Compliance / Operations

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

Ken joined Sterling Capital Management in 2001 and has responsibility for compliance, human resources, operations, information technology, and financial reporting. He has investment experience since 2001. 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.


J. Jason Brown, Director

Jason joined Sterling Capital Management in 2007 as the firm's Controller. He has investment experience since 2007. 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 as an Operations Analyst and is currently Director of Operations. She has investment experience since 2002. 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 and is responsible for compliance.  She has investment experience since 2000.  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.


Paul Palermo, CPA, Director

Paul joined BB&T Asset Management in 1996 and Sterling Capital Management through merger in October 2010. He has investment experience since 1992. He is responsible for financial reporting, planning, human systems, administration and operations. He worked as Internal Reporting Manager prior to being named Chief Financial Officer and Operations Manager. Prior to joining BB&T, he worked for three years as an auditor with Arthur Andersen and at Kayser-Roth Corporation. Paul is a magna cum laude graduate of East Carolina University. He is licensed as a CPA in North Carolina.


Rebecca V. Patel, Director

Rebecca joined BB&T Asset Management in 2002 and Sterling Capital Management through merger in October 2010. She has investment compliance experience since 2000. She is a Compliance Officer. 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 June of 2007 as a member of the Operations team. He has investment experience since 2002. 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 as a Business Risk Analyst.  He has investment experience since 2014.  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. She 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 and is currently Associate Director of Operations.  Prior to joining Sterling, she worked for Portfolio Capital Management.  Prior to Portfolio Capital, she worked for over 15 years 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 as an operations analyst.  She has investment experience since 2003.  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 and is an Associate Director in Compliance.  She has investment experience since 1998.  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.