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James Willis, CFA®

Managing Director
Head of Advisory Solutions



James C. Willis, CFA®, Managing Director, joined BB&T Asset Management in 2003 and Sterling Capital Management through merger in 2010. He has investment experience since 1996. As head of Advisory Solutions, Jim is responsible for investment manager search and selection and the oversight of Sterling’s comprehensive open architecture platform. Jim received his B.A. in Economics and Political Science from Rice University and his M.B.A. from Georgetown University. He holds the Chartered Financial Analyst® designation.

Area of Focus

  • Advisory Solutions

Previous Experience

  • BB&T Asset Management


  • B.A. Rice University
  • M.B.A. Georgetown University

Affiliations & Professional Licenses

  • CFA Institute
  • CFA Society North Carolina
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