STERLING CAPITAL MANAGEMENT - History of Changes

Date	Description
2023-08-18	delete ceo Alexander McAlister
2023-08-18	delete coo Scott Haenni
2023-08-18	insert ceo Scott Haenni
2023-08-18	insert otherexecutives Alexander McAlister
2023-08-18	insert otherexecutives Anson Quillen
2023-08-18	delete email jm..@sterlingcapital.com
2023-08-18	delete email ma..@sterlingcapital.com
2023-08-18	delete phone 704.927.4109
2023-08-18	delete phone 704.927.4173
2023-08-18	update person_description Casey McIntyre => Casey McIntyre
2023-08-18	update person_title Alexander McAlister: Chief Executive Officer => President Emeritus
2023-08-18	update person_title Anson Quillen: Assoc. Director => Associate Director
2023-08-18	update person_title Christopher Campbell: Senior Equity Trader => Director, Senior Equity Trader & Portfolio Implementation Specialist
2023-08-18	update person_title Maxwell Anthony: Managing Director / Head of Institutional Strategy & Client Service; Head of Institutional Strategy & Client Service => Head of Institutional Distribution & Client Service
2023-08-18	update person_title Scott Haenni: Chief Operating Officer => Chief Executive Officer
2023-02-03	delete alias Sterling Capital Distributors LLC
2023-02-03	delete index_pages_linkeddomain accessportals.com
2023-02-03	delete index_pages_linkeddomain linkedin.com
2023-02-03	delete index_pages_linkeddomain m2marketing.com
2023-02-03	delete index_pages_linkeddomain rackcdn.com
2023-02-03	delete index_pages_linkeddomain satuitcrm.com
2023-02-03	delete index_pages_linkeddomain sec.gov
2023-02-03	delete investor Behavioral International Equity Fund
2023-02-03	delete investor Behavioral Large Cap Value Equity Fund
2023-02-03	delete investor Behavioral Small Cap Value Equity Fund
2023-02-03	delete investor Fundamental Equity
2023-02-03	delete investor Intermediate U.S. Government Fund
2023-02-03	delete investor Long Duration Corporate Bond
2023-02-03	delete investor Mid Cap Relative Value Fund
2023-02-03	delete investor North Carolina Intermediate Tax-Free Fund
2023-02-03	delete investor Quality Income Fund
2023-02-03	delete investor SMID Opportunities Fund
2023-02-03	delete investor Short Duration Bond Fund
2023-02-03	delete investor South Carolina Intermediate Tax-Free Fund
2023-02-03	delete investor Special Opportunities Fund
2023-02-03	delete investor Total Return Bond Fund
2023-02-03	delete investor Ultra Short Bond Fund
2023-02-03	delete investor Virginia Intermediate Tax-Free Fund
2023-02-03	delete investor West Virginia Intermediate Tax-Free Fund
2023-02-03	update founded_year null => 1970
2022-07-02	delete managingdirector Neil T. Grant
2022-07-02	delete otherexecutives Edward S. Watson
2022-07-02	delete otherexecutives J. Michael Flowers
2022-07-02	delete otherexecutives Lori M. Pierce
2022-07-02	delete otherexecutives Olivia M. Reed
2022-07-02	delete otherexecutives Scarlett Guo
2022-07-02	delete email cl..@sterlingcapital.com
2022-07-02	delete email ml..@sterlingcapital.com
2022-07-02	delete email or..@sterlingcapital.com
2022-07-02	delete person Caitlin L. Stevens
2022-07-02	delete person Lori M. Pierce
2022-07-02	delete person Mitchell C. Lowery
2022-07-02	delete person Neil T. Grant
2022-07-02	delete person Olivia M. Reed
2022-07-02	delete person Scarlett Guo
2022-07-02	update person_title Edward S. Watson: Director Sales => Director / Regional Consultant - Midwest
2022-07-02	update person_title J. Michael Flowers: Fixed Income SMA Platform Manager; Director => Director / Regional Consultant - Southeast
2022-04-24	insert otherexecutives Tate Small
2022-04-24	delete address 750 17th Street, Suite 450 Washington, D.C. 20006
2022-04-24	delete phone (202) 393-1777
2022-04-24	update person_title Olivia M. Reed: Associate Director => Director
2022-04-24	update person_title Tate Small: Associate => Associate Director
2022-03-24	delete address 3605 Glenwood Avenue, Suite 100 Raleigh, NC 27612
2022-03-24	delete address 901 East Byrd Street, Suite 230 Richmond, VA 23219
2022-03-24	delete investor Corporate Fund
2022-03-24	delete investor Mid Value Fund
2022-03-24	delete investor Stratton Mid Cap Value Fund
2022-03-24	delete investor Stratton Small Cap Value Fund
2022-03-24	delete investor_pages_linkeddomain bnymellon.com
2022-03-24	delete phone (804) 787-8269
2022-03-24	insert address 434 Fayetteville Street, Suite 500 Raleigh, NC 27601
2022-03-24	insert investor Long Duration Corporate Bond
2022-03-24	insert investor Mid Cap Relative Value Fund
2021-12-23	delete otherexecutives Greg W. Bradley
2021-12-23	delete otherexecutives Michelle T. Banks
2021-12-23	insert otherexecutives John D. Barrett
2021-12-23	delete email gb..@sterlingcapital.com
2021-12-23	delete email mb..@sterlingcapital.com
2021-12-23	delete person Greg W. Bradley
2021-12-23	delete person Michelle T. Banks
2021-12-23	delete phone (704) 927-4184
2021-12-23	insert email jb..@sterlingcapital.com
2021-12-23	insert person John D. Barrett
2021-12-23	insert phone 404-230-5327
2021-07-23	delete otherexecutives Stephanie M. Frank
2021-07-23	insert otherexecutives Blake E. Myton
2021-07-23	insert otherexecutives Daniel Calabretta
2021-07-23	insert otherexecutives George M. Carbaugh
2021-07-23	insert otherexecutives James B. Mallory
2021-07-23	insert otherexecutives Sarah B. Palmquist
2021-07-23	insert otherexecutives Stephanie Palmaro
2021-07-23	insert otherexecutives Whitney L. Stewart
2021-07-23	insert otherexecutives William L. Palmer
2021-07-23	delete about_pages_linkeddomain bnymellon.com
2021-07-23	delete contact_pages_linkeddomain bnymellon.com
2021-07-23	delete email sf..@sterlingcapital.com
2021-07-23	delete email ss..@sterlingcapital.com
2021-07-23	delete index_pages_linkeddomain bnymellon.com
2021-07-23	delete management_pages_linkeddomain bnymellon.com
2021-07-23	delete person Stacey S. Santisteban
2021-07-23	delete person Stephanie M. Frank
2021-07-23	delete terms_pages_linkeddomain bnymellon.com
2021-07-23	insert about_pages_linkeddomain accessportals.com
2021-07-23	insert contact_pages_linkeddomain accessportals.com
2021-07-23	insert email bm..@sterlingcapital.com
2021-07-23	insert email jm..@sterlingcapital.com
2021-07-23	insert email sb..@sterlingcapital.com
2021-07-23	insert email sp..@sterlingcapital.com
2021-07-23	insert email sp..@sterlingcapital.com
2021-07-23	insert email ws..@sterlingcapital.com
2021-07-23	insert index_pages_linkeddomain accessportals.com
2021-07-23	insert investor_pages_linkeddomain accessportals.com
2021-07-23	insert management_pages_linkeddomain accessportals.com
2021-07-23	insert person Blake E. Myton
2021-07-23	insert person James B. Mallory
2021-07-23	insert person Sarah B. Palmquist
2021-07-23	insert person Stacey S. Bryant
2021-07-23	insert person Stephanie Palmaro
2021-07-23	insert person Whitney L. Stewart
2021-07-23	insert phone 804-782-7878
2021-07-23	insert terms_pages_linkeddomain accessportals.com
2021-07-23	update person_title Austin G. Dunlap: Associate Director => Director
2021-07-23	update person_title Brian R. Martin: National Accounts; Director => Executive Director; National Accounts
2021-07-23	update person_title Caitlin L. Stevens: Associate Director / Lead Institutional Client Service Analyst & Middle Market Client Service Manager => Director / Lead Institutional Client Service Analyst & Middle Market Client Service Manager
2021-07-23	update person_title Daniel Calabretta: Associate => Associate Director
2021-07-23	update person_title George M. Carbaugh: Associate => Associate Director
2021-07-23	update person_title William L. Palmer: Associate => Director
2021-02-05	delete managingdirector Stewart M. Boswell
2021-02-05	insert otherexecutives Stephanie M. Frank
2021-02-05	delete email af..@sterlingcapital.com
2021-02-05	delete investor BB&T Corporation
2021-02-05	delete investor Kentucky Intermediate Tax-Free Fund
2021-02-05	delete investor Maryland Intermediate Tax-Free Fund
2021-02-05	delete investor Strategic Allocation Balanced Fund
2021-02-05	delete investor Strategic Allocation Growth Fund
2021-02-05	delete person Alex R. Flordelis
2021-02-05	delete person Stewart M. Boswell
2021-02-05	insert email sf..@sterlingcapital.com
2021-02-05	insert person Stephanie M. Frank
2020-10-14	delete ceo Stewart M. Boswell
2020-10-14	delete managingdirector Scott A. Haenni
2020-10-14	delete managingdirector Timothy P. Beyer
2020-10-14	delete otherexecutives Anthony G. DeLucia
2020-10-14	delete otherexecutives Caitlin L. Stevens
2020-10-14	delete otherexecutives James T. Gillespie
2020-10-14	insert ceo Scott A. Haenni
2020-10-14	insert cfo J. Jason Brown
2020-10-14	insert managingdirector Anthony G. DeLucia
2020-10-14	insert managingdirector James T. Gillespie
2020-10-14	insert managingdirector Stewart M. Boswell
2020-10-14	insert otherexecutives Austin G. Dunlap
2020-10-14	insert otherexecutives Tyler A. Sheffield
2020-10-14	delete person Timothy P. Beyer
2020-10-14	insert address 150 US Highway 1, Jupiter, FL 33477
2020-10-14	insert email dh..@sterlingcapital.com
2020-10-14	insert email ts..@sterlingcapital.com
2020-10-14	insert person Daniel Hurtado
2020-10-14	insert person Tyler A. Sheffield
2020-10-14	insert phone (561) 746-8444
2020-10-14	update person_title Anthony G. DeLucia: Executive Director; Executive Director / Head of OCIO and Senior Client Strategist; Member of the Advisory Solutions Sales & Service Team; Advisory Solutions Sales & Service Team => Managing Director / Head of OCIO and Senior Client Strategist; Managing Director; Member of the Advisory Solutions Sales & Service Team; Advisory Solutions Sales & Service Team
2020-10-14	update person_title Austin G. Dunlap: Associate => Associate Director
2020-10-14	update person_title Caitlin L. Stevens: Associate Director => Associate Director / Lead Institutional Client Service Analyst & Middle Market Client Service Manager
2020-10-14	update person_title Christopher R. Best: Director; Director, RIA / DCIO => Executive Director; Director, RIA / DCIO
2020-10-14	update person_title J. Jason Brown: Executive Director; Executive Director / Head of Finance and Accounting => Executive Director; Chief Financial Officer
2020-10-14	update person_title James T. Gillespie: Executive Director; Executive Director / President of Sterling Capital Funds => Managing Director; Managing Director / President of Sterling Capital Funds
2020-10-14	update person_title Michelle T. Banks: Director / Head of Client Service & Strategy Analytics; Director => Executive Director; Executive Director / Head of Client Service & Analytics
2020-10-14	update person_title Mitchell C. Lowery: Associate / Analyst, Regional Consultant - South / Southeast => Associate
2020-10-14	update person_title Scott A. Haenni: Chief Operating Officer; Managing Director => Chief Operating Officer; Senior Managing Director
2020-10-14	update person_title Shane A. Burke: Director => Executive Director
2020-10-14	update person_title Stewart M. Boswell: Senior Managing Director => Managing Director
2020-10-14	update website_status DomainNotFound => OK
2020-08-02	update website_status OK => DomainNotFound
2020-06-11	delete otherexecutives Erik M. Persson
2020-06-11	delete address 2101 Parks Avenue, Suite 404 Virginia Beach, VA 23451
2020-06-11	delete email ep..@sterlingcapital.com
2020-06-11	delete person Erik M. Persson
2020-06-11	insert address 948 Laskin Road, Suite 202 Virginia Beach, VA 23451
2020-03-09	delete president Alexander W. McAlister
2020-03-09	insert ceo Alexander W. McAlister
2020-03-09	update person_title Alexander W. McAlister: President => Chief Executive Officer
2020-02-08	delete otherexecutives Lori P. McCartney
2020-02-08	insert otherexecutives Lori M. Pierce
2020-02-08	delete about_pages_linkeddomain sterlingprivateclient.com
2020-02-08	delete contact_pages_linkeddomain sterlingprivateclient.com
2020-02-08	delete index_pages_linkeddomain sterlingprivateclient.com
2020-02-08	delete investor_pages_linkeddomain sterlingprivateclient.com
2020-02-08	delete management_pages_linkeddomain sterlingprivateclient.com
2020-02-08	delete person Lori P. McCartney
2020-02-08	delete phone (704) 927-4187
2020-02-08	delete phone (804) 787-8233
2020-02-08	delete terms_pages_linkeddomain sterlingprivateclient.com
2020-02-08	insert investor Quality Income Fund
2020-02-08	insert person Lori M. Pierce
2020-02-08	insert phone (804) 787-8269
2019-12-30	delete otherexecutives Elke R. Urban
2019-12-30	delete otherexecutives Stephen R. McGuirt
2019-12-30	delete email kw..@sterlingcapital.com
2019-12-30	delete email sm..@sterlingcapital.com
2019-12-30	delete person Elke R. Urban
2019-12-30	delete person Katelyn E. Whalen
2019-12-30	delete person Stephen R. McGuirt
2019-12-30	delete phone (704) 371-3941
2019-12-30	update person_title James S. Atkins: Associate / Regional Consultant - West => Director / Regional Consultant - West
2019-10-09	insert otherexecutives Megan E. Jessee
2019-10-09	insert email mj..@sterlingcapital.com
2019-10-09	insert email ml..@sterlingcapital.com
2019-10-09	insert email rg..@sterlingcapital.com
2019-10-09	insert email ss..@sterlingcapital.com
2019-10-09	insert person L. Ricki Green
2019-10-09	insert person Megan E. Jessee
2019-10-09	insert person Stacey S. Santisteban
2019-10-09	insert phone (704) 927-4117
2019-10-09	insert phone (704) 927-4139
2019-10-09	insert phone (704) 927-4197
2019-10-09	update person_title Mitchell C. Lowery: Associate; Analyst => Associate / Analyst, Regional Consultant - South / Southeast
2019-09-07	insert otherexecutives Olivia M. Reed
2019-09-07	insert email or..@sterlingcapital.com
2019-09-07	insert person Olivia M. Reed
2019-08-01	delete otherexecutives Walter P. Kulp
2019-08-01	delete email rc..@sterlingcapital.com
2019-08-01	delete email wk..@sterlingcapital.com
2019-08-01	delete person Robert M. Clark
2019-08-01	delete person Walter P. Kulp
2019-08-01	delete phone (202) 436-5313
2019-06-30	insert otherexecutives Greg W. Bradley
2019-06-30	insert email am..@sterlingcapital.com
2019-06-30	insert email gb..@sterlingcapital.com
2019-06-30	insert person Greg W. Bradley
2019-06-30	insert phone (704) 927-4184
2019-06-30	update person_title Christopher R. Best: Director, National Accounts; Director => Director; Director, RIA / DCIO
2019-06-30	update person_title Robert M. Clark: Executive Director / Head of Consultant Relations and Client Service Strategist => Executive Director / Head of Consultant Relations and Senior Client Strategist
2019-05-27	delete cio Thomas M. Richardson
2019-05-27	delete otherexecutives Thomas M. Richardson
2019-05-27	delete person Thomas M. Richardson
2019-05-27	insert email ts..@sterlingcapital.com
2019-05-27	insert person R. Aaron Myers
2019-05-27	insert person Tate Small
2019-05-27	update person_title James S. Atkins: Associate => Associate / Regional Consultant - West
2019-04-13	delete managingdirector Farley C. Shiner
2019-04-13	delete otherexecutives Alex M. Harshberger
2019-04-13	delete otherexecutives Catherine M. Casemyr
2019-04-13	delete otherexecutives Leigh Anne Pulse
2019-04-13	delete otherexecutives M. Davis Vaughan
2019-04-13	delete otherexecutives Michael D. Herndon
2019-04-13	insert ceo Stewart M. Boswell
2019-04-13	insert managingdirector Mary Weeks Fountain
2019-04-13	insert otherexecutives Charles J. Wittmann
2019-04-13	insert otherexecutives Elke R. Urban
2019-04-13	insert otherexecutives Rusty A. Woodward
2019-04-13	insert otherexecutives Scarlett Guo
2019-04-13	delete address 3715 Northside Parkway, Suite 3-625 Atlanta, GA 30327
2019-04-13	delete email cs..@sterling-capital.com
2019-04-13	delete email lp..@sterling-capital.com
2019-04-13	delete email mh..@sterling-capital.com
2019-04-13	delete email mh..@sterling-capital.com
2019-04-13	delete person Alex M. Harshberger
2019-04-13	delete person Catherine M. Casemyr
2019-04-13	delete person Christian M. Strom
2019-04-13	delete person Farley C. Shiner
2019-04-13	delete person Leigh Anne Pulse
2019-04-13	delete person M. Davis Vaughan
2019-04-13	delete person Michael D. Herndon
2019-04-13	delete phone (407) 399-0892
2019-04-13	delete phone (704) 954-1205
2019-04-13	insert about_pages_linkeddomain sec.gov
2019-04-13	insert contact_pages_linkeddomain sec.gov
2019-04-13	insert email ja..@sterlingcapital.com
2019-04-13	insert index_pages_linkeddomain sec.gov
2019-04-13	insert investor_pages_linkeddomain sec.gov
2019-04-13	insert management_pages_linkeddomain sec.gov
2019-04-13	insert person Casey K. McIntyre
2019-04-13	insert person Charles J. Wittmann
2019-04-13	insert person Elke R. Urban
2019-04-13	insert person George M. Carbaugh
2019-04-13	insert person Mary Weeks Fountain
2019-04-13	insert person Mitchell C. Lowery
2019-04-13	insert person Rusty A. Woodward
2019-04-13	insert person Scarlett Guo
2019-04-13	insert person Stewart M. Boswell
2019-04-13	insert phone (704) 371-3945
2019-04-13	insert phone (704) 927-4137
2019-04-13	insert phone (704) 927-4186
2019-04-13	insert terms_pages_linkeddomain sec.gov
2019-04-13	update person_title Brian M. Baker: Executive Director => Executive Director; Executive Director / Head of Equity Trading
2019-04-13	update person_title James T. Gillespie: Executive Director; Executive Director / Mutual Fund Administration => Executive Director; Executive Director / President of Sterling Capital Funds
2019-04-13	update person_title Kristin E. Jaerling: Executive Director => Executive Director; Executive Director / Head of Performance & Data Analytics
2019-04-13	update person_title Rebecca V. Patel: Compliance Analyst; Director => Compliance Officer; Director
2019-04-13	update person_title William L. Palmer: Associate; Associate / Associate Relationship Strategist and Associate Regional Consultant - Southeast => Associate