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Investment Specialists

Shawn Gallagher, CFA®

Executive Director
Portfolio Manager



Shawn M. Gallagher, CFA®, Executive Director, joined the Stratton Funds team of Stratton Management Company in 2005 and Sterling Capital Management as part of a business acquisition in 2015. He has investment experience since 2003. Shawn is co-portfolio manager of the Sterling Mid Cap Relative Value and Sterling Real Estate strategies and associate portfolio manager of the Sterling Small Cap Value strategy. Prior to joining Sterling, he served as an analyst in AT&T's Financial Leadership Program. Shawn received his B.S. in Finance from Pennsylvania State University. He holds the Chartered Financial Analyst® designation and is a member of the CFA® Society of Philadelphia and the CFA® Institute.

Area of Focus

  • Mid Cap Relative Value
  • Real Estate
  • Small Cap Value

Previous Experience

  • Stratton Management Company
  • AT&T Corporation


  • B.S. Pennsylvania State University

Affiliations & Professional Licenses

  • CFA Institute
  • CFA Society Philadelphia
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