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Whitney L. Stewart, CFA®

Background

Whitney L. Stewart, CFA®, Executive Director, joined Sterling Capital Management in 2018 and has investment experience since 2005. Whitney is a Client Portfolio Manager, focusing on Sterling's equity franchise. Prior to joining Sterling, he was a portfolio specialist supporting the sales effort with the various affiliates within AMG Funds. Before his time at AMG, he was a research analyst and investment counselor with Fisher Investments. Whitney received his B.A. in Economics from University of North Carolina at Chapel Hill. He holds the Chartered Financial Analyst® designation.

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Area of Focus

  • Equity Opportunities
  • Stratton Relative Value

Previous Experience

  • AMG Funds
  • Fisher Investments

Education

  • B.A. University of North Carolina at Chapel Hill

Affiliations and Professional Licenses

  • CFA Institute
Whitney L. Stewart
Whitney L. Stewart, CFA®

Executive Director

Client Portfolio Manager

(610) 940-0956

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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.