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Investment Specialists

Will Smith, CFA®

Executive Director
Fundamental Equity; Portfolio Manager

704.927.4147

Background

Will C. Smith, CFA®, Executive Director, joined Sterling Capital Management in 2015 and has investment experience since 2002. Will is a co-portfolio manager of Sterling’s Fundamental Equity Small Cap Value strategy and Fundamental Equity Mid Cap Value strategy. Prior to joining Sterling, he was an executive director with Goldman Sachs in London as the lead sell side analyst covering the global media and telecommunications sector. Prior to Goldman Sachs, he worked for Jefferies International as the lead sell side analyst covering the global media sector. Will received his B.E. in Structural Engineering from Vanderbilt University and his M.B.A. from the London Business School. He holds the Chartered Financial Analyst® designation.

Area of Focus

  • Fundamental Small Cap Value Equity
  • Fundamental Mid Cap Value Equity

Previous Experience

  • Goldman Sachs
  • Jeffries International
  • Capital Group

Education

  • B.E. Vanderbilt University
  • M.B.A London Business School

Affiliations & Professional Licenses

  • CFA Institute
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