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Shawn M. Gallagher, CFA ®

Background

Shawn M. Gallagher, CFA®, 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 lead Portfolio Manager of the Stratton Mid Cap Value product and Associate Portfolio Manager of the Stratton Small Cap Value and Stratton Real Estate products.  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
  • 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 ®

Director

Stratton Relative Value; Portfolio Manager

(610) 940-5750

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Investment advisory services are available through Sterling Capital Management LLC, a separate subsidiary of BB&T Corporation now 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 BB&T Corporation now Truist Financial Corporation, Branch Banking and Trust Company now Truist Bank or any affiliate, are not guaranteed by Branch Banking and Trust Company now 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.