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Name | Title | Since | Until |
---|---|---|---|
Brandon W. Carl | Portfolio Manager | 2016 | Now |
Biography | Brandon joinedSterling 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 and also serves as co-portfolio manager of the Sterling Capital Diversified Income Fund. 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 is a CFA Charterholder. | ||
Shane A. Burke | Senior Analyst | 2015 | Now |
Biography | Shane joined Sterling Capital Management in 2013 and has investment experience since 2002. Shane is a portfolio manager on Sterling's Advisory Solutions team with a focus on fixed income and also serves as co-portfolio manager of the Sterling Capital Diversified Income Fund. Prior to joining Sterling, he worked as a senior analyst at New England Pension Consultants (NEPC) and as a portfolio accountant with State Street Corporation. Shane received his B.S. in Finance from the University of North Carolina at Wilmington and his M.B.A. from San Francisco - Golden Gate University. | ||
Will G. Gholston | Director, Manager | 2006 | 2016 |
Biography | Mr. Gholston is a Director and Manager of Quantitative Analysis with Sterling Capital. He joined BB&T Asset Management in 2003 and Sterling Capital through merger in October 2010. Mr. Gholston has investment experience since 2000 and holds a B.A. in Economics from the University of North Carolina, Chapel Hill. He is a CFA Charterholder. | ||
James C. Willis | Managing Director | 2010 | 2015 |
Biography | James C. Willis, CFA has been a Co-Portfolio Manager and Managing Director of Sterling Capital. Mr. Willis joined BB&T Asset Management in 2003 and Sterling Capital through merger in October 2010. He has investment experience since 1996. As Director of Sterling Capital’s Advisory Solutions Team, he is responsible for investment manager search and selection and the oversight of Sterling’s comprehensive open architecture platform solutions. Mr. Willis is a graduate of Rice University where he received his B.A. in Economics and Political Science. He received his M.B.A. from Georgetown University. He is a CFA charterholder. | ||
Jeffrey J. Schappe | Managing Director | 2005 | 2015 |
Biography | Mr. Schappe, CFA, is a Managing Director, Chief Market Strategist and Co-Portfolio Manager with Sterling Capital. He joined BB&T Asset Management in 2004 and Sterling Capital through merger in October 2010. Mr. Schappe has banking, research and investment experience since 1991 and holds a B.A. in Journalism and an M.B.A. in Finance, Investments and Banking from the University of Wisconsin, Madison. He is a CFA charterholder. | ||
Stephen L. Morgan | Portfolio Manager | 2009 | 2013 |
Biography | Mr. Morgan is an Executive Director of Sterling Capital. He joined BB&T Asset Management in 1999 and Sterling Capital through merger in October 2010. Mr. Morgan has over 25 years of investment experience and holds a B.S. in Finance & Accounting from American University in Washington, D.C. and an M.B.A. from Virginia Tech. | ||
Robert F. Millikan | Executive Director | 2004 | 2013 |
Biography | Robert F. Millikan, CFA, Executive Director, joined BB&T Asset Management in 2000 and Sterling Capital Management through merger in October 2010. He has investment experience since 1990. Bob is responsible for managing the state-specific municipal bond fund portfolios for Sterling Capital Funds as well as for the tax-free funds’ investment policy, research and management. Prior to joining BB&T, he worked for First Citizens Bank as Vice President and Fixed Income Portfolio Manager for both taxable and tax-exempt accounts. Bob is a graduate of Wake Forest University where he received his BA in Economics. He is a past President of the North Carolina Society of Financial Analysts and also a past Chairman of the Board of Directors for the Carolinas Municipal Advisory Council. He is a CFA charterholder. He is currently serving on the CFA North Carolina Strategic Advisory Board. | ||
Ron T. Rimkus | Portfolio Manager | 2006 | 2010 |
Biography | Ronald T. Rimkus, CFA, BB&T Asset Management in January 2006 as the Director of Core Equity. From 2000 to 2006, Mr.Rimkus managed a large cap core equity product for Mesirow Financial, Inc. Prior to joining Mesirow, Ron worked at Lincoln Capital Management, Inc. as an analyst in their Technology Group. Previously, Ron was a (generalist) analyst for Metropolitan West Capital Management. His background also includes equity analysis and portfolio management work at Brinson Partners and Ibbotson Associates, respectively. | ||
Eric Farls | Vice President, Investment Analyst | 2004 | 2006 |
Biography | Farls is a vice president and investment analyst with the BB&T Asset Management, Inc., his employer since July 2000. He holds the Chartered Financial Analyst designation. | ||
Richard B. Jones | Vice President, Portfolio Manager | 2004 | 2006 |
Biography | Jones is a vice president and portfolio manager with Branch Banking and Trust Company, his employer since 1987. Prior to joining the firm, he worked for Bank One Trust Company for four years. Jones holds Chartered Financial Analyst designation. |
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