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Equity


Head of Equity

Robert W. Bridges, CFA®
Robert W. Bridges, CFA®

Senior Managing Director



Equity Opportunities

George F. Shipp, CFA®
George F. Shipp, CFA®

Managing Director

Adam B. Bergman, CFA®
Adam B. Bergman, CFA®

Executive Director

Colin R. Ducharme, CFA®
Colin R. Ducharme, CFA®

Executive Director

Joshua L. Haggerty, CFA®
Joshua L. Haggerty, CFA®

Executive Director

R. Griffith Jones, Jr.
R. Griffith Jones, Jr.

Executive Director

Jeremy M. Lopez, CFA®
Jeremy M. Lopez, CFA®

Executive Director

Daniel A. Morrall
Daniel A. Morrall

Executive Director

Whitney L. Stewart, CFA®
Whitney L. Stewart, CFA®

Executive Director

Charles J. Wittmann, CFA®
Charles J. Wittmann, CFA®

Executive Director

Rebecca A. Dorfman
Rebecca A. Dorfman

Director

Timothy B. Reyes
Timothy B. Reyes

Director



Focused Factor

Robert W. Bridges, CFA®
Robert W. Bridges, CFA®

Senior Managing Director

Robert O. Weller, CFA®
Robert O. Weller, CFA®

Executive Director

Brian M. Baker
Brian M. Baker

Executive Director

Christopher W. Campbell
Christopher W. Campbell

Director



Fundamental Equity

Robert W. Bridges, CFA®
Robert W. Bridges, CFA®

Senior Managing Director

Patrick W. Rau, CFA®
Patrick W. Rau, CFA®

Managing Director

Brian M. Baker
Brian M. Baker

Executive Director

Lee D. Houser, CFA®
Lee D. Houser, CFA®

Executive Director

William C. Smith, CFA®
William C. Smith, CFA®

Executive Director

Whitney L. Stewart, CFA®
Whitney L. Stewart, CFA®

Executive Director

Brian F. McCafferty
Brian F. McCafferty

Director

James L. Curtis, CFA®
James L. Curtis, CFA®

Director

A. Tab  Williams, IV, CPA
A. Tab Williams, IV, CPA

Director



Stratton Relative Value

Gerald M. Van Horn, CFA®
Gerald M. Van Horn, CFA®

Executive Director

Andrew T. DiZio, CFA ®
Andrew T. DiZio, CFA ®

Executive Director

Shawn M. Gallagher, CFA®
Shawn M. Gallagher, CFA®

Executive Director

Whitney L. Stewart, CFA®
Whitney L. Stewart, CFA®

Executive Director

Brian F. McCafferty
Brian F. McCafferty

Director

Antoine M. McIntosh, CFA ®
Antoine M. McIntosh, CFA ®

Associate Director




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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, 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.