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.
View glossary of designations hereArea 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
