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Lee D. Houser, CFA®

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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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