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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.

Michael Herndon photo
Michael D. Herndon

Executive Director

Head of Regional Consultants

mherondon@sterlingcapital.com
(407) 399-0892
Edward Watson photo
West Midwest
Edward S. Watson

Director

Sales Desk Manager

ewatson@sterlingcapital.com
(704) 927-4158
Hunter Donaldson CAIA photo
Midwest
Hunter G. Donaldson CAIA

Director

Regional Consultant- Midwest

hdonaldson@sterlingcapital.com
(303) 656-7844
Alex Flordelis photo
South/Southeast
Alex R. Flordelis

Director

Regional Consultant - South/Southeast

aflordelis@sterlingcapital.com
(704) 927-4134
William Palmer photo
South/Southeast
William L. Palmer

Associate

Associate Relationship Strategist and Associate Regional Consultant - Southeast

wlpalmer@sterlingcapital.com
(704) 954-1205
Margaret O'Leary photo
East/Northeast
Margaret O'Leary

Director

Regional Consultant - East/Northeast

MOleary@sterlingcapital.com
(203) 209-5378
Katelyn Whalen photo
East/Northeast
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.

 


Viewpoints

Advisory Solutions Weekly Market Update

11.19.2018

Advisory Solutions Weekly Market Update
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Advisory Solutions Weekly Market Update

11.05.2018

Fixed Income Weekly Bond Market Review
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Advisory Solutions Weekly Market Update

11.12.2018

Equity Opportunities Weekly Market Recap
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Advisory Solutions Weekly Market Update

11.02.2018

The Lead
View PDF

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 BB&T 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 BB&T 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 BB&T Corporation, Branch Banking and Trust Company or any affiliate, are not guaranteed by Branch Banking and Trust Company 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.