Carl Moerbe, CFA

Carl Moerbe, CFA

Chief Strategist

Carl Moerbe has expansive financial experience and responsibilities in investments and system platforms like Bloomberg, Tradeweb, and Thomas Ho Company. He has provided management and execution for institutional investors ($200mm to $10Bln+), with an emphasis on U.S. Investment Grade Debt, product evaluation, analysis and recommendation, portfolio analytics, simulation modeling development, account consulting, interest rate risk management, and regulatory compliance. He has interacted directly with, executed for, and advised investors including money managers, individual/private Investors, depositories, state and local governments, foreign central banks, foundations and trusts, nonprofits, and insurance companies.

Carl advises accounts on asset allocation, investment products, and portfolio strategies. He has a long history with Morgan Keegan/Raymond James and is the Head of the Strategies Group at Banes Capital.

Education: University of Texas – Austin, BBA
CFA Charterholder 2003-Present

cmoerbe@banescapital.com
Direct: +1 (901) 261-5968