Mutual Fund Administration and Distribution

Kenneth R. Cotner, CFA, Managing Director & Chief Operating 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 15 years at 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.


Andrew W. Tate, CFA, Managing Director

Andrew joined Sterling Capital Management in 2007. He is a member of the Investment Committee and serves as a fixed income strategist. Additionally, he has overall responsibility for the Business Development team. He has investment experience since 1998. Prior to joining Sterling, he worked for Banc of America Securities LLC as a Principal in the Short Term Fixed Income Group and Bank of America as a Client Manager. Andrew is a graduate of Washington & Lee University where he received his BS in Business. He is a CFA charterholder.


Anthony G. DeLucia, Executive Director

Tony joined BB&T Asset Management in 2003 and Sterling Capital Management through merger in October 2010.  He has investment experience since 1996.  He is responsible for distribution, marketing and implementation of our packaged products and services to our internal partners.  Prior to joining BB&T, he worked for BISYS Fund Services as an External Wholesaler and Internal Sales Manager.  Tony is a graduate of the University Massachusetts at Amherst where he received his BS in Science.


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. He 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. Previously, 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 and is focused on the distribution of our mutual funds at the national account level.  He is also responsible for distribution, marketing and implementation of our packaged products and services to our external partners.  He has investment experience since 1999.  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 distribution at both the regional and national accounts level.  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).


Jeffrey B. Anderson, Director

Jeff joined BB&T Asset Management in 2005 and Sterling Capital Management through merger in October 2010. He has investment experience since 1993. He is responsible for development and support of marketing related matters. Prior to joining BB&T, he was a marketing manager and director of shareholder communications with Evergreen Investments. Jeff is a graduate of Worcester State University where he received his BA.


Christopher R. Best, Director

Chris joined BB&T Asset Management in 2007 and Sterling Capital Management through merger in October 2010.  He has investment experience since 2006.  He is responsible for raising assets within the DCIO marketplace.  Prior to joining BB&T, he held an analyst position with Credit Suisse.  Chris is a graduate of North Carolina State University where he received his BA in Political Science.  He received his Masters of Trust and Wealth Management from Campbell University.


David W. Herron, Director

Dave joined BB&T Asset Management in 2004 and Sterling Capital Management through merger in October 2010.  He has investment experience since 2002.  He is a Regional Consultant covering the Southeast territory.  Prior to joining BB&T, he worked for HSBC Investor Funds.  Dave is a graduate of The Ohio State University where he received his BS in Management.


John M. Kunda, Director

John joined Sterling Capital Management in 2013.  He has investment experience since 1998.  He 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.


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. He 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.


Thomas V. Reid, Director

Tom joined Sterling Capital Management in 2012.  He has investment experience since 2006.  He 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.  He 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.


John Winthrop, CIMA, Director

John joined Sterling Capital Management in 2013.  He has investment experience since 2004.  He 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).


Leigh Anne Pulse, Associate 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.  She manages the Internal Wholesaling Team.  She also is 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.


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Molly E. Shields, Associate

Molly joined Sterling Capital Management in 2013.  She has investment experience since 2006.  She is an Internal Wholesaler.  Prior to joining Sterling, she served as an investment product marketing consultant for RBC Wealth Management, and provided front-line sales and marketing support while working at Wells Fargo in their Government/Institutional Banking and Brokerage Sales division.  In addition, she started her career as a Wholesale Leadership Program Associate with Wells Fargo Treasury Management.  Molly is a graduate of Marquette University where she received her BS in Business Administration. 


Steven B. Stofsky, Associate

Steve joined Sterling Capital Management in 2012.  He has investment experience since 1998.  He is an Internal Wholesaler.  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.


Aaron B. Thomas, Associate

Aaron joined Sterling Capital Management in 2012.  He is an Internal Wholesaler.  Prior to joining Sterling, he worked in the investment industry with a career focus in sales including prior internal and external wholesaling roles.  Aaron is a graduate of The University of North Carolina - Chapel Hill where he received his BA in Economics.