Margaret O'Leary, CIMA^®

Background

Margaret O’Leary, CIMA^®, Director, joined Sterling Capital Management in 2016 and has investment experience since 1993. Mimi is a senior client strategist for the East/Northeast territory. Prior to joining Sterling, she was a managing director at Enspire Investments responsible for national coverage with a focus on New England. Prior to Enspire, she was a managing director at Cedar Capital. Mimi received her B.A. from Roanoke College, and her M.B.A. from the University of New Haven. She holds the Certified Investment Management Analyst^® designation.

Area of Focus

• Mutual Funds

Previous Experience

• Enspire Investments
• Cedar Capital

Education

• B.A. from Roanoke College
• M.B.A. from the University of New Haven

Affiliations & Professional Licenses

• Certified Investment Management Analyst^®