Stephen Freilich, CFA^®

Background

Stephen Freilich, CFA^®, Director, joined SunTrust Advisory Services in 2013 and SCM in 2020 as part of an integration following the merger of equals between SunTrust Banks and BB&T Corporation. Stephen has investment experience since 1996 and is a Fixed Income SMA Portfolio Manager. Prior to joining SunTrust, he spent 15 years in the public sector, including 10 years as treasurer of the South Florida Water Management District. Stephen received his B.S. in Finance with a concentration in Investment Analysis and Portfolio Management from George Mason University and his M.S. in Finance from Georgetown University’s McDonough School of Business. He holds the Chartered Financial Analyst^® designation.

Area of Focus

• Taxable Fixed Income

Previous Experience

• SunTrust Advisory Services
• South Florida Water Management District

Education

• B.S. George Mason University
• M.S. Georgetown University

Affiliations & Professional Licenses

• CFA Institute