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Investment Specialists

James Curtis, CFA®

Executive Director
Portfolio Manager

704.927.4111

Background

James L. Curtis, CFA®, Executive Director, first worked at Sterling Capital Management from 1999 to 2001 and rejoined the firm in 2020. He has investment experience since 1996 and serves as Co-Portfolio Manager of the Special Opportunities strategy. Previously, he was the Co-Portfolio Manager for the SMID Opportunities strategy. Prior to rejoining Sterling, Jim was a Portfolio Manager and Senior Equity Analyst at Putnam Investments and was a Vice President at Tudor Investment Corporation, responsible for consumer-related investments at the $11B Raptor Global Fund in Boston. Most recently, he founded, and serves as managing principal of, Staghorn Capital Management, acting as Portfolio Manager of a global long-short hedge fund. Jim received his B.S.B.A. in Finance from the University of North Carolina at Chapel Hill’s Kenan-Flagler Business School and his M.B.A. in Finance from Emory University’s Goizueta Business School. He holds the Chartered Financial Analyst® designation.

Area of Focus

  • Equity Opportunities Group
    • Special Opportunities

Previous Experience

  • Staghorn Capital Management
  • Putnam Investments
  • Tudor Investment Corporation

Education

  • B.S.B.A. University of North Carolina at Chapel Hill
  • M.B.A. Emory University

Affiliations & Professional Licenses

  • CFA Institute
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