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Investment Specialists

Joseph Ely, Jr.

Senior Fixed Income Credit Analyst



Joseph H. Ely, Jr., CFA®, Director, joined Sterling Capital Management in 2009 and has investment experience since 1993. Joe is a Senior Fixed Income Credit Analyst. Prior to joining Sterling, he worked for Evergreen Investment Management Company. Prior to Evergreen, he served as assistant vice president and senior product analyst for Wachovia Bank. Joe received his B.A. in Economics from the University of North Carolina at Chapel Hill and his M.B.A. from Appalachian State University. He holds the Chartered Financial Analyst® designation.

Area of Focus

  • Corporate Fixed Income

Previous Experience

  • Evergreen Investment Management Company
  • Wachovia Asset Management
  • Wachovia Bank, NA


  • B.A. University of North Carolina at Chapel Hill
  • M.B.A. Appalachian State University

Affiliations & Professional Licenses

  • CFA Institute
  • CFA Society North Carolina
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