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Jeremy M. Lopez, CFA®


Jeremy M. Lopez, CFA®, Executive Director, joined Sterling Capital Management in 2016 and has investment experience since 1997. Jeremy is co-portfolio manager of the Global Leaders and Focus Equity strategies. Prior to joining Sterling, he worked as an equity research analyst at Herndon Capital Management and Wells Capital Management. Additionally, he was a senior equity research associate at William & Blair Company. Jeremy received his B.A. in Economics from Wheaton College and his M.B.A. from the University of Chicago's Booth School of Business. He holds the Chartered Financial Analyst® designation.

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Area of Focus

  • Equity Opportunities Group
    • Focus Equity
    • Global Leaders

Previous Experience

  • Herndon Capital Management
  • Wells Capital Management
  • William Blair & Company
  • Morningstar


  • B.A. Wheaton College
  • M.B.A. University of Chicago Booth School of Business

Affiliations and Professional Licenses

  • CFA Institute
Jeremy M. Lopez
Jeremy M. Lopez, CFA®

Executive Director

Equity Opportunities; Portfolio Manager

(757) 417-4959

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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.