Carl E. Moerbe - CFA

Managing Director - Chief Strategist, CFA - Memphis Capital at Memphis Capital
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Contact Information
us****@****om
(386) 825-5501
Location
Memphis Metropolitan Area

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Credentials

  • Chartered Financial Analyst (CFA)
    CFA Institute
    Sep, 2003
    - Nov, 2024
  • Series 7, 16, 63 & SIE
    FINRA

Experience

  • Memphis Capital
    • United States
    • Financial Services
    • 1 - 100 Employee
    • Managing Director - Chief Strategist, CFA - Memphis Capital
      • Jan 2023 - Present

      Whole Loans - SBA Pools/GG Loans - MBS - CECL/Credit Analytics - Balance Sheet Strategies and Institutional Investment Advisement. Whole Loans - SBA Pools/GG Loans - MBS - CECL/Credit Analytics - Balance Sheet Strategies and Institutional Investment Advisement.

  • Banes Capital Group, LLC
    • United States
    • Financial Services
    • 1 - 100 Employee
    • Managing Director - Chief Strategist, CFA
      • 2019 - Present

      Whole Loans - SBA Pools - CECL/Credit Analytics - Loan Strategies and Platform Development Banes Capital Group became Memphis Capital on Jan 1, 2023 Whole Loans - SBA Pools - CECL/Credit Analytics - Loan Strategies and Platform Development Banes Capital Group became Memphis Capital on Jan 1, 2023

  • Raymond James
    • United States
    • Financial Services
    • 700 & Above Employee
    • Managing Director, Fixed Income Capital Markets/Research/Trading
      • 1994 - 2018

      Expansive financial experience and responsibilities which covered investments, system platforms (Bloomberg, Tradeweb, Yieldbook and proprietary systems), management and execution for large individual and institutional investors (2mm to 5Bln+), 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. Interacted directly with, executed for and advised investors including Money Managers, Individual/Private Investors, Depositories, State and Local Governments, Foreign Central Banks, Foundations/Trusts, Non-Profits and Insurance Companies. Investment Product Knowledge and Experience: U.S. Govt. Related Debt, Taxable and Tax-Free Municipal Securities, Mortgage-Backed Securities (Fixed/Floating MBS/CMO), CMBS/RMBS/Asset-Backed and other Securitized Products, Corporate Securities, Preferred Securities, High Dividend equities, SBA/SBIC, TIPs and various SUPRA/Sovereign Issuers. US Government-Related Debt Senior Analyst 2002-2018 - Head of US Agency Debt Research Head of Public Funds Group Research 10+ Years as a Supervisory Analyst (Series 16) - Analyst oversight responsibilities including regulatory compliance General Fixed Income Analyst 1999-2002 Institutional Fixed Income Accounting 1994-1999, analyst rising to Department Head overseeing 12 to 15 direct employees 1999-2018 Co-Developed and designed eFolio, Raymond James' Fixed Income portfolio management system. Show less

Education

  • The University of Texas at Austin
    BBA Degree in Finance, Concentration in Risk Management and Insurance
    1990 - 1994

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