Income
 
Robert F. Millikan, CFA  
  • B.A. in Economics from Wake Forest University
  • Member of CFA Institute
  • Member of the CFA North Carolina Society
  • Past President of the North Carolina Society of Financial Analysts
  • Investment experience since 1990



Will G. Gholston, CFA
Vice President and Manager of Quantitative Analysis
 
Will G. Gholston, CFA  
  • B.A. in Economics from the University of North Carolina – Chapel Hill
  • Chief areas of responsibility: asset allocation policy and risk management
  • Member of CFA Institute
  • Investment experience since 2000




Brian M. Baker
Senior Vice President and Manager of Trading
 
Brian M. Baker  
  • B.S. in Finance from Lehigh University - Bethleham, PA
  • Chief area of responsibility: manage all facets of trading activity for BB&T Asset Management
  • Investment/trading experience since 1993






Contact us by Phone
Call BB&T Asset Management at 919-716-9070

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BB&T Complete Client Protection
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.