Profilo
Prior to joining BB&T Capital Markets, Mr. Ehrlich was with Godsey & Gibb.
Mr. Ehrlich joined Godsey & Gibb Associates in 2004.
His primary responsibilities were focused on portfolio management along with client services and communication.
Mr. Ehrlich was a member of the Portfolio Management Committee.
Prior to joining Godsey, Mr. Ehrlich attended Washington and Lee University, where he was a George Washington Honor Scholar.
He was a member of the Pi Sigma Alpha Politics Honor Society and worked as an R.E.
Lee Research Scholar during the summer of 2002.
Mr. Ehrlich graduated magna cum laude with a Bachelor of Arts degree from the University’s School of Commerce, Economics, and Politics.
Mr. Ehrlich is an Affiliate Member of the Association for Investment Management and Research (AIMR) and the Richmond Society of Financial Analysts (RSFA).
Precedenti posizioni note di Joe M. Ehrlich
Società | Posizione | Fine |
---|---|---|
BB&T Securities LLC (Broker)
BB&T Securities LLC (Broker) Investment Banks/BrokersFinance BB&T Securities LLC, doing business as BB&T Capital Markets, is the broker/dealer subsidiary of BB&T Corp. (NYSE: BBT). The firm is headquartered in Richmond, Virginia. They offer a full array of investment, trading and execution services to middle-market companies. BB&T Capital Markets' sales and trading arm is comprised of 2 groups: Debt Securities Sales & Trading and Equity Sales & Trading. The Debt Securities Sales & Trading group focuses on: (1) Government and agency securities (2) corporate bonds (3) municipal bonds (4) asset-backed securities (5) mortgage-backed securities (6) preferred securities and (7) money market desk (short-term securities including BB&T funding). The Equity Sales & Trading group focuses on: (1) institutional block execution services (2) institutional distribution of proprietary research (3) providing proprietary access to industry leading conferences and management teams (4) serving as a NASDAQ market maker for over 250 securities (5) stock buybacks including 10b-18 and 10b5-1 trading plans and (6) 144 stock sales, individual 10b5-1 trading plans (buy and sell) and employee cashless stock option programs. BB&T Capital Markets provides research coverage of the communications, defense and government services, energy, financial services, furnishings and consumer durables, healthcare, industrial services, retail/consumer durables and transportation services sectors. | Analyst-Equity | 31/12/2006 |
Godsey & Gibb, Inc.
Godsey & Gibb, Inc. Investment ManagersFinance Godsey & Gibb, Inc., do-business-as Godsey & Gibb Wealth Management, is an independent, SEC-registered investment advisor headquartered in Richmond, Virginia. The firm was founded by Frank Gibb III and Joseph Godsey Jr. in 1985. Godsey & Gibb provides investment management, tax planning and preparation, financial planning, family wealth advising, retirement planning, estate planning, and insurance consulting services to individual and institutional clients. | Gestore di Portafoglio-Azioni | 31/12/2005 |
Esperienze
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
Relazioni
Relazioni di 1° grado
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
Aziende private | 2 |
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Godsey & Gibb, Inc.
Godsey & Gibb, Inc. Investment ManagersFinance Godsey & Gibb, Inc., do-business-as Godsey & Gibb Wealth Management, is an independent, SEC-registered investment advisor headquartered in Richmond, Virginia. The firm was founded by Frank Gibb III and Joseph Godsey Jr. in 1985. Godsey & Gibb provides investment management, tax planning and preparation, financial planning, family wealth advising, retirement planning, estate planning, and insurance consulting services to individual and institutional clients. | Finance |
BB&T Securities LLC (Broker)
BB&T Securities LLC (Broker) Investment Banks/BrokersFinance BB&T Securities LLC, doing business as BB&T Capital Markets, is the broker/dealer subsidiary of BB&T Corp. (NYSE: BBT). The firm is headquartered in Richmond, Virginia. They offer a full array of investment, trading and execution services to middle-market companies. BB&T Capital Markets' sales and trading arm is comprised of 2 groups: Debt Securities Sales & Trading and Equity Sales & Trading. The Debt Securities Sales & Trading group focuses on: (1) Government and agency securities (2) corporate bonds (3) municipal bonds (4) asset-backed securities (5) mortgage-backed securities (6) preferred securities and (7) money market desk (short-term securities including BB&T funding). The Equity Sales & Trading group focuses on: (1) institutional block execution services (2) institutional distribution of proprietary research (3) providing proprietary access to industry leading conferences and management teams (4) serving as a NASDAQ market maker for over 250 securities (5) stock buybacks including 10b-18 and 10b5-1 trading plans and (6) 144 stock sales, individual 10b5-1 trading plans (buy and sell) and employee cashless stock option programs. BB&T Capital Markets provides research coverage of the communications, defense and government services, energy, financial services, furnishings and consumer durables, healthcare, industrial services, retail/consumer durables and transportation services sectors. | Finance |
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