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.
Margaret O'Leary, CIMA®
Director
Regional Consultant - East/Northeast
moleary@sterlingcapital.com (203) 209-5378
L. Ricki Green
Associate Director
Regional Consultant - East/Northeast
rgreen@sterlingcapital.com (704) 927-4197
Stacey S. Bryant
Associate Director
Internal Manager, Regional Consultant - West Coast
sbryant@sterlingcapital.com (704) 927-4139
J. Michael Flowers
Director
Regional Consultant - Southeast
mFlowers@sterlingcapital.com (704) 927-4137
Truist Relationship Strategists
James S. Atkins
Director
JAtkins@sterlingcapital.com
(619) 756-3221
William L. Palmer
Director
wlpalmer@sterlingcapital.com
(704) 927-4186
R. Aaron Myers, CIMA®, CRPC®
Director
amyers@sterlingcapital.com
(704) 371-3925
Daniel Calabretta
Associate Director
dcalabretta@sterlingcapital.com
(704) 371-3946
RIA/DCIO Strategists
Christopher R. Best
Executive Director
cbest@sterlingcapital.com
(704) 609-2807
National Accounts
Brian R. Martin, CFP®, CIMA®
Executive Director
brmartin@sterlingcapital.com
(704) 371-3923
Megan E. Jessee
Director
mjessee@sterlingcapital.com
(704) 927-4117
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.