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Relationship Managers, Sales & Consultants

Reagan Shopp

Director
Senior Client Strategist

303.887.8468

Background

Reagan Shopp, CIMA®, AIF®, Director, joined Sterling Capital Management in 2022 and has been in the financial service industry since 1993. Reagan is a senior client strategist responsible for the Western region. Prior to joining Sterling, he distributed for Piedmont Capital and Rising Star Distributors. Reagan worked as the Complex Marketing Director for RBC Wealth Management in the Denver Complex, was the Senior Regional Vice President for Columbia Threadneedle Investments for 13 years and wholesaled the Rocky Mountain Region with INVESCO for ten years. Reagan received his B.S. in Business Administration from the University of Wyoming and holds the Certified Investment Management Analyst® and Accredited Investment Fiduciary® designations.

Area of Focus

  • Relationship Managers
  • Sales and Consulting 

Previous Experience

  • Piedmont Capital
  • Rising Star Distributors
  • RBC Wealth Development
  • Columbia Threadneedle Investments
  • INVESCO

Education

  • B.S. in Business Administration from the University of Wyoming

Affiliations & Professional Licenses

  • AIF
  • CIMA 
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