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Robert W. Bridges, CFA®

Background

Robert W. Bridges, CFA®, Senior Managing Director, joined Sterling Capital Management in 1996 and has investment experience since 1991. Bob is chief investment officer and head of equity. He also leads Sterling Capital’s Fundamental Equity Team and serves as co-head of the Factor Investing/Behavioral Finance portfolios. He became part of Sterling’s Fundamental Equity Team in 2000 and from that time had 14 years of experience as a senior analyst supporting the firm’s mid value and small cap value fundamental portfolios. In 2006, he embarked on a research project that led to the development of the firm’s first factor based strategy. This process led to the creation of the Sterling Behavioral Small Cap Value portfolio in 2008 and laid the groundwork for future expansion into other factor based portfolios. Bob has significant experience in portfolio construction methods, risk analytics, fundamental analysis and quantitative analysis. Prior to joining Sterling, he worked as a research analyst and investment committee member at Bridges Investment Counsel (now known as Bridges Trust). Bob received his B.S. in Business from Wake Forest University. He holds the Chartered Financial Analyst® designation.

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Area of Focus

  • Fundamental Equity and Research
  • Factor Investing

Previous Experience

  • Bridges Investment Counsel, Inc.
  • Provident Trust Company

Education

  • B.S. Wake Forest University

Affiliations and Professional Licenses

  • CFA Institute
  • CFA Society North Carolina
Robert W. Bridges
Robert W. Bridges, CFA®

Senior Managing Director

CIO - Head of Equity

(704) 927-4101

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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.