STERLING CAPITAL MANAGEMENT - Key Persons
Alden Ray, CFA®, Director joined Sterling in 2022 and has investment experience since 2014. Prior to joining Sterling, he worked at Amica Mutual as an equity research analyst where he managed the Industrials and Financials sectors within the firm's large cap quality-oriented equity strategy. His previous work experience also includes roles as an Investment Specialist at Bank of America Merrill Lynch and a Financial Services Representative for John Hancock. Alden received his B.S. in Finance and Business Administration from Salve Regina University, and M.B.A at Johns Hopkins University. He holds the Chartered Financial Analyst® designation.
Job Titles:
- Director / Fixed Income Portfolio Manager
Alex M. Harshberger, CFA®, Director, joined Sterling Capital Management in 2016 and has investment experience since 2013. Alex is a Fixed Income Portfolio Manager. Previously she was a Quantitative Research Analyst. Prior to Sterling, she was a senior actuarial analyst with Willis Towers Watson. Prior to Willis Towers Watson, she worked as a research assistant at the Federal Reserve Board of Governors. Alex received her B.S. in Mathematics and Economics from the University of Pittsburgh, where she was a summa cum laude graduate, and her M.Sc. in Economics from the University of Sussex. She holds the Chartered Financial Analyst® and Associate of the Society of Actuaries designations.
Alexander W. McAlister is President Emeritus of Sterling Capital Management, having previously served as Chief Executive Officer from 2007-2023. Alex was one of the original partners of Trinity Capital Advisors founded in 1989, which merged into Sterling Capital in 1991. He has investment experience since 1982. Prior to joining Sterling, he worked for NCNB Funds Management Division where he was national market sales director. Alex received his B.A. in Economics from Washington & Lee University.
Job Titles:
- Director
- Head of Marketing
Allison M. Pence, Director, joined Sterling Capital Management in 2019 and has investment experience since 2004. Allison is head of marketing and is responsible for marketing and communications strategy, content creation, and business development support. Prior to Sterling, she worked in institutional asset management marketing at Nuveen, TIAA and Wells Fargo. Allison received her B.S.B.A. in Finance from the University of North Carolina at Charlotte, and her M.A. in Communications from Queens University of Charlotte.
Job Titles:
- Managing Director
- Senior Fixed Income Client Strategist
Andrew Richman, CTFA, Managing Director, joined SunTrust in 2001 and Sterling Capital Management in 2020 as part of an integration following the merger of equals between SunTrust Banks and BB&T Corporation. Andy has investment experience since 1988 and is a Fixed Income Portfolio Manager and Senior Fixed Income Client Strategist. Prior to his 20 years in SunTrust's portfolio management division, Andy ran a trust and investment department in Florida as the trust department senior manager, worked as an equity portfolio manager with Sanford Bernstein and worked in fixed income trading at Salomon Brothers in New York. He received his B.A. from the State University of New York at Albany and his M.B.A. with a concentration in International Business from the University of Miami. He is also a graduate of the ABA National Trust School at Northwestern University and holds the Certified Trust & Financial Advisor designation.
Anson Quillen, Associate Director, joined Sterling Capital Management in 2022 and has investment experience since 2017. He is a Quantitative Research Analyst. He transferred to Sterling from Truist's audit team, where he evaluated internal quantitative risk models. Anson received his undergraduate degree from the University of Tennessee in Economics and Statistics and his Masters in Quantitative and Computational Finance from Georgia Tech.
Job Titles:
- Managing Director / Senior Client Strategist & Head of Liquidity Solutions
Anthony T. Corallo, CTP®, Managing Director, joined Sterling Capital Management in 1997 and has investment experience since 1986. Tony is head of liquidity solutions and a senior client strategist. Prior to joining Sterling, he held business development positions at Dreyfus Institutional Services and Waddell & Reed. Tony received his B.A. in Finance and Political Science from Southern Oregon University. He holds the Certified Treasury Professional® designation.
Job Titles:
- Managing Director / Head of OCIO & Senior Client Strategist
Anthony G. DeLucia, Managing Director, joined BB&T Asset Management in 2003 and Sterling Capital Management through merger in 2010. He has investment experience since 1996. Tony is a Senior Institutional Client Strategist and heads OCIO strategy and distribution for the firm. Tony is part of the team responsible for new business development and client service. Prior to his role on the institutional team, he ran intermediary marketing and distribution for Sterling. Prior to joining BB&T, he worked for BISYS Fund Services as an external wholesaler and internal sales manager. Prior to BISYS, he was a financial advisor for McDonald Investments and Smith Barney consulting business and retail clients in Columbus, OH. Tony received his B.S. from the University of Massachusetts at Amherst.
Austin G. Dunlap, Director, joined Sterling Capital Management in 2017 and has investment industry experience since 2014. Austin is an institutional client strategist. Previously at Sterling, Austin served as a senior client service analyst with a focus on institutional client strategy. Prior to joining Sterling, he held positions as a syndicated loan trading analyst at Wells Fargo and an associate fixed income specialist at Wedge Capital Management. Austin received his B.S.B.A. with a concentration in Finance from the University of North Carolina at Charlotte.
Blake E. Myton, Director, joined SunTrust Bank in 1998 and Sterling Capital Management through business realignment in 2021. He has investment management experience since 1998. Blake is a senior institutional client strategist working with clients and consultants to create portfolio solutions and developing and maintaining relationships with corporate, municipal, governmental, healthcare, taft-hartley, and retirement plans. Blake is responsible for helping coordinate clients' multi-asset allocation strategies, single mandate, and to help develop investment policies and objectives that support these relationships. Blake received his B.B.A. in Finance from Stetson University and his M.B.A. from the University of Central Florida.
Bo Kenan, Client Service Analyst, joined Sterling Capital in 2022 and has investment experience since 2022. He received his B.A. in Economics from the University of North Carolina at Chapel Hill.
Job Titles:
- Executive Director
- Portfolio Manager
Brandon W. Carl, CFA®, Executive Director, joined BB&T Asset Management in 2001 and Sterling Capital Management through merger in 2010. He has investment experience since 2001. Brandon is a portfolio manager on Sterling's Advisory Solutions team with a focus on equity. Previously, he graduated from the BB&T Leadership Development Program and was an equity analyst covering the healthcare and consumer staples sectors for BB&T Asset Management. Brandon received his B.S. in Finance and Management from the University of South Carolina. He holds the Chartered Financial Analyst® designation.
Job Titles:
- Executive Director / Senior Fixed Income Credit Analyst
Brent A. Barton, CFA®, Executive Director, joined Sterling Capital Management in 2011 and has investment experience since 1991. Brent is a Senior Fixed Income Credit Analyst. Prior to joining Sterling, he worked for Wells Capital Management. Previous work experience includes responsibilities as a portfolio manager and senior analyst with First Colony Life Insurance Company and as a banking analyst with the Virginia State Corporation Commission. Brent received his B.A. in Business/Economics with a minor in English Literature from Randolph-Macon College and his M.B.A. from the College of William and Mary. He holds the Chartered Financial Analyst® designation.
Job Titles:
- Executive Director / Head of Equity Trading
- Head of Equity Trading
Brian M. Baker, Executive Director, joined BB&T Asset Management in 2005 and Sterling Capital Management through merger in 2010. He has investment experience since 1993. Brian is the Head of Equity Trading and is responsible for all the trading activity across Sterling equity desks. Previously he was the Manager of BB&T Asset Management's Trading Desk. Prior to joining BB&T, he worked at Goldman Sachs as a U.S. shares trader. He was also a Nasdaq market maker for Spear Leeds and Kellogg, specializing in the technology, biotechnology and consumer sectors. Brian received his B.S. in Finance from Lehigh University.
Job Titles:
- Head of National Accounts
Brian R. Martin, CFP®, CIMA®, Executive Director, joined Sterling Capital Management in 2016 and has investment experience since 2001. Brian is head of national accounts and is responsible for developing key account relationships between independent broker dealers and the firm. Prior to joining Sterling, he worked as a regional consultant with Columbia-Threadneedle Investments. Brian received his B.A. in Government and International Studies from the University of South Carolina and his M.B.A. from the University of Massachusetts - Amherst. He holds the Certified Financial Planner® and Certified Investment Management Analyst® designations.
Job Titles:
- Director / Senior Equity Trader
Brian F. McCafferty, Director, joined the Stratton Funds team of Stratton Management Company in 2012 and Sterling Capital Management as part of a business acquisition in 2015. He has investment experience since 1997. Brian is an equity trader. Prior to joining Sterling, he was head of trading and operations at JS Asset Management. Brian received his B.S. in Finance from St. Joseph's University.
Job Titles:
- Executive Director / Senior Fixed Income Portfolio Manager
Byron G. Mims, CFA®, Executive Director, joined Sterling Capital Management in 2012 and has investment experience since 2006. Byron is a Senior Fixed Income Portfolio Manager. Prior to joining Sterling, he worked for Smith Breeden Associates as a vice president on the asset-backed securities team and was primarily responsible for non-agency mortgage-backed securities and also consumer asset-backed securities. Byron received his B.S. in Economics from North Carolina State University, where he was a summa cum laude graduate and was recognized as valedictorian. He holds the Chartered Financial Analyst® designation.
Carrie R. Breswitz, Director, joined BB&T Asset Management in 2000 and Sterling Capital Management through merger in 2010. She has investment experience since 2000. Carrie is a Senior Fixed Income Trader and her primary responsibilities include trading tax exempt securities as well as structuring and managing separately managed accounts for our Wealth Management group. Carrie received her B.S. in Business Management from North Carolina State University and her M.B.A. from Campbell University.
Casey K. McIntyre, CFA®, CAIA®, CIPM®, Managing Director, joined Sterling Capital Management in 2018. Casey serves as Chief Operating Officer, supporting the leadership and management of Sterling's operations, human resources, information technologies, financial reporting, and facilities. He served as Chief Administrative Officer from 2018-2023 and has investment experience since 2005. Previously, he was employed at Cambridge Associates where he was most recently the Managing Director and Group Head of the Portfolio Services Group. Casey received his B.S. in Finance from The Pennsylvania State University. He holds the Chartered Financial Analyst® and Chartered Alternative Investment Analyst® designations and has a Certificate in Investment Performance Management®.
Job Titles:
- Chief Compliance Officer
- Executive Director
Charles A. Durham, Executive Director, joined Sterling Capital Management in 2018 and has investment experience since 2002. Charlie is Chief Compliance Officer with years of compliance experience supporting investment advisers, investment companies and broker-dealers. Prior to joining Sterling, he worked for Brown Brothers Harriman & Co. where he was the Compliance Advisory Officer to Brown Brothers Harriman's Private Banking and Investment Management lines of business and the Head of Brown Brothers Harriman's Compliance Services Group, with primary responsibility over compliance policies and procedures, compliance risk assessments, and compliance testing and monitoring. Selected prior experience includes AIG Asset Management and Smith Barney when it was part of Citigroup. Charlie received a B.A. in Policy Studies from Syracuse University and an M.B.A. in Finance from Fordham University.
Job Titles:
- Executive Director
- Portfolio Manager
Charles J. Wittmann, CFA®, Executive Director, joined Sterling Capital Management in 2014 and has investment experience since 1995. Chip is co-portfolio manager of the Equity Income strategy. Prior to joining Sterling, he worked for Thompson Siegel & Walmsley as a portfolio manager and (generalist) analyst. Prior to TS&W, he was a founding portfolio manager and analyst with Shockoe Capital, an equity long/short hedge fund. Chip received his B.A. in Economics from Davidson College and his M.B.A. from Duke University's Fuqua School of Business. Chip earned the Certificate in ESG Investing, which is developed, administered and awarded by the CFA Society of the United Kingdom. He holds the Chartered Financial Analyst® designation.
Christine M. Krause, Director, joined Sterling Capital Management in 2007 and has investment experience since 1981. Christine is a senior portfolio administrator for Sterling's Private Client group. Previously she was operations lead for institutional portfolio administration. Prior to joining Sterling, she worked for Portfolio Capital Management. Prior to Portfolio Capital, she worked in the financial industry holding various positions including private client officer for Fleet Bank.
Christopher R. Best, Executive Director, joined BB&T Asset Management in 2006 and Sterling Capital Management through merger in 2010. He has investment experience since 2006. Chris is a Senior Client Strategist and is responsible for raising assets within the RIA/DCIO marketplace. Prior to joining BB&T, he held an analyst position with Credit Suisse. Chris received his B.A. in Political Science from North Carolina State University and his Masters of Trust and Wealth Management from Campbell University.
Job Titles:
- Director, Senior Equity Trader & Portfolio Implementation Specialist
Christopher W. Campbell, Director, joined BB&T Asset Management in 2002 and Sterling Capital Management through merger in 2010. He has investment experience since 2002. Chris is a senior equity trader and portfolio implementation specialist for Sterling Capital Mutual Funds as well as institutional and individual accounts. He also worked as a credit underwriter while at BB&T. Chris received his B.A. in Economics from the University of North Carolina at Asheville and his M.B.A. with a concentration in financial management from North Carolina State University.
Job Titles:
- Executive Director
- Portfolio Manager
Colin R. Ducharme, CFA®, Executive Director, joined the CHOICE Asset Management team of BB&T Scott & Stringfellow in 2011. In January 2013, the CHOICE team integrated with Sterling Capital Management and was renamed as the firm's Equity Opportunities Group. Colin has investment experience since 2004 and is portfolio manager of the Focus Equity and Global Leaders strategies. Prior to joining Sterling, he was a vice president at Chase Investment Counsel, an independent registered investment advisor. Colin received his B.A. in Physics from the University of Virginia, and his M.B.A. and S.M. in Materials Science and Engineering from the Massachusetts Institute of Technology. Colin earned the Certificate in ESG Investing, which is developed, administered and awarded by the CFA Society of the United Kingdom. He holds the Chartered Financial Analyst® designation.
Corey Byrd, Director, joined Sterling Capital Management in 2017 and has investment experience since 2002. Corey is an institutional client strategist who works with clients and consultants to formulate investment solutions, and he is part of the OCIO team responsible for new business development and client service. Prior to joining Sterling, he worked for Istation where he was calling upon municipalities selling a suite of technology solutions. Prior to Istation, he spent time at U.S. Trust where he was a Private Client Manager. Corey received his B.B.A. in Trust Management and Financial Planning and his M.B.A. from Campbell University.
Bradford Barrett, Director, joined Sterling Capital Management in 2016 and has investment experience since 1981. Brad is part of the team responsible for new business development and client service. Prior to joining Sterling, he was the director of institutional sales for BPV Capital Management with business development responsibilities focused on the consultant, pension, OCIO, endowment/foundation and key account channels. Brad received his B.A. in Environmental Sciences from the University of Virginia.
Daniel Hurtado, Associate, joined Sterling Capital Management in 2020 and has investment industry experience since 2019. Daniel is a client service analyst focusing on Sterling's middle market business, serving primarily corporate and governmental pension clients. Prior to Sterling, he served as a derivative operations analyst at Bank of New York Mellon conducting collateral management and portfolio reconciliation for one of the globes largest hedge funds. Daniel received his B.B.A in Finance and Economics from Stetson University.
Job Titles:
- Executive Director
- Portfolio Manager
Daniel A. Morrall, Executive Director, joined Sterling Capital Management in 2014 and has investment experience since 2001. Dan is co-portfolio manager of the Special Opportunities strategy. Prior to joining Sterling, he worked as an equity analyst for Harber Asset Management and S Squared Technology LLC, technology-biased long/short funds. Dan also has experience as an investment banker at Bank of America Merrill Lynch. Prior to corporate finance, he worked at OutPurchase, a pre-IPO software startup in Silicon Valley. Dan received his B.S. in Business and Economics from Washington and Lee University, his M.B.A. from Columbia Business School, and his M.S.I.T. from Capella University.
Job Titles:
- Director / Fixed Income Municipal Credit Analyst
David T. Johnson, CFA®, Director, joined BB&T Asset Management in 2004 and Sterling Capital Management through merger in 2010. He has investment experience since 1998. David is a Fixed Income Municipal Credit Analyst. Prior to joining BB&T, he worked for Evergreen Investment Management Company. David received his B.S.B.A. in Marketing and Management from Appalachian State University and his M.B.A. from East Carolina University. He holds the Chartered Financial Analyst® designation and is a member of the Southern Municipal Finance Society Board.
Job Titles:
- Compliance Manager
- Director
David A. Reif, Director, joined Sterling Capital Management in 2019 and has investment experience since 2004. David is a compliance officer who leads the portfolio compliance and trading team. Prior to joining Sterling, David was a vice president for Brown Brothers Harriman & Co., where he served as both a risk manager and a compliance manager for the investment management line of business. Prior to Brown Brothers Harriman & Co., he worked for a variety of investment management companies focusing on risk and compliance, including Lazard Asset Management and Deutsche Asset Management. David received a B.A. from Rutgers University and an M.B.A., with a concentration in Finance, from Fordham University's Gabelli School of Business.
Job Titles:
- Director / Senior Fixed Income Credit Analyst
Dusten Pulido, CFA®, Director, joined Sterling Capital Management in 2021 and has investment experience since 2013. Dusten is a Senior Fixed Income Credit Analyst on Sterling's Fixed Income Team. Prior to joining Sterling, he held analyst positions at Wells Fargo Securities in investment grade fixed income research and debt capital markets. He was also a commercial banking financial analyst at Wells Fargo & Company. Dusten received his B.S. in Business Administration with a major in Finance from the University of Florida. He holds the Chartered Financial Analyst® designation.
Edward S. Watson, Director, joined Sterling Capital Management in 2008 and has investment experience since 2005. Eddie is a client strategist. Previously he was the internal sales desk manager and a regional consultant covering the Midwest territory, and an associate regional consultant covering the West/Central/Florida Territories. Prior to joining Sterling, he worked as a product specialist for Wachovia Securities. Eddie received his B.S. in Finance from Virginia Tech University.
Previous Experience
Wachovia Securities
Education
B.A. Virginia Tech University
Garrett S. Davis, Director, joined SunTrust Advisory Services in 2018 and Sterling Capital Management in 2020 as part of an integration following the merger of equals between SunTrust Banks and BB&T Corporation. Garrett has investment experience since 2010 and is a Fixed Income SMA Portfolio Manager focusing on the securitized sector. Prior to joining SunTrust, Garret held multiple roles in institutional sales and trading at SecureVest Financial Group. He received his B.S. in Economics with a concentration in Agricultural Commodities from the University of Florida.
George M. Carbaugh, Associate Director, joined Sterling Capital Management in 2018 and has investment experience since 2018. George is a Quantitative Research Analyst. George received his B.S. in Business Administration, Financial Services from The Citadel, Military College of South Carolina, where he was a magna cum laude graduate.
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- Head of Fund Administration
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- Head of Advisory Solutions
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- Head of Client Service & Analytics
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- Head of Intermediary Distribution and Marketing
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- Head of Quantitative Research and Analytics
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- Head of Performance & Data Analytics
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- Affiliations & Professional Licenses / CFA Institute
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- Head of Institutional Distribution & Client Service
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- Co - Head of Factor Investing / Behavioral Finance and Portfolio Manager
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- Education / B.a. State University of New York
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- Education / B.a. Syracuse University
- Education / B.S. University of Massachusetts