![Joel Philip Goodman](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Joel Philip Goodman
Chief Investment Officer bei
Fiduciary Group LLC
Profil
Mr. Joel P.
Goodman, CFA MBA, is a Chief Investment Officer at Fiduciary Group LLC and a Member at The New York Society of Security Analysts, Inc.
Prior to joining the firm in 2003, he served as Vice President of Equity Research at Legg Mason Wood Walker, Inc. in Baltimore, Maryland and as an Associate in SunTrust’s Trust and Investment Department in Atlanta, Georgia.
He received his Bachelor of Business Administration degree, magna cum laude, from the University of Georgia and his MBA from Duke University.
He has earned the Chartered Financial Analyst designation, successfully completed Cannon Financial Institute’s Trust School (I, II & III), and holds the Certified Trust and Fiduciary Advisor designation.
He is a member of the CFA Institute and the New York Society of Security Analysts.
Aktive Positionen von Joel Philip Goodman
| Unternehmen | Position | Beginn |
|---|---|---|
Fiduciary Group LLC
 Fiduciary Group LLC Investment ManagersFinance TFG primarily invests for relatively long-time horizons. However, market developments could cause TFG to sell securities more quickly. The firm tends to follow four general investment strategies with corresponding asset allocation targets: Capital Preservation, Income with Growth, Growth with Income, and Growth of Principal. Based on an understanding of the client’s risk tolerance, liquidity and income needs, objectives, and time horizon, TFG will agree with the client on an overall Investment Policy Statement (IPS) which reflects one of those four strategies. | Chief Investment Officer | 01.01.2003 |
The New York Society of Security Analysts, Inc.
 The New York Society of Security Analysts, Inc. Miscellaneous Commercial ServicesCommercial Services Operates as a financial services trade group and networking forum for wall street | Corporate Officer/Principal | 05.03.2010 |
Ehemalige bekannte Positionen von Joel Philip Goodman
| Unternehmen | Position | Ende |
|---|---|---|
Legg Mason Wood Walker, Inc.
 Legg Mason Wood Walker, Inc. Investment Banks/BrokersFinance Provides brokerage services | Corporate Officer/Principal | - |
| SUNTRUST BANKS | Corporate Officer/Principal | - |
Ausbildung von Joel Philip Goodman
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
88
Beziehungen ersten Grades
6
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
| Private Unternehmen | 6 |
|---|---|
SunTrust Banks, Inc.
 SunTrust Banks, Inc. Regional BanksFinance National commercial bank | Finance |
Fiduciary Group LLC
Fiduciary Group LLC Investment ManagersFinance TFG primarily invests for relatively long-time horizons. However, market developments could cause TFG to sell securities more quickly. The firm tends to follow four general investment strategies with corresponding asset allocation targets: Capital Preservation, Income with Growth, Growth with Income, and Growth of Principal. Based on an understanding of the client’s risk tolerance, liquidity and income needs, objectives, and time horizon, TFG will agree with the client on an overall Investment Policy Statement (IPS) which reflects one of those four strategies. | Finance |
Legg Mason Wood Walker, Inc.
Legg Mason Wood Walker, Inc. Investment Banks/BrokersFinance Provides brokerage services | Finance |
Duke University
 Duke University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
University of Georgia
 University of Georgia Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
The New York Society of Security Analysts, Inc.
The New York Society of Security Analysts, Inc. Miscellaneous Commercial ServicesCommercial Services Operates as a financial services trade group and networking forum for wall street | Commercial Services |
