Our Core Equity Portfolio Management Team brings a unique combination of skills and experience to help you reach your investment goals.

Jeffrey J. Schappe, CFA Senior Vice President and Chief Investment Officer
		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

Brandon W. Carl Assistant Vice President and Investment Analyst
		B.S. in Finance and Management from the University of South Carolina Investment experience since 2001

Brad F. Dalton Assistant Vice President and Investment Analyst
		B.S. in Finance from the University of Tennessee-Knoxville M.B.A from the University of Tennessee-Knoxville Graduate of BB&T Management Development Program Member of CFA Institute Triangle Regional Director and Member of the Board of Directors of the CFA North Carolina Society Investment experience since 2002

Keith J. Maher, CFA Senior Investment Analyst
		B.S. in Computer Science from Virginia Polytechnic Institute and State University M.B.A. from the University of Texas Investment experience since 1996

Michele H. Van Dyke Vice President and Investment Analyst
		A.B. in Economics and Political Science from Duke University M.B.A. in Finance from Texas Christian University Member of the Denver Society of Security Analysts Investment experience since 1988