Jeffrey Schappe, CFA in

Jeffrey Schappe, CFA

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Managing Director at Sterling Capital Management LLC
📍 Raleigh, North Carolina, United States

Professional overview including current role context, leadership scope, domain focus, and career trajectory to help you understand background relevance before outreach.

Key behavioral and communication insights including interaction style, decision-making tendencies, and motivation drivers to tailor messaging and personalize conversations.

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Experience
35 Years
Current Role
Managing Director
Job Level
Mid-senior
Location
Raleigh, North Carolina, United States
Personality Overview

How Jeffrey shows up

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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Priorities

Topics Jeffrey cares about

Strategic Priorities
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Career

Work history

10-2010
Managing Director
Sterling Capital Management LLC
4-2004 - 10-2010
Senior Vice President, Chief Investment Officer
BB&T Asset Management (acquired by Sterling Capital Management LLC)
5-2001 - 4-2004
Senior Vice President, Chief Investment Officer
Citizens Advisers
2-1998 - 12-2000
Senior Vice President, Director of Equity Research
George K. Baum & Company
1991 - 1998
Vice President, Portfolio Manager, Director of Research
40|86 Advisors (previously Conseco Capital Management)
In the press

Media appearances

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Education
1984 - 1985
Master of Business Administration (M.B.A.)
Wisconsin School of Business
1979 - 1983
Bachelor's Degree
University of Wisconsin-Madison
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

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