Advisory Solutions Team

James C. Willis, CFA, Managing Director

Jim joined BB&T Asset Management in 2003 and Sterling Capital Management through merger in October 2010. He has investment experience since 1996. As Director of Advisory Solutions, he is responsible for investment manager search and selection and the oversight of Sterling's comprehensive open architecture platform solutions. Jim is a graduate of Rice University where he received his BA in Economics and Political Science. He received his MBA from Georgetown University. He is a CFA charterholder.


Jeffrey J. Schappe, CFA, Managing Director & Chief Market Strategist

Jeff joined BB&T Asset Management in 2004 and Sterling Capital Management through merger in October 2010. He has research and investment experience since 1991. As Chief Market Strategist, he is responsible for strategic and tactical asset allocation for Sterling's Advisory Solutions team.  Prior to joining BB&T, he served as CIO and portfolio manager at Citizens Advisers and as Director of Research and portfolio manager at Conseco Capital Management. Jeff is a graduate of the University of Wisconsin-Madison where he received his BA in Journalism and an MBA in Finance, Investments and Banking. He is a CFA charterholder.


Brandon W. Carl, CFA, Director

Brandon joined BB&T Asset Management in 2001 and Sterling Capital Management through merger in October 2010. He has investment experience since 2001. He is an investment analyst with Sterling's Advisory Solutions team with a focus on U.S. equity. He graduated from the BB&T Leadership Development Program and was an equity analyst for BB&T. Brandon is a graduate of the University of South Carolina where he received his BS in Finance and Management. He is a CFA charterholder.


Will G. Gholston, CFA, Director

Will joined BB&T Asset Management in 2003 and Sterling Capital Management through merger in October 2010. He has investment experience since 2000. He is Manager of Quantitative Analysis and focuses on Asset Allocation and Risk Management. Prior to joining BB&T, he worked as an Investment Performance Analyst at UNC Management Company and as an Investment Performance Associate at Cambridge Associates. Will is a graduate of the University of North Carolina at Chapel Hill where he received his BA in Economics. He is a CFA charterholder.


L. Joshua Wein, CAIA, Director

Josh joined BB&T Asset Management in 2008 and Sterling Capital Management through merger in October 2010. He has investment experience since 1995. He is an investment analyst with Sterling's Advisory Solutions team with a focus on alternative investments. Prior to joining BB&T, he worked as a Managing Member of Bellator Capital Partners, a long/short equity fund focused primarily on small and mid-cap equities. He also worked as an Equity Research Associate covering enterprise software companies at First Union Securities. Josh is a graduate of Emory University where he received his BBA in Finance. He received his MBA from Vanderbilt University. He is a CAIA charterholder.


Brian M. Baker, Director

Brian joined BB&T Asset Management in 2005 and Sterling Capital Management through merger in October 2010. He has investment experience since 1993. He is a Senior Equity Trader. Prior to joining BB&T, he worked at Goldman Sachs as a U.S. Shares Trader. He was also a Nasdaq market maker for Spear Leeds and Kellogg, specializing in the technology, biotechnology and consumer sectors. Brian is a graduate of Lehigh University where he received his BS in Finance.


Christopher Campbell, Director

Chris joined BB&T Asset Management in 2002 and Sterling Capital Management through merger in October 2010. He has investment experience since 2002. He is a senior securities trader, with a focus on equity trading for Sterling Capital Funds as well as institutional and individual accounts. He also worked as a credit underwriter while at BB&T. Chris is a graduate of the University of North Carolina-Asheville where he received his BA in Economics. He received his MBA from North Carolina State University with a concentration in financial management.


Shane A. Burke, Associate Director

Shane joined Sterling Capital Management in 2013.  He has investment experience since 2002.  He is an investment analyst with Sterling's Advisory Solutions team with a focus on fixed income.  Prior to joining Sterling, he worked as a senior analyst at New England Pension Consultants (NEPC) and as a portfolio accountant with State Street Corporation.  Shane is a graduate of the University of North Carolina at Wilmington where he received his BS in Finance.  He received his MBA from San Francisco-Golden Gate University.


L. Tanner Crawford, CFA, Associate Director

Tanner joined BB&T Asset Management in 2005 and Sterling Capital Management through merger in October 2010. He has investment experience since 1997. He is an investment analyst with Sterling's Advisory Solutions team with a focus on international equity products. Prior to joining BB&T, he worked for Trident Securities, a division of McDonald Investments. Prior to Trident, he was an investment broker with Morgan Keegan & Company. Tanner is a graduate of the University of North Carolina at Chapel Hill where he received his BS in Business Administration. He served on the CFA NC Society Board of Directors from 2007 – 2010. He is a CFA charterholder.


J. Travis Pollack, CFA, Associate Director

Travis joined BB&T Asset Management in 2005 and Sterling Capital Management through merger in October 2010. He has investment experience since 2001. He is an Investment Performance Analyst responsible for the calculation, analysis, and reporting of investment portfolio returns. Prior to joining BB&T, he worked for State Street Corporation as a Senior Mutual Fund Accountant. Travis is a graduate of the University of South Carolina where he received both his BS and MBA degrees. He is a CFA charterholder.