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Lee D. Houser, CFA®

Background

Lee D. Houser, CFA®, Executive Director, joined Sterling Capital Management in 2006 and has investment experience since 1999. Lee is co-portfolio manager of the SMID Opportunities strategy, and associate portfolio manager of the Fundamental Equity Mid Cap Value and Fundamental Equity Small Cap Value strategies. Prior to joining Sterling, he worked for ICM Asset Management as a senior research analyst. Previous work experience includes analyst positions at Redchip Research, Raymond James Financial, Inc. and also as a software engineer with Bell Atlantic Corp. Lee received his B.S. in Mathematics and Economics from James Madison University, where he was a summa cum laude graduate, and his M.B.A. from Duke University. He holds the Chartered Financial Analyst® designation.

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Area of Focus

  • SMID Opportunities
  • Fundamental Small Cap Value Equity
  • Fundamental Mid Cap Value Equity

Previous Experience

  • ICM Asset Management
  • Raymond James & Associates

Education

  • M.B.A. Duke University
  • B.S. James Madison University

Affiliations and Professional Licenses

  • CFA Institute
  • CFA Society North Carolina
Lee D. Houser
Lee D. Houser, CFA®

Executive Director

Fundamental Equity; Portfolio Manager

(704) 927-4133

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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.