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Brian E. Leach, CFA®

Background

Brian E. Leach, CFA®, Executive Director, joined Sterling Capital Management in 2013 and has investment experience since 2001. Brian is a private client portfolio manager. Prior to joining Sterling, he worked for Neville, Rodie & Shaw as vice president and portfolio manager for both individuals and non-profit organizations. Brian received his B.A. in Public Policy Studies from Duke University. He is a CFA® charterholder and is a member of the CFA® Institute and CFA® Society of Washington, D.C.

View glossary of designations here

Area of Focus

  • Private Client

Previous Experience

  • Neville, Rodie, and Shaw, Inc.

Education

  • B.A. Duke University

Affiliations and Professional Licenses

  • CFA Institute
  • CFA Society of Washington, D.C.
Brian E. Leach
Brian E. Leach, CFA®

Executive Director

Portfolio Manager

(202) 393-1777

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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.