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Jodi M. Stern

Background

Jodi M. Stern, Director, joined Sterling Capital Management in 2011 and has investment experience since 1998. Jodi is a compliance analyst focusing on Sterling’s core compliance, mutual funds, and governance. Prior to joining Sterling, she served as a legal and compliance analyst for Merrill Lynch Investment Managers and a mortgage regulatory compliance analyst for Quest Advisors. Jodi received her B.S. in Business Administration from Monmouth College and her paralegal degree in Securities and Finance from NYU School of Continuing Education.


Area of Focus

  • Compliance Testing, Monitoring and Reporting

Previous Experience

  • Quest Advisors
  • Womble Carlyle Sandridge & Rice LLP
  • Merrill Lynch Investment Managers

Education

  • B.S. Monmouth University
Jodi M. Stern
Jodi M. Stern

Director

Compliance Analyst

(919) 716-6167

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Investment advisory services are available through Sterling Capital Management LLC, a separate subsidiary of Truist Financial Corporation. Sterling Capital Management LLC manages customized investment portfolios, provides asset allocation analysis and offers other investment-related services to affluent individuals and businesses. Securities and other investments held in investment management or investment advisory accounts at Sterling Capital Management LLC are not deposits or other obligations of Truist Financial Corporation, Truist Bank or any affiliate, are not guaranteed by Truist Bank or any other bank, are not insured by the FDIC or any other federal government agency, and are subject to investment risk, including possible loss of principal invested.