Profil
Joshua Lee Haggerty worked as an Executive Director of Equity Opportunities at Sterling Capital Management LLC from 2005 to 2023.
He also worked as a Principal at BB&T Securities LLC.
Prior to that, he was a Principal at Vantage Consulting Group, Inc. in 2005.
Mr. Haggerty obtained his undergraduate degree from James Madison University.
Anciens postes connus de Josh Haggerty
| Sociétés | Poste | Fin |
|---|---|---|
Sterling Capital Management LLC
 Sterling Capital Management LLC Investment ManagersFinance Sterling Capital Management LLC (Sterling) is a SEC-registered investment advisor headquartered in Charlotte, North Carolina. The firm was founded by George de Garmo in 1970 and is an independently operated subsidiary of Truist Financial Corp. (NYSE: TFC). Sterling provides investment management services to a diverse group of clients ranging from retail to corporations and non-profits. | Gestionnaire de Portefeuille-Actions | 01/04/2023 |
BB&T Securities LLC
 BB&T Securities LLC Investment ManagersFinance BB&T Securities LLC is a SEC-registered investment advisor headquartered in Richmond, Virginia. The firm was founded in 2013 as the result of a merger between Scott & Stringfellow LLC firm and Clearview Correspondent Services LLC. Effective upon the merger, Clearview changed its name to BB&T Securities LLC and began conducting business as BB&T Scott & Stringfellow and BB&T Capital Markets, both divisions of BB&T Securities LLC. They are a wholly-owned, non-bank subsidiary of Truist Financial Corp. (NYSE: TFC). BB&T Securities provides services to individuals, including high net-worth individuals; trusts, estates and charitable organizations; corporations or other business entities; Taft-Hartley plans, governmental plans, municipalities; not-for-profit entities; private equity firms (consulting only); and outside investment platform. | Corporate Officer/Principal | - |
Vantage Consulting Group, Inc.
 Vantage Consulting Group, Inc. Investment ManagersFinance Vantage Consulting Group, Inc. (Vantage) is an independent, SEC-registered investment advisor headquartered in Virginia Beach, Virginia. Founded in 1985, Vantage provides advisory services to individuals, high net-worth individuals, pension and profit-sharing plans, other pooled investment vehicles, charitable organizations, trust and estates, corporations, state or municipal government entities, private investment funds, investment companies, and ETFs. | Corporate Officer/Principal | 31/01/2005 |
Formation de Josh Haggerty
| James Madison University | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
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Sociétés liées
| Entreprise privées | 3 |
|---|---|
Vantage Consulting Group, Inc.
Vantage Consulting Group, Inc. Investment ManagersFinance Vantage Consulting Group, Inc. (Vantage) is an independent, SEC-registered investment advisor headquartered in Virginia Beach, Virginia. Founded in 1985, Vantage provides advisory services to individuals, high net-worth individuals, pension and profit-sharing plans, other pooled investment vehicles, charitable organizations, trust and estates, corporations, state or municipal government entities, private investment funds, investment companies, and ETFs. | Finance |
Sterling Capital Management LLC
Sterling Capital Management LLC Investment ManagersFinance Sterling Capital Management LLC (Sterling) is a SEC-registered investment advisor headquartered in Charlotte, North Carolina. The firm was founded by George de Garmo in 1970 and is an independently operated subsidiary of Truist Financial Corp. (NYSE: TFC). Sterling provides investment management services to a diverse group of clients ranging from retail to corporations and non-profits. | Finance |
BB&T Securities LLC
BB&T Securities LLC Investment ManagersFinance BB&T Securities LLC is a SEC-registered investment advisor headquartered in Richmond, Virginia. The firm was founded in 2013 as the result of a merger between Scott & Stringfellow LLC firm and Clearview Correspondent Services LLC. Effective upon the merger, Clearview changed its name to BB&T Securities LLC and began conducting business as BB&T Scott & Stringfellow and BB&T Capital Markets, both divisions of BB&T Securities LLC. They are a wholly-owned, non-bank subsidiary of Truist Financial Corp. (NYSE: TFC). BB&T Securities provides services to individuals, including high net-worth individuals; trusts, estates and charitable organizations; corporations or other business entities; Taft-Hartley plans, governmental plans, municipalities; not-for-profit entities; private equity firms (consulting only); and outside investment platform. | Finance |
