Mutual Fund Administration and Distribution

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.


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.


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).


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, CFP, 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.  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. 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.


Andrew M. Olig, Director

Andrew joined Sterling Capital Management in 2014. He has investment experience since 2000. He is a Regional Consultant covering the Pacific Northwest territory. Prior to joining Sterling, he was a Regional Vice President with RS Investments. He has also held senior sales roles with Putnam and The Hartford. Andrew is a graduate of Central College (IA) where he received his BS in Business Management.


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.  She 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.  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).


Steven B. Stofsky, Associate Director

Steve joined Sterling Capital Management in 2012.  He is an Associate Regional Consultant and has investment experience since 1998.  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 Director

Aaron joined Sterling Capital Management in 2012.  He is an Associate Regional Consultant and has investment experience since 2006.  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.


Erik M. Persson, Associate

Erik joined Sterling Capital Mangement in 2013.  He is an Associate Regional Consultant and has investment experience since 2012. 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.  He 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.