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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

 

Select Equity Income Portfolio Management Team
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The Select Equity Income Portfolio Management Team combines fundamental, quantitative and technical analysis with a long-term focus.

Stephen L. Morgan
Senior Vice President & Portfolio Manager
 
Jeffrey J. Schappe, CFA  
  • B.S. in Finance & Accounting from American University – Washington, DC
  • M.B.A. from Virginia Tech.
  • Investment experience since 1980





Greg Towner, CFA, CMT
Vice President & Portfolio Manager
 
Greg Towner, CFA, CMT  
  • B.A. from Mount Union College
  • M.B.A. from the University of Central Florida
  • Member of CFA Institute
  • Member of the Market Technician’s Association
  • Investment experience since 1999



Brian M. Baker
Senior Vice President & Manager of Trading
 
Brian M. Baker  
  • B.S. in Finance from Lehigh University – Bethlehem, PA
  • Investment/trading experience since 1993







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

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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.