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Profile
Jon F.
Goebel brings more than 30 years of experience to the management of the SouthTrust Value Fund and to the company as Chief Investment Officer.
Prior to joining SouthTrust in 1994, he held similar positions at North Carolina Trust Company and Palm Beach Capital Management where he built a strong record of managing assets for high net worth individuals, institutions and mutual funds.
Mr. Goebel also spent more than five years managing the equity portfolio for the Florida retirement system.
A Chartered Financial Analyst, he also is a Chartered Mutual Fund Counselor.
He holds a M.A. in Finance and a B.S.
in Accounting and Economics from the University of Nebraska.
He is a graduate of the National
Graduate Trust School, where his thesis on stock option use was selected to be published.
Former positions of Jon F. Goebel
| Companies | Position | End |
|---|---|---|
SouthTrust Asset Management
 SouthTrust Asset Management Investment ManagersFinance SouthTrust's investment management style is based on asset allocation decisions that will maximize expected returns for their clients. Once a financial profile is completed, an investment policy statement is written that incorporates the targeted asset allocation range for the portfolio, targets preferred investment vehicles, identifies appropriate performance benchmarks and prescribes a timetable for investing the assets. | Chief Investment Officer | 2005-07-14 |
State Board of Administration of Florida Retirement System
 State Board of Administration of Florida Retirement System Investment ManagersFinance The SBA’s investment policy objective for the FRS Pension Plan portfolio is to provide investment returns sufficient for the plan to be maintained in a manner that ensures the timely payment of promised benefits to current and future participants and keeps the plan cost at a reasonable level. Benefits are determined using a formula based on years of service and salary while working for an FRS employer. The Pension Plan is invested in six asset classes: Global Equity, Fixed Income, Private Equity, Strategic Investments, Real Estate and Cash Equivalents. SBA is governed by a three-member Board of Trustees comprised of the Governor as Chair, the Chief Financial Officer and the Attorney General. | Portfolio Manager-Equities | 1993-12-29 |
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
19
1st degree connections
2
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 2 |
|---|---|
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System Investment ManagersFinance The SBA’s investment policy objective for the FRS Pension Plan portfolio is to provide investment returns sufficient for the plan to be maintained in a manner that ensures the timely payment of promised benefits to current and future participants and keeps the plan cost at a reasonable level. Benefits are determined using a formula based on years of service and salary while working for an FRS employer. The Pension Plan is invested in six asset classes: Global Equity, Fixed Income, Private Equity, Strategic Investments, Real Estate and Cash Equivalents. SBA is governed by a three-member Board of Trustees comprised of the Governor as Chair, the Chief Financial Officer and the Attorney General. | Finance |
SouthTrust Asset Management
SouthTrust Asset Management Investment ManagersFinance SouthTrust's investment management style is based on asset allocation decisions that will maximize expected returns for their clients. Once a financial profile is completed, an investment policy statement is written that incorporates the targeted asset allocation range for the portfolio, targets preferred investment vehicles, identifies appropriate performance benchmarks and prescribes a timetable for investing the assets. | Finance |
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