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Margaret O'Leary, CIMA®

Background

Margaret O’Leary, CIMA®, Director, joined Sterling Capital Management in 2016 and has investment experience since 1993. Mimi is a regional consultant responsible for the East/Northeast territory. Prior to joining Sterling, she was a managing director at Enspire Investments responsible for national coverage with a focus on New England. Prior to Enspire, she was a managing director at Cedar Capital. Mimi received her B.A. from Roanoke College, and her M.B.A. from the University of New Haven. She holds the Certified Investment Management Analyst® designation.

View glossary of designations here

Area of Focus

  • Mutual Funds

Previous Experience

  • Enspire Investments
  • Cedar Capital

Education

  • B.A. from Roanoke College
  • M.B.A. from the University of New Haven

Affiliations and Professional Licenses

  • Certified Investment Management Analyst®
  • FINRA Series 6, 7, 63 & 65
Margaret  O'Leary
Margaret O'Leary, CIMA®

Director

Regional Consultant - East/Northeast

(203) 209-5378

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Investment advisory services are available through Sterling Capital Management LLC, a separate subsidiary of BB&T Corporation now 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 BB&T Corporation now Truist Financial Corporation, Branch Banking and Trust Company now Truist Bank or any affiliate, are not guaranteed by Branch Banking and Trust Company now 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.