Working With Us
Our Intermediary Distribution group connects advisors and their clients to the same institutional money management portfolios traditionally available to larger organizations, foundations, and endowments. As always, our investment philosophies strike a keen balance between measurable risk and expected return with the goal of strong risk-adjusted returns.
Michael D. Herndon
Executive Director
Head of Regional Consultants
mherondon@sterlingcapital.com(407) 399-0892
Edward S. Watson
Director
Sales Desk Manager
ewatson@sterlingcapital.com(704) 927-4158
Hunter G. Donaldson CAIA
Director
Regional Consultant- Midwest
hdonaldson@sterlingcapital.com(303) 656-7844
Alex R. Flordelis
Director
Regional Consultant - South/Southeast
aflordelis@sterlingcapital.com(704) 927-4134
William L. Palmer
Associate
Associate Relationship Strategist and Associate Regional Consultant - Southeast
wlpalmer@sterlingcapital.com(704) 954-1205
Margaret O'Leary
Director
Regional Consultant - East/Northeast
MOleary@sterlingcapital.com(203) 209-5378
Katelyn E. Whalen
Associate Director
Regional Consultant- East/Northeast
KWhalen@sterlingcapital.com(704) 371-3941
We provide access to our distinct investment teams with locations across the United States. Teams share common resources; each with its own process and philosophy.
Sterling Capital offers a robust line-up of equity and both taxable and tax-free fixed income separately managed account solutions and mutual funds.
Additional Materials
For additional materials please visit our marketing materials page below.