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שם | כותרת | משנת | עד שנת |
---|---|---|---|
Lee D Houser | Analyst | 2020 | עכשיו |
ביוגרפיה | Lee D. Houser, CFA®, Executive Director, joined Sterling Capital Management in 2006 and has investment experience since 1999. Lee is an associate portfolio manager for Sterling’s Fundamental Equity Mid Cap Value and Fundamental Equity Small Cap Value strategies. Prior to joining Sterling, he worked for ICM Asset Management as a senior research analyst. Previous work experience includes analyst positions at Redchip Research, Raymond James Financial, Inc. and also as a software engineer with Bell Atlantic Corp. Lee received his B.S. in Mathematics and Economics from James Madison University, where he was a summa cum laude graduate, and his M.B.A. from Duke University. He holds the Chartered Financial Analyst® designation. | ||
William C. Smith | Portfolio Manager | 2020 | עכשיו |
ביוגרפיה | Will C. Smith, CFA®, Executive Director, joined Sterling Capital Management in 2015 and has investment experience since 2002. Will is a co-portfolio manager of the Fundamental Equity Mid Cap Value and Fundamental Equity Small Cap Value strategies. Prior to joining Sterling, he was an executive director with Goldman Sachs in London as the lead sell side analyst covering the global media and telecommunications sector. Prior to Goldman Sachs, he worked for Jefferies International as the lead sell side analyst covering the global media sector. Will received his B.E. in Structural Engineering from Vanderbilt University and his M.B.A. from the London Business School. He holds the Chartered Financial Analyst® designation. | ||
Patrick W. Rau | Executive Director | 2016 | עכשיו |
ביוגרפיה | Patrick W. Rau, CFA, is an Managing Director of Sterling Capital. He has been with Sterling Capital and its predecessors since 2001 and has investment experience since 1991. From 1999-2001, Mr. Rau served as Co-Portfolio Manager for Bank of America Capital Management. Mr. Rau is a graduate of Duke University where he received his A.B. in Political Science. He received his M.B.A. from Vanderbilt University. He is a CFA charterholder. | ||
Timothy P. Beyer | Portfolio Manager | 2005 | 2020 |
ביוגרפיה | Mr. Beyer,CFA, is a Managing Director of Sterling Capital. He has been with Sterling Capital and its predecessors since 2004 and has investment experience since 1989. From 2003-2004, Mr. Beyer served as Portfolio Manager for AIM Investments. From 2000-2002, Mr. Beyer worked at USAA. Mr. Beyer served on the Council of Examiners for the CFA Institute for four years and a CFA grader for seven years. He is a graduate of East Carolina University where he received his B.S.B.A. in Finance. He is a CFA charterholder. | ||
Patrick W. Rau | Executive Director | 2005 | 2006 |
ביוגרפיה | Patrick W. Rau, CFA, is an Managing Director of Sterling Capital. He has been with Sterling Capital and its predecessors since 2001 and has investment experience since 1991. From 1999-2001, Mr. Rau served as Co-Portfolio Manager for Bank of America Capital Management. Mr. Rau is a graduate of Duke University where he received his A.B. in Political Science. He received his M.B.A. from Vanderbilt University. He is a CFA charterholder. | ||
Richard B. Jones | Vice President, Portfolio Manager | 2005 | 2005 |
ביוגרפיה | 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. | ||
Buel S. Sears | Vice President, Investment Officer | 1996 | 2005 |
ביוגרפיה | Sears serves as senior vice president and has been a portfolio manager with the BB&T Mid Cap Value Fund (formerly OVB Equity-Income Fund) since 1997. Previously, he was a vice president and trust investment officer for Huntington Banks where he managed the Huntington's West Virginia Trust Investment Group. Sears is a Chartered Financial Analyst and a member of the Association for Investment Management and Research. | ||
James R. Thomas | Vice President, Portfolio Manager | 1996 | 1997 |
ביוגרפיה | Thomas serves as vice president and portfolio manager with One Valley Bank, his employer since 1988. Previously, he was a financial analyst for RepublicBank in Dallas, Texas. Thomas holds the Certified Public Accountant designation. |
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