Joel Philip Goodman
Directeur en chef des Investissements chez Fiduciary Group LLC
Profil
Mr. Joel P.
Goodman, CFA MBA, is Chief Investment Officer at Fiduciary Group LLC and a Member at The New York Society of Security Analysts, Inc. He has over 25 years of investment management experience.
Before joining The Fiduciary Group in January 2003, Mr. Goodman was Vice President of Equity Research at Legg Mason Wood Walker, Inc.
Mr. Goodman earned his bachelor of business administration, magna cum laude, from the University of Georgia, and his MBA from Duke University.
He has also earned the Chartered Financial Analyst designation and is a member of the CFA Institute.
Postes actifs de Joel Philip Goodman
| Sociétés | Poste | Début |
|---|---|---|
Fiduciary Group LLC
 Fiduciary Group LLC Investment ManagersFinance Fiduciary Group LLC, do-business-as The Fiduciary Group (TFG), is a wealth management firm and registered investment advisor headquartered in Savannah, Georgia. The firm was founded by Lee Butler in 1970 as Fiduciary Services Corp. They are a subsidiary of Focus Operating LLC and their ultimate parent is Focus Financial Partner, Inc. (NASDAQ: FOCS). TFG provides wealth management services to high-net-worth individuals and families, and investment management services for trusts, estates, pension and profit-sharing plans, non-profit organizations, and other legal entities. These accounts are managed as separately managed accounts. They also serve as a fiduciary investment advisor under ERISA Section 3(38) to participant-directed 401(k) plans. | Directeur en chef des Investissements | 01/01/2003 |
The New York Society of Security Analysts, Inc.
 The New York Society of Security Analysts, Inc. Miscellaneous Commercial ServicesCommercial Services The New York Society of Security Analysts, Inc. operates as a financial services trade group and networking forum for wall street and provides Chartered Financial Analyst (CFA) exam. The company was founded in 1937 and is headquartered in New York, NY. | Corporate Officer/Principal | 05/03/2010 |
Anciens postes connus de Joel Philip Goodman
| Sociétés | Poste | Fin |
|---|---|---|
| Legg Mason Wood Walker, Inc. | Corporate Officer/Principal | - |
| SUNTRUST BANKS | Corporate Officer/Principal | - |
Formation de Joel Philip Goodman
| University of Georgia | Undergraduate Degree |
| Duke University | Masters Business Admin |
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 4 |
|---|---|
Fiduciary Group LLC
Fiduciary Group LLC Investment ManagersFinance Fiduciary Group LLC, do-business-as The Fiduciary Group (TFG), is a wealth management firm and registered investment advisor headquartered in Savannah, Georgia. The firm was founded by Lee Butler in 1970 as Fiduciary Services Corp. They are a subsidiary of Focus Operating LLC and their ultimate parent is Focus Financial Partner, Inc. (NASDAQ: FOCS). TFG provides wealth management services to high-net-worth individuals and families, and investment management services for trusts, estates, pension and profit-sharing plans, non-profit organizations, and other legal entities. These accounts are managed as separately managed accounts. They also serve as a fiduciary investment advisor under ERISA Section 3(38) to participant-directed 401(k) plans. | Finance |
The New York Society of Security Analysts, Inc.
The New York Society of Security Analysts, Inc. Miscellaneous Commercial ServicesCommercial Services The New York Society of Security Analysts, Inc. operates as a financial services trade group and networking forum for wall street and provides Chartered Financial Analyst (CFA) exam. The company was founded in 1937 and is headquartered in New York, NY. | Commercial Services |
SunTrust Banks, Inc.
 SunTrust Banks, Inc. Regional BanksFinance SunTrust Banks, Inc. is a bank and financial holding company that engages in the provision of financial services. It offers deposit, credit, mortgage banking, trust and investment, asset management, securities brokerage, and capital market services. It operates through the following segments: Consumer, Wholesale, and Corporate Other. The Consumer segment consists of consumer banking, lending, wealth management, and mortgage banking services. The Wholesale segment relates to advisory, capital raising, and financial risk management; commercial and business banking, commercial real estate; as well as treasury and payment solutions. The Corporate Other segment covers management of the company's investment securities portfolio, long-term debt, end user derivative instruments, short-term liquidity and funding activities, balance sheet risk management, and most real estate assets. The company was founded in July 12, 1984 and is headquartered in Atlanta, GA. | Finance |
| Legg Mason Wood Walker, Inc. | Finance |