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Client Service & Analytics

Tate Small

Associate Director
Intermediary Client Service Manager



Tate Small, Associate Director, joined Sterling Capital Management in 2018 and has investment experience since 2018. Tate attended Queens University of Charlotte where he received both his B.S. in Business Administration and his MBA. 

Area of Focus

  • Client service and analytics


  • B.S. in Business Administration and MBA from Queens University of Charlotte
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