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 A division of SouthTrust Corporation (NASDAQ: SOTR), SouthTrust Asset Management offers a comprehensive range of services to meet the financial needs of individuals, as well as corporations, foundations and government municipalities. SouthTrust offers a family of proprietary fixed-income and equity mutual funds, manages customized portfolios of individual securities and provides a portfolio of outside third-party mutual funds. The firm is based in Birmingham, Alabama. | 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 State Board of Administration of Florida Retirement System (SBA) is a state constitionally created investment management organization headquartered in Tallahassee, Florida. The firm was founded in 1943 by the Florida Constitution to administer the Florida Retirement System (FRS) Pension Plan and other statewide retirement systems. These plans provide retirement, death, and disability benefits for employees of Florida's state and county government agencies, district school boards and community colleges and universities, as well as for employees of the cities and special districts in Florida that have elected to participate in the system. | Portfolio Manager-Equities | 1993-12-29 |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 2 |
|---|---|
SouthTrust Asset Management
SouthTrust Asset Management Investment ManagersFinance A division of SouthTrust Corporation (NASDAQ: SOTR), SouthTrust Asset Management offers a comprehensive range of services to meet the financial needs of individuals, as well as corporations, foundations and government municipalities. SouthTrust offers a family of proprietary fixed-income and equity mutual funds, manages customized portfolios of individual securities and provides a portfolio of outside third-party mutual funds. The firm is based in Birmingham, Alabama. | Finance |
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System Investment ManagersFinance The State Board of Administration of Florida Retirement System (SBA) is a state constitionally created investment management organization headquartered in Tallahassee, Florida. The firm was founded in 1943 by the Florida Constitution to administer the Florida Retirement System (FRS) Pension Plan and other statewide retirement systems. These plans provide retirement, death, and disability benefits for employees of Florida's state and county government agencies, district school boards and community colleges and universities, as well as for employees of the cities and special districts in Florida that have elected to participate in the system. | Finance |
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