Joe Ely Jr.

Joe Ely, Jr., CFA has 27 years of work experience, starting with their role as an Audit Clerk at Yellowstone National Park in 1993. Joe then worked as a Senior Product Analyst at Wachovia Bank, N.A. from September 1995 to February 1999. Following that, they joined Evergreen Investments/Wachovia as a Vice President and Senior Credit Analyst from February 1999 to February 2008. Currently, Joe is working at Sterling Capital Management as a Director and Senior Fixed Income Analyst since January 2009. Sterling Capital Management is a well-established investment management firm headquartered in Charlotte, NC with $70 Billion in AUM + AUA.

Joe Ely, Jr., CFA has a strong educational background in finance and economics. Joe obtained a BA in Economics from the University of North Carolina at Chapel Hill between 1986 and 1990. Subsequently, they pursued further education by earning an MBA with a focus on Finance from Appalachian State University from 1993 to 1995. Joe Ely, Jr. also completed the Chartered Financial Analyst (CFA) program in 2000. Additionally, they attended Chapel Hill High School from 1983 to 1986.