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Our Senior Management team is composed of experienced investment professionals.
Jeffrey J. Schappe, CFA
Senior Vice President and Chief Investment Officer
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- 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
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James C. Willis, CFA
Senior Vice President and Director of Advisory Solutions
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- B.A. in Economics and Political Science from Rice University
- M.B.A. from Georgetown University
- Chief areas of responsibility: investment platform to support Wealth & Institutional Services Divisions, Select Equity strategies, alternative investments and institutional regional portfolio management
- Member of CFA Institute
- Member of CFA North Carolina Society
- Investment experience since 1996
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E.G. (Trip) Purcell III
Senior Vice President and Director of Proprietary Investment Products
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- B.A. in Sociology from Barton College
- M.A. in Journalism from the University of North Carolina at Chapel Hill
- Trust Executive Education program at the University of Pennsylvania Wharton School
- President, BB&T Funds
- Chief areas of responsibility: proprietary investment products administration,
- Investment experience since 1985
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Anthony (Tony) G. DeLucia
Senior Vice President and Director of Distribution
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- B.S. in Science from the University of Massachusetts
- Chief areas of responsibility: distribution, marketing, and product innovation
- Investment experience since 1996
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Clinton (Clint) L. Ward
Senior Vice President and Director of Compliance
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- B.S. in Economics from the Texas A&M University
- M.E. in Economics from North Carolina State University
- Chief area of responsibility: compliance
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| Contact us by Phone |
| Call BB&T Asset Management at 919-716-9070 |
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Copyright © 2010, 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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