Client Service & Analytics
Katherine Heacox
Associate Director
Senior Client Service Analyst
Background
Katherine Heacox, Associate Director, joined Sterling Capital Management in 2024 and has investment experience since 1999. Kate is a Senior Client Service Analyst. Prior to joining Sterling, she worked at Merrill Lynch, A.G. Edwards & Sons, Inc., and IJL Wachovia. Kate received her B.S. in Psychology from the College of Charleston.
Area of Focus
- Client service & analytics
Previous Experience
- Merrill Lynch
- A.G. Edwards & Sons, Inc.
- IJL Wachovia
Education
- B.S. in Psychology from the College of Charleston
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