Shawn M. Gallagher, CFA®

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Background

Shawn M. Gallagher, CFA®, Executive Director, joined the Stratton Funds team of Stratton Management Company in 2005 and Sterling Capital Management as part of a business acquisition in 2015. He has investment experience since 2003. Shawn is the co-portfolio manager of the Mid Cap Value and Real Estate products and associate portfolio manager of the Small Cap Value product. Prior to joining Stratton, he served as an analyst in AT&T's Financial Leadership Program. Shawn received his B.S. in Finance from Pennsylvania State University. He holds the Chartered Financial Analyst® designation and is a member of the CFA® Society of Philadelphia and the CFA® Institute.

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Area of Focus

Mid Cap Value
Real Estate
Small Cap Value

Previous Experience

Stratton Management Company
AT&T Corporation

Education

B.S. Pennsylvania State University

Affiliations and Professional Licenses

CFA Institute
CFA Society Philadelphia

Shawn M. Gallagher

Shawn M. Gallagher, CFA®

Executive Director

Relative Value; Portfolio Manager

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