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East/Northeast

Margaret O'Leary, CIMA®

Director
Regional Consultant - East/Northeast

203.209.5378

Background

Margaret O’Leary, CIMA®, Director, joined Sterling Capital Management in 2016 and has investment experience since 1993. Mimi is a regional consultant responsible 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®
  • FINRA Series 6, 7, 63 & 65 
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