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Sterling Capital

Client Strategy & Service

Above all else, Sterling Capital aims to provide exceptional client service.

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Portrait of Maxwell Anthony

Maxwell Anthony

Head of Institutional Strategy & Client Service

Headshot of James Atkins

James Atkins

Intermediary Strategist

Headshot of D. Bradford Barrett

D. Bradford Barrett

Senior Institutional Strategist

Headshot of John Barrett, AIF®

John Barrett, AIF®

Institutional Strategist

Headshot of Aaron Best

Aaron Best

Client Service Analyst

Headshot of Stacey Bryant

Stacey Bryant

Sales Desk Manager

Headshot of Michelle Bumgarner

Michelle Bumgarner

Middle Market Client Service Manager

Headshot of Daniel Calabretta, AAMS®

Daniel Calabretta, AAMS®

Intermediary Client Strategist

Headshot of David Coon

David Coon

Head of Intermediary Distribution

Headshot of Anthony Corallo, CTP®

Anthony Corallo, CTP®

Senior Institutional Strategist

Headshot of Anthony DeLucia

Anthony DeLucia

Senior Institutional Strategist

Headshot of Shital Desai

Shital Desai

Compliance & Risk Officer

Headshot of Sofia Dieppa
Gulf Coast

Sofia Dieppa

Internal Intermediary Strategist

Headshot of Austin Dunlap

Austin Dunlap

Head of Insurance Solutions

Headshot of Charles Durham

Charles Durham

Chief Compliance & Risk Officer

West

Damarius Edwards

Client Strategist

Headshot of R. Tavist  Ferguson
Mid Atlantic

R. Tavist Ferguson

Internal Intermediary Strategist

Portrait of Lucie Fisher (female)

Lucie Fisher

Marketing & Communications Analyst

Headshot of J. Michael Flowers
South

J. Michael Flowers

Senior Client Strategist

Headshot of Stephanie Garrett

Stephanie Garrett

Marketing & Communications Analyst

Headshot of Jennifer Gunn, CRPS™

Jennifer Gunn, CRPS™

Intermediary Client Service Manager

Headshot of Vanessa Hampton

Vanessa Hampton

Sr. Client Strategist

Headshot of Kate Heacox

Kate Heacox

Senior Client Service Analyst

Headshot of Penn Hudson
Midwest

Penn Hudson

Internal Sales

Headshot of Daniel Hurtado, CFA®

Daniel Hurtado, CFA®

Senior Client Service Analyst

Headshot of Hunter Iobst

Hunter Iobst

RFP Writer & Database Analyst

Headshot of Michael Jensen
Gulf Coast

Michael Jensen

Client Strategist

Headshot of Megan Jessee

Megan Jessee

National Accounts

Headshot of Jackson Kloiber

Jackson Kloiber

Client Service Analyst

Amanda Kretsch

Senior Institutional Strategist

Headshot of Bob Leahy
Northeast

Bob Leahy

Director

Headshot of Tonya Loomis

Tonya Loomis

Client Service Analyst

Headshot of Jazz Lynch

Jazz Lynch

Client Service Analyst

Headshot of Brian Martin, CFP®, CIMA®

Brian Martin, CFP®, CIMA®

Intermediary Platform Sales, National Accounts

Headshot of Grayson McClendon
Northeast

Grayson McClendon

Internal Intermediary Strategist

Headshot of Daniel McElravey

Daniel McElravey

Client Service Analyst

Headshot of Evan Montgomery

Evan Montgomery

RFP Writer & Database Analyst

Headshot of Blake Myton

Blake Myton

Senior Institutional Strategist

Headshot of Margaret O'Leary, CIMA®
Mid Atlantic

Margaret O'Leary, CIMA®

Senior Intermediary Strategist

Headshot of Stephanie Palmaro

Stephanie Palmaro

Senior Client Service Analyst

Headshot of William Palmer

William Palmer

Intermediary Strategist

Headshot of Sarah Palmquist, CMFC®

Sarah Palmquist, CMFC®

Senior Institutional Strategist

Headshot of Rebecca Patel

Rebecca Patel

Compliance & Risk Manager

Headshot of Allison Pence

Allison Pence

Head of Marketing & Communications

Headshot of Maria Pistiolis

Maria Pistiolis

Client Service Analyst

Headshot of Joe Reid
Midwest

Joe Reid

Director

Headshot of Hope Rogers

Hope Rogers

Marketing & Communications Analyst

Headshot of Evan Rohrmeier

Evan Rohrmeier

Client Service Analyst

Headshot of Timothy Sargent

Timothy Sargent

Institutional Strategist

Headshot of Keith Schwartz

Keith Schwartz

National Accounts Manager

Headshot of Ami Shah

Ami Shah

National Accounts Manager

Headshot of Nicholas Sheets

Nicholas Sheets

Client Service Analyst

Headshot of Reagan Shopp
Central

Reagan Shopp

Senior Intermediary Strategist

Headshot of Tate Small

Tate Small

Director of Client Service & Analytics

Headshot of Jodi Stern

Jodi Stern

Compliance & Risk Manager

Headshot of Whitney Stewart, CFA®

Whitney Stewart, CFA®

Client Portfolio Manager

Headshot of Nicholas Totaro, CTP®

Nicholas Totaro, CTP®

RFP & Consultant Database Manager

Headshot of John Winthrop, CIMA®

John Winthrop, CIMA®

Senior Institutional Strategist

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