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Financial Advisors: Overview

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 photo

Margaret O'Leary


Regional Consultant - East/Northeast (203) 209-5378
L. Green photo

L. Ricki Green

Associate Director

Regional Consultant - East/Northeast (704) 927-4197
Hunter Donaldson CAIA photo

Hunter G. Donaldson CAIA


Regional Consultant- Midwest (303) 656-7844
Edward Watson photo

Edward S. Watson


Sales Desk Manager (704) 927-4158
James Atkins photo

James S. Atkins


Regional Consultant- West (619) 756-3221
Stacey Bryant photo

Stacey S. Bryant

Associate Director

Regional Consultant - West Coast (704) 927-4139

Truist Relationship Strategists

R. Aaron Myers
(704) 371-3925

William L. Palmer
(704) 927-4186

RIA/DCIO Strategists

Christopher R. Best
Executive Director
(704) 609-2807

Fixed Income SMA Platform Manager

J. Michael Flowers
(704) 927-4137

National Accounts

Brian R. Martin
Executive Director
(704) 371-3923

Megan E. Jessee
(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.



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Advisory Solutions Weekly Market Update
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Fixed Income Weekly Bond Market Review Thumbnail Preview


Fixed Income Weekly Bond Market Review
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Equity Opportunities Weekly Market Recap Thumbnail Preview


Equity Opportunities Weekly Market Recap
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The Lead
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Additional Materials

For additional materials please visit our marketing materials page below.

Marketing Materials

Any information or opinions contained on this Website are those of Sterling Capital Management LLC, and not of Truist Financial Corporation or its executives. They are for general information only and are not meant to be predictions or an offer of individual or personalized investment advice. They are not intended as an offer or solicitation with respect to the purchase or sale of any security. This information and these opinions are subject to change without notice. Any type of investing involves risk and there are no guarantees. Sterling Capital Management LLC does not assume liability for any loss which may result from the reliance by any person upon such information or opinions.

Investment advisory services are available through Sterling Capital Management LLC, a separate subsidiary of Truist Financial Corporation. Sterling Capital Management LLC manages customized investment portfolios, provides asset allocation analysis and offers other investment-related services to affluent individuals and businesses. Securities and other investments held in investment management or investment advisory accounts at Sterling Capital Management LLC are not deposits or other obligations of Truist Financial Corporation, Truist Bank or any affiliate, are not guaranteed by Truist Bank or any other bank, are not insured by the FDIC or any other federal government agency, and are subject to investment risk, including possible loss of principal invested.