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Kevin J. Stoll, CFA®

Background

Kevin J. Stoll, CFA®, Managing Director, first worked at Sterling Capital Management from 2004 to 2007 and rejoined the firm in 2013. He has investment experience since 1998. Kevin is head of quantitative research and is responsible for developing and applying quantitative analytics used in the investment and risk management process. Kevin also leads Sterling’s asset allocation process. Prior to joining Sterling, he worked at Smith Breeden Associates where he was director of quantitative research and analytics. Kevin also has prior investment experience as an analyst at Jones Lang LaSalle. Kevin received his B.A. in Economics and Mathematical Methods in the Social Sciences from Northwestern University and his M.B.A. from Duke University's Fuqua School of Business. He holds the Chartered Financial Analyst® designation.

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Area of Focus

  • Quantitative Research and Analytics

Previous Experience

  • Smith Breeden Associates
  • Jones Lang LaSalle

Education

  • B.A. Northwestern University
  • M.B.A. Duke University

Affiliations and Professional Licenses

  • CFA Institute
  • CFA Society North Carolina
Kevin J. Stoll
Kevin J. Stoll, CFA®

Managing Director

Head of Quantitative Research

(919) 716-9478

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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.