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Investment Specialists

Joshua Haggerty, CFA®

Executive Director
Portfolio Manager



Joshua L. Haggerty, CFA®, Executive Director, joined the CHOICE Asset Management team of BB&T Scott & Stringfellow in 2005. In January 2013, the CHOICE team integrated with Sterling Capital Management and was renamed as the firm’s Equity Opportunities Group. Josh has investment experience since 1998. He is co-portfolio manager of the Special Opportunities strategy. Prior to joining the team, he worked for Vantage Consulting Group where his responsibilities included managing a long/short hedge fund. Josh received his B.B.A. in Finance from James Madison University. He holds the Chartered Financial Analyst® designation.

Area of Focus

  • Equity Opportunities Group
    • Special Opportunities

Previous Experience

  • BB&T Scott and Stringfellow
  • Vantage Consulting Group


  • B.B.A. James Madison University

Affiliations & Professional Licenses

  • CFA Institute
  • CFA Society Virginia
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