James Curtis, CFA^®

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 of the SMID Opportunities strategy. Prior to rejoining Sterling, Jim was a Portfolio Manager and Senior Equity Analyst at Putnam Investments and worked on the Raptor Global Fund at Tudor Investment Corporation. 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