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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 Strategy & Client Service

Photo of James  Atkins

James Atkins

Relationship Strategist

Photo of D. Bradford  Barrett

D. Bradford Barrett

Senior Client Strategist

Photo of John  Barrett

John Barrett, AIF®

Senior Client Service Analyst

Photo of Christopher  Best

Christopher Best

Senior Client Strategist

Photo of Stacey  Bryant
East/Northeast

Stacey Bryant

Internal Manager Client Strategist - East/Northeast

Photo of Michelle  Bumgarner

Michelle Bumgarner

Middle Market, Client Service Manager

Photo of Corey  Byrd

Corey Byrd

Client Strategist

Photo of Daniel  Calabretta

Daniel Calabretta

Client Strategist

Photo of Anthony  Corallo

Anthony Corallo, CTP®

Head of Liquidity Solutions

Photo of Anthony  DeLucia

Anthony DeLucia

Head of OCIO and Senior Client Strategist

Photo of Austin  Dunlap

Austin Dunlap

Client Strategist

Photo of J. Michael  Flowers
South/Southeast

J. Michael Flowers

Relationship Strategist

Photo of Ricki  Green
South/Southeast

Ricki Green

Client Strategist - Southeast

Photo of Jennifer  Gunn

Jennifer Gunn

Senior Client Service Analyst

Photo of Daniel  Hurtado

Daniel Hurtado

Client Service Analyst

Photo of Michael  Jensen
West

Michael Jensen

Client Strategist - West

Photo of Megan  Jessee

Megan Jessee

National Accounts

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John Jordan, CFA®, CTP®

Senior Client Strategist

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®

Relationship Strategist

Photo of Blake  Myton

Blake Myton

Senior Client Strategist

Photo of Margaret  O'Leary
East/Northeast

Margaret O'Leary, CIMA®

Regional Consultant - East/Northeast

Photo of Stephanie  Palmaro

Stephanie Palmaro

Senior Client Service Analyst

Photo of William  Palmer

William Palmer

Relationship Strategist

Photo of Sarah  Palmquist

Sarah Palmquist, CMFC®

Senior Client Strategist

Photo of Allison  Pence

Allison Pence

Head of Marketing

Photo of Michael  Ryan

Michael Ryan, CFA®

Head of Insurance Strategy

Photo of Timothy  Sargent

Timothy Sargent

OCIO Client Strategist

Photo of Tyler  Sheffield

Tyler Sheffield, CFA®

Senior Client Service Analyst

Photo of Reagan  Shopp
West

Reagan Shopp

Regional Consultant - West

Photo of Tate  Small

Tate Small

Intermediary Client Service Manager

Photo of Nick  Totaro

Nick Totaro, CTP®

Senior Client Service Analyst

Photo of Edward  Watson

Edward Watson

Client Strategist

Photo of John  Winthrop

John Winthrop, CIMA®

Client Strategist

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