Compliance / Operations

Kenneth R. Cotner, CFA, Managing Director & Chief Operations Officer

Ken joined Sterling Capital Management in 2001.  He has investment experience since 2001.  Ken has responsibility for human resources, operations, information technology, and financial reporting. He is Treasurer of the Sterling Capital Funds and has responsibility for the administration and operation of the Funds. Prior to joining Sterling, he worked for Bovis Lend Lease, a global construction services firm. Ken is a graduate of Indiana University where he received his BA in Economics with a minor in Mathematics. He received his MBA with distinction from Northwestern University. He is a CFA charterholder.


Scott A. Haenni, Executive Director & Chief Administrative Officer

Scott joined Sterling Capital Management in 2014.  He serves as Chief Administrative Officer to support the leadership and management of Sterling's operations, human resources, information technologies, financial reporting, and facilities.  Prior to joining Sterling, he worked at AmerisourceBergen Consulting Services as Vice President and General Counsel to lead and manage legal, compliance, ethics, and operational issues.  Prior to AmerisourceBergen, he was an attorney at Kennedy Covington (now K&L Gates).  Scott is a summa cum laude graduate of the Univerity of North Carolina at Chapel Hill where he received his BS in Business Administration with a minor in History.  He received his JD and MBA from Georgetown University.


Brian M. Moran, Executive Director & Chief Compliance Officer

Brian joined Sterling Capital Management in 2014.  He has investment experience since 1983. Brian is Chief Compliance Officer.  He brings over 30 years of experience the vast majority of which has been in regulatory and compliance related functions.  Prior to joining Sterling, he worked with TIAA-CREF where he was Chief Compliance Officer and Director for the Institutional Client Services Organization.  Selected prior experience includes Wachovia, Northwestern Mutual, and the Securities and Exchange Commission.  Brian is a graduate of Fordham University where he received his BS in Public Accounting.  He is a graduate of the FINRA Institute-Wharton Certificate Program. 


J. Jason Brown, Director

Jason joined Sterling Capital Management in 2007.  He has investment experience since 2007.  Jason is Sterling's Controller.  Prior to joining Sterling, he worked for Cadmus Communications in the same capacity. Previously, he worked for Atlantic Envelope Company as an Accounting Manager and at Unifi Technology Group as a Financial Analyst/Staff Accountant. Jason is a graduate of Clarion University of Pennsylvania where he received his BS in Business Administration.


Catherine M. Casemyr, Director

Catherine joined Sterling Capital Management in 2006.  She has investment experience since 2002.  Catherine is an Operations Analyst and is currently Director of Operations.  Prior to joining Sterling, she worked for Wellesley Investment Advisors as a Client Services Manager. Catherine is a magna cum laude graduate from Boston College where she received her BS in Finance with a minor in Corporate Social Responsibility.


Shital Desai, Director

Shital joined Sterling Capital Management in 2012.  She has investment experience since 2000.  Shital is a Director in Compliance.  Prior to joining Sterling, she served as Compliance Analyst for Ally Bank.  Her background also includes positions as Senior Risk and Compliance Analyst for Wachovia Corporation and Senior Compliance Officer with Banc of America Securities LLC.  Shital is a graduate of the University of North Carolina at Chapel Hill where she received her BS in Business Administration.  She received her MBA from the McColl School of Business at Queens University.


Rebecca V. Patel, Director

Rebecca joined BB&T Asset Management in 2002 and Sterling Capital Management through merger in October 2010. She has investment experience since 2000. Rebecca is a Director in Compliance.  Prior to joining BB&T, she worked as a Compliance Officer for CSFBdirect. Rebecca is a graduate of the University of South Carolina-Aiken where she received her BA.


Thomas M. Richardson, Director

Tom joined Sterling Capital Management in 2007.  He has investment experience since 2002.  Tom is the head of Sterling's systems and applications.  His team is responsible for application maintenance, systems integration, application customization and data integrity.  He is also responsible for all aspects of technology throughout the firm.  Prior to joining Sterling, he worked for Evergreen Investments where he worked as a Research Analyst. Prior to Evergreen, he spent four years at Investors Bank and Trust as an Account Supervisor. Tom is a graduate of Assumption College where he received his BS in Computer Science.


R. Tad Sheets, Director

Tad joined Sterling Capital Management in 2014.  He has investment experience since 2014.  Tad is a Business Risk Analyst. Prior to joining Sterling, he worked in the construction industry as a finance executive.  Tad is a graduate of Eastern Nazarene College where he received his BA in Business Administration.  He received his JD from New England School of Law.


Pam Sorento, Director

Pam joined BB&T Asset Management in 1997 and Sterling Capital Management through merger in October 2010. She has investment experience since 1997. Pam is a Business Manager. Prior to joining BB&T, she worked as manager of the AAA Travel Agency. Pam is a graduate of Clemson University where she received her BS. She received her MBA from Meredith College.


Christine M. Krause, Associate Director

Christine joined Sterling Capital Management in 2007.  She has investment experience since 1981.  Christine is an Associate Director of Operations.  Prior to joining Sterling, she worked for Portfolio Capital Management.  Prior to Portfolio Capital, she worked in the financial industry holding various positions including Private Client Officer for Fleet Bank.


Jessica L. Meilike, Associate Director

Jessica joined Sterling Capital Management in 2008.  She has investment experience since 2003.  Jessica is an operations analyst. Prior to joining Sterling, she worked for Sovereign Advisors as a Senior Operations Analyst.  Prior to Sovereign, she worked for The Bank of New York as a Senior Custody Services Associate.  Jessica is a graduate of the University of Central Florida where she received her BS in Business Management.


Jodi M. Stern, Associate Director

Jodi joined Sterling Capital Management in 2011.  She has investment experience since 1998. Jodi is an Associate Director in Compliance.  Prior to joining Sterling, she served as a Legal and Compliance Analyst for Merrill Lynch Investment Managers, and a Mortgage Regulatory Compliance Analyst for Quest Advisors.  Jodi is a graduate of Monmouth College where she received her BS in Business Administration.  She received her Paralegal Degree - Securities and Finance from NYU School of Continuing Education.