Toggle navigation

Joseph H. Ely, Jr.

Background

Joseph H. Ely, Jr., CFA®, Director, joined Sterling Capital Management in 2009 and has investment experience since 1993. Joe is a senior fixed income credit analyst. Prior to joining Sterling, he worked for Evergreen Investment Management Company. Prior to Evergreen, he served as assistant vice president and senior product analyst for Wachovia Bank. Joe received his B.A. in Economics from the University of North Carolina at Chapel Hill and his M.B.A. from Appalachian State University. He holds the Chartered Financial Analyst® designation.


Area of Focus

  • Corporate Fixed Income

Previous Experience

  • Evergreen Investment Management Company
  • Wachovia Asset Management
  • Wachovia Bank, NA

Education

  • B.A. University of North Carolina at Chapel Hill
  • M.B.A. Appalachian State University

Affiliations and Professional Licenses

  • CFA Institute
  • CFA Society North Carolina
Joseph H. Ely, Jr.
Joseph H. Ely, Jr.

Director

Senior Credit Analyst

(704) 927-4105

Any information or opinions contained on this Website are those of Sterling Capital Management LLC, and not of Truist Financial Corporation or its executives. They are for general information only and are not meant to be predictions or an offer of individual or personalized investment advice. They are not intended as an offer or solicitation with respect to the purchase or sale of any security. This information and these opinions are subject to change without notice. Any type of investing involves risk and there are no guarantees that these methods will be successful. Sterling Capital Management LLC does not assume liability for any loss which may result from the reliance by any person upon such information or opinions.

Investment advisory services are available through Sterling Capital Management LLC, an investment adviser registered with the U.S. Securities & Exchange Commission (CRD# 135405) and an independently-operated 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.