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Mark M. Montgomery, CFA®

Background

Mark M. Montgomery, CFA®, Senior Managing Director, joined Sterling Capital Management in 1997and has investment experience since 1990. Mark is  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.

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Area of Focus

  • Fixed Income

Previous Experience

  • The Vanguard Group

Education

  • B.S. West Chester University
  • M.B.A Drexel University

Affiliations and Professional Licenses

  • CFA Institute
  • CFA Society North Carolina
Mark M. Montgomery
Mark M. Montgomery, CFA®

Senior Managing Director

CIO - Head of Fixed Income

(704) 927-4122

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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.