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Investment Specialists

James Curtis, CFA®

Director
Portfolio Manager

704.927.4111

Background

James L. Curtis, CFA®, 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 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

  • Fundamental Equity
    • SMID Opportunities

Previous Experience

  • Putnam Investments
  • Tudor Investment Corporation
  • Staghorn Capital Management

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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