Carl

Carl Moerbe has expansive financial experience and responsibilities in investments and system platforms like Bloomberg, Tradeweb, and Thomas Ho Company. He has provided management and execution for institutional investors ($200mm to $10Bln+), 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. Carl has a long history with Morgan Keegan/Raymond James, having been a star player in many high-level documentation creation.

He has interacted directly with, executed for, and advised many types of investors including money managers, individual/private Investors, depositories, state and local governments, foreign central banks, foundations and trusts, nonprofits, and insurance companies. Now, he is advising accounts on asset allocation, investment products, and portfolio strategies.

Education: BBA University of Texas – Austin
CFA Charterholder: 2003-Present
Licenses: Series 7, 63, 16

cmoerbe@hanover-securities.com
Direct: +1 (901) 261-5968