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Investment Specialists

Shawn Gallagher, CFA®

Executive Director
Portfolio Manager

610.940.5750

Background

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 the co-portfolio manager of the Mid Cap Relative Value and Real Estate products and associate portfolio manager of the Small Cap Value product. Prior to joining Stratton, 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

Education

  • B.S. Pennsylvania State University

Affiliations & Professional Licenses

  • CFA Institute
  • CFA Society Philadelphia
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