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Patrick W. Rau, CFA®

Background

Patrick W. Rau, CFA®, Managing Director, joined Sterling Capital Management in 2001 and has investment experience since 1993. Patrick is the lead portfolio manager for Sterling’s Fundamental Equity Small Cap Value and Fundamental Equity Mid Cap Value strategies. Prior to joining Sterling, he worked at Bank of America Capital Management where he co-managed the Nations Convertible Securities Fund. Patrick received his A.B. in Political Science from Duke University and his M.B.A. from Vanderbilt University. He holds the Chartered Financial Analyst® designation.

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Area of Focus

  • Fundamental Small Cap Value Equity
  • Fundamental Mid Cap Value Equity

Previous Experience

  • Banc of America Capital Management

Education

  • A.B. Duke University
  • M.B.A. Vanderbilt University

Affiliations and Professional Licenses

  • CFA Institute
  • CFA Society North Carolina
Patrick W. Rau
Patrick W. Rau, CFA®

Managing Director

Fundamental Equity; Portfolio Manager

(704) 927-4129

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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.