Advice Built on experience

Godfrey earned his BBA in accounting from the Tull School at the University of Georgia and his MBA from the Darden School of Business Administration at the University of Virginia. He earned his CPA certificate in 1982 and worked in public accounting. After business school, Godfrey began his financial services career advising companies and institutions on accessing the public and private debt and equity markets. Godfrey now uses his capital markets experience to focus on advising ultra high net worth individuals, families and foundations on their investment and planning needs.

Professional Experience

Company

Title

Location

Duration

UBS Financial Services Inc.

Account Vice President

Atlanta, GA

June 2008 - Present

Morgan Stanley Inc.

Vice President - Private Wealth Management

Atlanta, GA

January 2005 - March 2008

Jefferies and Company, Inc.

Senior Vice President - Corporate Finance

Atlanta, GA

February 1994 - December 2004

Fuqua Capital Corp.

Executive Vice President

Atlanta, GA

February 1993 - November 1993

Brookwood Associates

Associate

Atlanta, GA

January 1991 - January 1993

GE Capital

Associate - Corporate Finance

Atlanta, GA

July 1990 - December 1990

Genuine Parts Company

Director of Insurance

Atlanta, GA

July 1984 - August 1988

Ernst & Whinney

Senior Accountant - Audit

Atlanta, GA

September 1980 - June 1984

Accomplishments

  • Awarded CPA Certificate, October 1982

Education

  • MBA, Darden School of Business Administration, University of Virginia, 1980
  • BBA, J.M. Tull School of Accounting, University of Georgia, 1980
  • Diploma, The Westminster Schools, Atlanta, GA,1976

Registered States:

AL, CA, CT, DC, FL, GA, ID, IL, MA, MI, MO, NC, NH, NM, NV, OR, SC, TN, TX, VA, WA, WY