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Mary Helen Smith, CIPM®

Background

Mary Helen Smith, CIPM®, Director, joined Sterling Capital Management in 2011 and has investment experience since 2011. Mary Helen is a taxable fixed income analyst. Previously she was a performance analyst on the Performance and Data Analytics team. Mary Helen received her B.A. in Economics and her B.A. in Public Policy from the University of North Carolina at Chapel Hill. She holds the Certificate in Investment Performance Measurement® designation. 

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Area of Focus

  • Composite Performance & Analytics

Education

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

Affiliations and Professional Licenses

  • CIPM Association
Mary Helen Smith
Mary Helen Smith, CIPM®

Director

Taxable Analyst

(919) 716-9017

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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.