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Sterling Capital

Client Strategy & Service

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

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Photo of Maxwell  Anthony

Maxwell Anthony

Head of Institutional Distribution & Client Service

Photo of James  Atkins

James Atkins

Client Strategist

Photo of Rachael  Baba

Rachael Baba

Senior Marketing & Communications Analyst

Photo of D. Bradford  Barrett

D. Bradford Barrett

Senior Client Strategist

Photo of John  Barrett

John Barrett, AIF®

Client Strategist

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Aaron Best

Client Service Analyst

Photo of Stacey  Bryant

Stacey Bryant

Sales Desk Manager

Photo of Michelle  Bumgarner

Michelle Bumgarner

Middle Market Client Service Manager

Photo of Corey  Byrd

Corey Byrd

Senior Client Strategist

Photo of Daniel  Calabretta

Daniel Calabretta, AAMS®

Intermediary Client Strategist

Photo of Anthony  Corallo

Anthony Corallo, CTP®

Head of Liquidity Solutions & Senior Client Strategist

Photo of Anthony  DeLucia

Anthony DeLucia

Head of OCIO Solutions & Senior Client Strategist

Photo of Austin  Dunlap

Austin Dunlap

Client Strategist

Photo of R. Tavist   Ferguson

R. Tavist Ferguson

Client Strategist

Photo of J. Michael  Flowers
South/Southeast

J. Michael Flowers

Senior Client Strategist

Photo of Stephanie  Garrett

Stephanie Garrett

Marketing & Communications Analyst

Photo of Ricki  Green
South/Southeast

Ricki Green

Senior Client Service Analyst

Photo of Jennifer  Gunn

Jennifer Gunn, CRPS™

Senior Client Service Analyst

Photo of Daniel  Hurtado

Daniel Hurtado, CFA®

Senior Client Service Analyst

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Hunter Iobst

RFP Writer & Database Analyst

Photo of Michael  Jensen
West

Michael Jensen

Client Service Analyst

Photo of Megan  Jessee

Megan Jessee

National Accounts

Photo of Bo  Kenan

Bo Kenan

Client Service Analyst

Photo of Jackson  Kloiber

Jackson Kloiber

Client Service Analyst

Photo of Tonya  Loomis

Tonya Loomis

Client Service Analyst

Photo of Jazz  Lynch

Jazz Lynch

Client Service Analyst

Photo of James  Mallory

James Mallory, AIF®

Senior Client Strategist

Photo of Brian  Martin

Brian Martin, CFP®, CIMA®

Head of National Accounts

Photo of John  McAuley

John McAuley, CIMA®

Head of Intermediary Distribution and Marketing

Photo of Jayme  McDonald

Jayme McDonald, CFP®

Head of Client Service & Analytics

Photo of Daniel  McElravey

Daniel McElravey

Client Service Analyst

Photo of R. Aaron  Myers

R. Aaron Myers, CIMA®, CRPC®

Senior Client Strategist

Photo of Blake  Myton

Blake Myton

Senior Client Strategist

Photo of Margaret  O'Leary
East/Northeast

Margaret O'Leary, CIMA®

Senior Client Strategist

Photo of Stephanie  Palmaro

Stephanie Palmaro

Senior Client Service Analyst

Photo of William  Palmer

William Palmer

Client Strategist

Photo of Sarah  Palmquist

Sarah Palmquist, CMFC®

Senior Client Strategist

Photo of Allison  Pence

Allison Pence

Head of Marketing & Communications

Photo of Hope  Rogers

Hope Rogers

Marketing & Communications Analyst

Photo of Timothy  Sargent

Timothy Sargent

OCIO Client Strategist

Photo of Nicholas  Sheets

Nicholas Sheets

Client Service Analyst

Photo of Reagan  Shopp
West

Reagan Shopp

Senior Client Strategist

Photo of Tate  Small

Tate Small

Intermediary Client Service Manager

Photo of Whitney  Stewart

Whitney Stewart, CFA®

Client Portfolio Manager

Photo of Nicholas  Totaro

Nicholas Totaro, CTP®

RFP and Database Manager

Photo of John  Winthrop

John Winthrop, CIMA®

Senior Client Strategist

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