Fixed Income Investment Team

Richard T. LaCoff, Managing Director & Board Member

Rick joined Sterling Capital Management in 2007.  He has investment experience since 1991.  Rick is a Senior Portfolio Manager and co-head of Sterling's Fixed Income team. Prior to joining Sterling, he worked for RiverSource Investments as a Senior Portfolio Manager overseeing more than $12 billion in tax-exempt assets. He developed domestic as well as international fixed income experience during his nine-year tenure with Payden & Rygel Investment Counsel. During that time he held a number of positions that included Global Bond Strategist, Head of Global Non-Dollar Investment Grade Credit Strategy, and Head of Municipal Bond Strategy and Trading. He held the former two positions while living in London where he established Payden & Rygel's overseas trading operation. Additionally, he worked at The Vanguard Group as a member of their fixed income portfolio management team. Rick is a magna cum laude graduate of Villanova University where he received his BS in Business Administration and holds an MS in Finance from Drexel University.


Mark M. Montgomery, CFA, Managing Director & Board Member

Mark joined Sterling Capital Management in 1997.  He has investment experience since 1990.  Mark is a Senior Portfolio Manager and co-head of Sterling's Fixed Income team.  Prior to joining Sterling, he held a number of positions at The Vanguard Group.  He began his fixed income career working on Vanguard's taxable index bond team and later joined the municipal group working with their long-term and high-yield portfolio management team.  Mark is a graduate of West Chester University where he received his BS in Marketing and a Minor in Public Administration. He received his MBA from Drexel University with a concentration in investment management. He is a CFA charterholder.


Neil T. Grant, CFA, Executive Director

Neil joined Sterling Capital Management in 2004.  He has investment experience since 1991.  Neil is a Senior Fixed Income Portfolio Manager.  Prior to joining Sterling, he worked at ING Investment Management as a Vice President on their structured finance team. Prior to ING, he worked at Bear Stearns & Company on their commitment desk supporting their mortgage conduit. Neil is a graduate of Syracuse University where he received his BS in Finance. He received his MBA from Emory University. He is a CFA charterholder.


Robert F. Millikan, CFA, Executive Director

Bob joined BB&T Asset Management in 2000 and Sterling Capital Management through merger in October 2010. He has investment experience since 1990. Bob is responsible for managing the state-specific municipal bond fund portfolios for the Sterling Capital Funds as well as for the tax-free funds' investment policy, research and management. Prior to joining BB&T, he worked 10 years for First Citizens Bank as Vice President and Fixed Income Portfolio Manager for both taxable and tax-exempt accounts. Bob is a graduate of Wake Forest University where he received his BA in Economics. He is a past President of the North Carolina Society of Financial Analysts and also a past Chairman of the Board of Directors for the Carolinas Municipal Advisory Council. He is currently serving on the CFA North Carolina Strategic Advisory Board. He is a CFA charterholder.


Kevin J. Stoll, CFA, Executive Director

Kevin joined Sterling Capital Management in 2013.  He has investment experience since 1998.  Kevin is Head of Quantitative Research and is responsible for developing quantitative analytics used in the investment and risk management process.  Prior to joining Sterling, he worked at Smith Breeden Associates where he held the position of Director of Quantitative Research and Analytics overseeing a five-person research team.  Prior to Smith Breeden, he was an analyst with Sterling Capital Management's Fixed Income team.  Kevin is a graduate of Northwestern University where he received his BA in Economics and Mathematical Methods in the Social Sciences.  He received his MBA from Duke University's Fuqua School of Business.  He is a CFA charterholder.


Michael Z. Sun, CFA, Executive Director

Michael joined Sterling Capital Management in 2009.  He has investment experience since 1998.  Michael is a Fixed Income Structured Products Portfolio Manager.  Prior to joining Sterling, he served as Vice President, Portfolio Manager / Senior Research Analyst for Evergreen Investments. Michael is a graduate of Bowling Green State University where he received his MA in Economics. He received his MS in Urban & Regional Study at Beijing University, and received his BS in Geography at Nanjing University. He is a CFA charterholder


Brent A. Barton, CFA, Director

Brent joined Sterling Capital Management in 2011.  He has investment experience since 1991.  Brent is a Senior Fixed Income Analyst.  Prior to joining Sterling, he worked for Wells Capital Management.  Previous work experience included seven years as a portfolio manager and senior analyst with First Colony Life Insurance Company and as a banking analyst with the Virginia State Corporation Commission.  Brent is a graduate of Randolph-Macon College where he received his BA degree in Business / Economics with a minor in English literature.  He received his MBA from the College of William & Mary.  He is a CFA charterholder.


Peter L. Brown, CFA, Director

Pete joined Sterling Capital Management in 2004.  He has investment experience since 2000.  Pete is a Fixed Income Portfolio Manager and heads Sterling's Corporate Credit team. Prior to joining Sterling, he held financial analyst positions at National Institutes of Health and First Union National Bank/First Union Securities. Pete is a graduate of Cornell University where he received his BS in Statistics with minors in Business Management, and Marketing and Communications. He received his MBA from Wake Forest University. He is a CFA charterholder.


Howard E. Buznitsky, CFA, Director

Howard joined Sterling Capital Management in 2006.  He has investment experience since 1993. Howard is a Senior Fixed Income Analyst with a focus on credit research. Prior to joining Sterling, he worked for BNY Capital Markets as a High Yield/Distressed Debt Analyst. Previous work experience includes analyst positions at Bank of New York and Prudential Asset Management Company. Howard is a magna cum laude graduate of Lehigh University where he received his BS in Financial Management. He received his MBA from MIT Sloan School of Management. He is a CFA charterholder.


Joseph H. Ely, Jr., CFA, Director

Joe joined Sterling Capital Management in 2009.  He has investment experience since 1993.  Joe is a Senior Fixed Income Analyst. Prior to joining Sterling, he worked for Evergreen Investment Management Company. Prior to Evergreen, he served as Assistant Vice President and Senior Product Analyst for Wachovia Bank. Joe is a graduate of University of North Carolina at Chapel Hill where he received his BA in Economics. He received his MBA from Appalachian State University. He is a CFA charterholder.


Brad D. Eppard, CFA, Director

Brad joined BB&T Asset Management in 2003 and Sterling Capital Management through merger in October 2010. He has investment experience since 1985. Brad is the Portfolio Manager for the Sterling Intermediate U.S. Government Fund. Prior to joining BB&T, he was a Fixed Income Strategist for Legg Mason Wood Walker and Director and Senior Vice President with Boatmen's Capital Management. Brad is a graduate of Radford University where he received his BS in Business Administration/Accounting. He is a CFA charterholder.


Kevin E. McNair, CFA, Director

Kevin joined BB&T Asset Management in 1994 and Sterling Capital Management through merger in October 2010. He has investment experience since 1994. Kevin is the Portfolio Manager for a number of Sterling's short term mandates. Kevin is a graduate of the University of North Carolina at Chapel Hill where he received his BA in Economics. He received his MA in Economics from North Carolina State University. He is a CFA charterholder.


Michael P. McVicker, Director

Mike joined Sterling Capital Management in 1992.  He has investment experience since 1992.  Mike is a Fixed Income Analyst. He is a senior municipal credit analyst with additional responsibilities for credits that crossover into the taxable market.  Prior to joining the Fixed Income Team, he was the Director of Operations for Sterling Capital managing the client reporting and performance team.  Mike is a graduate of the University of North Carolina-Charlotte where he received his BSBA in Finance with a minor in Psychology.


Byron G. Mims, CFA, Director

Byron joined Sterling Capital Management in 2012.  He has investment experience since 2006.  Byron is a Fixed Income Analyst.  Prior to joining Sterling, he worked for Smith Breeden Associates as a Vice President on the asset-backed securities team and was primarily responsible for non-agency mortgage-backed securities and also consumer asset-backed securities.  Byron is a summa cum laude graduate of North Carolina State University where he received his BS in Economics with a concentration in Finance.  He is a CFA charterholder.


Justin B. Nicholson, Director

Justin joined BB&T Asset Management in 2002 and Sterling Capital Management through merger in October 2010. He has investment experience since 2002. Justin is a senior securities trader. Justin is a graduate of North Carolina State University where he received his BS in Business Management.


Jeffrey D. Ormsby, CFA, Director

Jeff joined Sterling Capital Management in 2011.  He has investment experience since 2006. Jeff is a Fixed Income Analyst in the mortgage and structured product area for Sterling's fixed income team.  Prior to joining Sterling, he worked for Smith Breeden Associates as a CMBS trader and portfolio management analyst within their investments group.  Jeff is a summa cum laude graduate of North Carolina State University where he received his BS in Economics and was recognized as Valedictorian.  He received his MBA from UNC's Kenan-Flager Business School, where he was the Norman Block Valedictorian Award recipient.  He is a CFA charterholder.


Richard M. Reid, Director

Richard joined Sterling Capital Management in 2011.  He has investment experience since 1985.  Richard is a Fixed Income Municipal Portfolio Manager.  He has traded municipal bonds with an emphasis on intermediate high grades, underwritten and managed syndicates, and sold to institutional clients focused on both high grade and high yield tax free securities.  Prior to joining Sterling, he was a Senior Vice President for BC Ziegler and a Principal at Bank of America Securities.  Richard is a cum laude graduate of Harvard University where he received his BA in Economics.  He received his MBA from Wake Forest University.


M. Dow Taylor, Jr., CFA, Director

Dow joined BB&T Asset Management in 2003 and Sterling Capital Management through merger in October 2010. He has investment experience since 2000. Dow is a Fixed Income Portfolio Manager.  Prior to joining BB&T, he worked for BB&T Wealth Management as Financial Planning Specialist. Dow is a graduate of the North Carolina State University where he received his BS in Business/Finance. He is a CFA charterholder.


Gregory M. Zage, CFA, Director

Gregory joined Sterling Capital Management in 2007.  He has investment experience since 2007. Gregory is currently responsible for high grade corporate credit trading.  He also manages short duration taxable portfolios.  Gregory is a graduate of Davidson College where he received his BA in Economics and minor in Spanish.  He is a CFA charterholder.


Carrie R. Breswitz, Associate Director

Carrie joined BB&T Asset Management in 2000 and Sterling Capital Management through merger in October 2010. She has investment experience since 2000. Carrie's  primary responsibilities include trading tax exempt securities as well as structuring and managing separately managed accounts for our Wealth Management Group.  Carrie is a graduate of North Carolina State University where she received her BS in Business Management. She received her MBA from Campbell University.


David T. Johnson, CFA, Associate Director

David joined BB&T Asset Management in 2004 and Sterling Capital Management through merger in October 2010. He has investment experience since 1998. David is a fixed income analyst. Prior to joining BB&T, he worked for Evergreen Investment Management Company. David is a graduate of Appalachian State University where he received his BSBA in Marketing and Management. He received his MBA from East Carolina University. He is a CFA charterholder.