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Name | Title | Since | Until |
---|---|---|---|
Byron G Mims | Sr. Fixed Income Portfolio Manager | 2016 | Now |
Biography | 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. | ||
Jeffrey D Ormsby | Portfolio Manager | 2016 | Now |
Biography | Jeffrey D. Ormsby, CFA®, Executive Director, joined Sterling Capital Management in 2010 and has investment experience since 2006. Jeff is a Senior Fixed Income Portfolio Manager. Prior to joining Sterling, he worked for Smith Breeden Associates as a CMBS trader and portfolio management Analyst within the investments group. Jeff received his B.S. in Economics from North Carolina State University, where he was a summa cum laude graduate and was recognized as Valedictorian, and his M.B.A. from the University of North Carolina at Chapel Hill’s Kenan-Flagler Business School, where he was the Norman Block Valedictorian Award recipient. He holds the Chartered Financial Analyst® designation. | ||
Michael Z. Sun | Analyst | 2014 | Now |
Biography | Michael Z. Sun, CFA®, Executive Director, joined Sterling Capital Management in 2009 and has investment experience since 1998. Michael is a Senior Fixed Income Portfolio Manager responsible for the Fixed Income structured products. Prior to joining Sterling, he served as Vice President, Portfolio Manager/Senior research Analyst for Evergreen Investments. Michael received his B.S. in Geography from Nanjing University, his M.S. in Urban and Regional Study from Beijing University and his M.A. in Economics from Bowling Green State University. He holds the Chartered Financial Analyst® designation. | ||
Mark M. Montgomery | Senior Managing Director | 2011 | 2016 |
Biography | Mark M. Montgomery, CFA®, Senior Managing Director, joined Sterling Capital Management in 1997and has investment experience since 1990. Mark is a chief investment officer and head of fixed income. Prior to joining Sterling, he held a number of positions at The Vanguard group. He began his fixed income career working on Vanguard’s taxable index bond team and later joined the municipal group working with their long-term and high-yield portfolio management team. Mark received his B.S. in Marketing with a minor in Public Administration from West Chester University and his M.B.A with a concentration in Investment Management from Drexel University. He holds the Chartered Financial Analyst® designation. | ||
Richard T. LaCoff | Senior Managing Director | 2011 | 2016 |
Biography | Mr. LaCoff is a Senior Managing Director. Mr. LaCoff joined the Sterling Capital Management LLC in 2007 and is a Senior Fixed Income Portfolio Manager and head of Sterling Capital’s Fixed Income Trading and Analytics. He has investment experience since 1991. Prior to joining Sterling Capital, he worked for RiverSource Investments as a Senior Portfolio Manager. Prior to RiverSource, he developed domestic as well as international fixed experience during his nine year tenure with Payden & Rygel Investment Counsel. During that time he held a number of positions that included Global Bond Strategist, Head of Global Non-Dollar Investment Grade Credit Strategy, and Head of Municipal Bond Strategy and Trading. Additionally, he managed taxable and tax exempt portfolios at Vanguard Group. Mr. LaCoff is a magna cum laude graduate of Villanova University where he received his B.S. in Business Administration and holds an M.S. in Finance from Drexel University. |
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