Joel Philip Goodman

Chief Investment Officer at

Fiduciary Group LLC

58 year

88 connections

Finance

Consumer Services

Commercial Services

Profile

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.

Joel Philip Goodman active positions

Companies	Position	Start
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	2002-12-31
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	2010-03-04

All active positions of Joel Philip Goodman

Former positions of Joel Philip Goodman

Companies	Position	End
Legg Mason Wood Walker, Inc. Legg Mason Wood Walker, Inc. Investment Banks/BrokersFinance Provides brokerage services	Corporate Officer/Principal	-
SUNTRUST BANKS	Corporate Officer/Principal	-

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Linked companies

Private companies	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