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James L. Curtis, CFA®

Background

James L. Curtis, CFA®, Director, first worked at Sterling Capital Management from 1999 to 2001 and rejoined the firm in 2020. He has investment experience since 1996 and serves as co-portfolio manager of the SMID Opportunities strategy. Prior to rejoining Sterling, Jim was a portfolio manager and senior equity analyst at Putnam Investments and worked on the Raptor Global Fund at Tudor Investment Corporation. Most recently, he founded, and serves as managing principal of, Staghorn Capital Management, acting as portfolio manager of a global long-short hedge fund. Jim received his B.S.B.A. in Finance from the University of North Carolina at Chapel Hill’s Kenan-Flagler Business School and his M.B.A. in Finance from Emory University’s Goizueta Business School. He holds the Chartered Financial Analyst® designation.

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Area of Focus

  • Fundamental Equity
    • SMID Opportunities

Previous Experience

  • Putnam Investments
  • Tudor Investment Corporation
  • Staghorn Capital Management

Education

  • B.S.B.A. University of North Carolina at Chapel Hill
  • M.B.A. Emory University

Affiliations and Professional Licenses

  • CFA Institute
James L. Curtis
James L. Curtis, CFA®

Director

Fundamental Equity; Portfolio Manager

(704) 927-4111

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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.