Mutual Fund Administration and Distribution

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.


James T. Gillespie, Executive Director

Jim joined BB&T Asset Management in 2005 and Sterling Capital Management through merger in October 2010. He has investment experience since 1991.  Jim is President of the Sterling Capital Funds and has responsibility for the administration and operation of the Funds. He also has responsibility for the accuracy of the Funds' financial statements and related regulatory filings. Prior to joining Sterling, he held management positions with firms in the financial services industry including JPMorgan and BISYS Group. Jim is a graduate of Franklin University where he received his BS in Finance and Business Management.


John W. McAuley, CIMA, Executive Director

John joined Sterling Capital Management in 2011.  He has investment experience since 1999.  John is responsible for the distribution of The Sterling Capital Funds. Prior to joining Sterling, he spent the majority of his career at Banc of America Capital Management and at William Blair & Company focused on mutual fund and separate account sales.  John is a graduate of North Carolina State University where he received his BS in Business Management.  He is a Certified Investment Management Analyst (CIMA).


Hunter G. Donaldson, CAIA, Director

Hunter joined Sterling Capital Management in 2014. He has investment experience since 2005. Hunter is a Regional Consultant covering the Four Corners territory. Prior to joining Sterling, he was with Oppenheimer Funds. He began his career as an advisor at Ameriprise Financial Services. Hunter is a graduate of the University of Colorado where he received his BS in Business Management with a minor in Mechanical Engineering. He is a Chartered Alternative Investment Analyst (CAIA).


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J. Michael Flowers, Director

Michael joined Sterling Capital Management in 2014.  He has investment experience since 2002.  Michael is a Regional Consultant covering the Southeast territory.  Prior to joining Sterling, he was a Partner with Caprin Asset Management.  He has also spent time with Columbia Management and Vanguard.  Michael is a graduate of University of North Carolina - Charlotte where he received his BS in Business Management.


R. Jakob Gombert, Director

Jake joined Sterling Capital Management in 2014. He has investment experience since 2001. Jake is a Regional Consultant covering the South Central territory. Prior to joining Sterling, he was with TS Capital. He has also held leadership positions with First American Funds and Jackson National. Jake is a graduate of Southwest Texas State University where he received his BS in Business Management. He is a Chartered Mutual Fund Counselor.


John M. Kunda, CFP, Director

John joined Sterling Capital Management in 2013.  He has investment experience since 1998.  John is a Regional Consultant covering the Northeast territory.  Prior to joining Sterling, he worked for SunLife Financial where he was responsible for driving sales within the Wirehouse channel in New England.  John is a graduate of Charter Oak State College where he received his BSBA.  He is a Certified Financial Planner.


Todd M. Miller, Director

Todd joined BB&T Asset Management in June 2005 and Sterling Capital Management through merger in October 2010. He has investment experience since 1993. Todd currently oversees the day-to-day operations and vendors for the Sterling Capital Funds.  Prior to joining BB&T, he spent 12 years with BISYS where he held a management position responsible for a mutual fund accounting team. He had direct responsibility for financial administration and fund accounting activities for various BISYS Fund Services clients. Todd is a graduate of Columbus State where he received his Accounting degree.


Leigh Anne Pulse, Director

Leigh Anne joined BB&T Asset Management in 2006 and Sterling Capital Management through merger in October 2010.  She has investment experience since 1992.  Leigh Anne manages the Sales Desk and is also responsible for the development of Key Account relationships with the firm.  Prior to joining BB&T, she worked as an Internal Wholesaler with BISYS.  Leigh Anne is a graduate of The Ohio State University where she received her BA in Journalism.


Thomas V. Reid, Director

Tom joined Sterling Capital Management in 2012.  He has investment experience since 2006.  Tom is a Regional Consultant covering the Florida territory.  Prior to joining Sterling, he was Advisor Consultant/Vice President of Distribution with Nuveen Investments/First American Funds.  Tom is a graduate of Villanova University where he received his BS in Economics.


Timothy A. Sargent, Director

Tim joined BB&T Asset Management in 2004 and Sterling Capital Management through merger in October 2010.  He has investment experience since 1997.  Tim is a Regional Consultant covering the Mid-Atlantic territory.  Prior to joining BB&T, he was a financial consultant for Merrill Lynch and a financial advisor for Morgan Stanley.  Tim is a graduate of Ohio Northern University where he received his BSBA in Accounting and Finance.


Steven B. Stofsky, Director

Steve joined Sterling Capital Management in 2012.  He has investment experience since 1998.  Steve is a Regional Consultant covering the Pacific Northwest territory.  Prior to joining Sterling, he worked in the investment industry with a career focus in sales including prior internal and external wholesaling roles.  Steve is a graduate of the University of Florida where he received his BS in Business Administration.


Regan M. Wall, Director

Regan joined Sterling Capital Management in 2014. He has investment experience since 2007. Regan is a Regional Consultant covering the Southern California territory. Prior to joining Sterling, he was a Regional Vice President with RS Investments. He has also held senior sales roles at The Hartford. Regan is a graduate of Florida State University where he received his BS in Business Management. He received his MBA from the University of New Orleans.


John Winthrop, CIMA, Director

John joined Sterling Capital Management in 2013.  He has investment experience since 2004.  John is a Regional Consultant covering the Great Lakes territory.  Prior to joining Sterling, he spent the majority of his career at Managers Investment Group and at William Blair & Company focused on mutual fund and separate account distribution at the regional level.  John is a graduate of The Farmer School of Business at Miami University (OH) where he received his BS in Marketing.  He is a Certified Investment Management Analyst (CIMA).


Erik M. Persson, Associate

Erik joined Sterling Capital Mangement in 2013.  He has investment experience since 2012.  Erik is an Internal Wholesaler.  While in school, he worked for the McDaniel Corporation as a Financial Advisor Intern.  Erik is a graduate of the University of South Carolina where he received his BS in Finance.


Edward S. Watson, Associate

Eddie joined Sterling Capital Management in 2008.  He has investment experience since 2005.  Eddie is an Associate Regional Consultant.  Prior to joining Sterling, he worked as a Product Specialist for Wachovia Securities.  Eddie is a graduate of Virginia Tech where he received his BS in Finance.