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Adam B. Bergman, CFA®

Background

Adam B. Bergman, CFA®, Executive Director, joined the CHOICE Asset Management team of BB&T Scott & Stringfellow in 2007. In January 2013, the CHOICE team integrated with Sterling Capital Management and was renamed as the firm’s Equity Opportunities Group. Adam has investment experience since 1996. He is lead portfolio manager of the Insight strategy and co-portfolio manager of the Equity Income strategy. Prior to joining the team, he directed the investor relations efforts at Advance Auto Parts and Dollar Tree Stores. Prior to working in investor relations, he served as a sell-side research analyst at Scott & Stringfellow. Adam received his B.S. in Commerce from the University of Virginia's McIntire School of Commerce. He earned a Graduate Certificate in Investor Relations from the University of California at Irvine and he holds the Chartered Financial Analyst® designation.

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Area of Focus

  • Equity Opportunities Group
    • Equity Income
    • Insight

Previous Experience

  • BB&T Scott and Stringfellow
  • Advance Auto Parts
  • Dollar Tree

Education

  • B.S. University of Virginia

Affiliations and Professional Licenses

  • CFA Institute
  • CFA Society Virginia
Adam B. Bergman
Adam B. Bergman, CFA®

Executive Director

Equity Opportunities; Portfolio Manager

(757) 417-4918

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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, 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.