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Brian R. Martin, CFP®, CIMA®


Brian R. Martin, CFP®, CIMA®, Executive Director, joined Sterling Capital Management in 2016 and has investment experience since 2001. Brian is head of national accounts and is responsible for developing key account relationships between independent broker dealers and the firm. Prior to joining Sterling, he worked as a regional consultant with Columbia-Threadneedle Investments. Brian received his B.A. in Government and International Studies from the University of South Carolina and his M.B.A. from the University of Massachusetts - Amherst. He holds the Certified Financial Planner® and Certified Investment Management Analyst® designations.

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Area of Focus

  • National Accounts

Previous Experience

  • Columbia Threadneedle Investments, Inc
  • Merrill Lynch


  • MBA – University of Massachussets – Amherst
  • BA – University of South Carolina

Affiliations and Professional Licenses

  • Investment Management Consultants Association
  • FINRA Series 7, 26, 63 & 65
Brian R. Martin
Brian R. Martin, CFP®, CIMA®

Executive Director

Head of National Accounts

(704) 371-3923

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Investment advisory services are available through Sterling Capital Management LLC, an investment adviser registered with the U.S. Securities & Exchange Commission (CRD# 135405) and an independently-operated 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.