Carl E. Moerbe, CFA®

Managing Director, Senior Agency Analyst
Fixed Income Research

Carl Moerbe serves as a Managing Director in Fixed Income Research for Raymond James.  His primary responsibilities include product analysis for institutional fixed income investors with an emphasis on U.S. Agency debt, investment strategies, and portfolio analytics.

Carl is experienced in working with institutional accounts regarding evaluation of investment products and interest rate risk management.  He also works closely with clients to identify relative value opportunities and implement portfolio solutions to meet their management needs.

He is a graduate of the University of Texas at Austin with a Bachelor of Business Administration degree in Finance and a concentration in Risk Management and Insurance.  Carl holds the Chartered Financial Analyst® (CFA®) designation.