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Maxwell J. Anthony

Background

Maxwell J. Anthony, Managing Director, joined Sterling Capital Management in 2012 and has investment experience since 1996. Max is head of institutional strategy and client service. Prior to joining Sterling, he worked for Bank of America as a product specialist within debt capital markets focusing on capital formation, balance sheet management and derivatives for corporations, municipal and governmental, healthcare, higher education and not-for-profit entities. He also served as an independent consultant providing capital structure optimization and funded risk transfer strategies for systemically important corporate and governmental clients. Max has a broad base of capital markets, investment banking and asset management experience, which he leverages to assist the firm’s clients. Max received his B.S. in Business Management from North Carolina State University.


Area of Focus

  • Separately Managed Fixed Income and Equity
  • Consultant Relations

Previous Experience

  • Fixed Income Consultant
  • Bank of America Global Derivative Products
  • Banc of America Securities
  • Banc of America Capital Management

Education

  • B.S. North Carolina State University

Affiliations and Professional Licenses

  • FINRA Series 6, 26 & 63
Maxwell J. Anthony
Maxwell J. Anthony

Managing Director

Head of Institutional Strategy and Client Service

(704) 927-4173

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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.