Small to Mid Cap Value Equity Team

Eduardo A. Brea, CFA, Managing Director & Board Member

Ed joined Sterling Capital Management in 1995.  He is the Manager of Sterling's Small/SMID Cap Value portfolios and Manager of Sterling's equity investment team. He has investment experience since 1989. Prior to joining Sterling, he worked for Wachovia Investment Management for five years. He served as a research analyst at Wachovia prior to co-managing their Biltmore Small Cap Special Value Fund. Ed is a graduate of the University of Florida where he received his BS in Finance. He received his MBA from University of South Florida. Ed was also a Director of Avatar Holdings from 2002 - 2009. He is a CFA charterholder.


Timothy P. Beyer, CFA, Managing Director

Tim joined Sterling Capital Management in 2004 and is the Manager of Sterling's Mid Cap Value portfolios. He has investment experience since 1989. Prior to joining Sterling, he served as Portfolio Manager of the AIM Midcap Basic Value Fund for AIM Investments. Prior to AIM, he worked at USAA managing the USAA Value Fund and USAA Balanced Fund. Before USAA he had a 12-year career at Banc of America Capital Management co-managing the Nations Value Fund and also served as Director of Asset Allocation. He served on the Council of Examiners for the CFA Institute for four years and a CFA grader for seven years. Tim is a graduate of East Carolina University where he received his BSBA in Finance. He is a CFA charterholder.


Robert W. Bridges, CFA, Executive Director

Bob joined Sterling Capital Management in 1996 and became a part of the Equity team in 2000.  He has investment experience since 1991.  He has over a decade of experience as a Senior Analyst supporting the firm's fundamentally driven portfolios.  In 2006, Bob embarked on a research project that led to the development of the firm's first behavioral finance investment strategy.  This process led to the creation of the Sterling Behavioral Finance Small Cap Value Diversified Alpha portfolio in 2008 and laid the groundwork for future expansion into other Behavioral Finance portfolios.  Bob continues his role as an analyst for the fundamental portfolios and also serves as co-head of the Behavioral Finance Equity group.  Prior to joining Sterling, he worked as a research analyst and investment committee member at Bridges Investment Counsel.  Bob is a graduate of Wake Forest University where he received his BS in Business.  He is a CFA charterholder.


Patrick W. Rau, CFA, Executive Director

Patrick joined Sterling Capital Management in 2001 and is Director of Research and Associate Portfolio Manager for Sterling's Mid Cap and Small Cap portfolios. He has investment experience since 1991. Prior to joining Sterling, he worked at Bank of America Capital Management for six years where he co-managed The Nations Convertible Securities Fund. He also worked on a three person team managing the Nations Small Company and Nations Mid Cap offerings. Patrick is a graduate of Duke University where he received his AB in Political Science. He received his MBA from Vanderbilt University. He is a CFA charterholder.


Rose L. Alexander, Director

Rose joined Sterling Capital Management in 1993 and is a Senior Equity Trader. She has investment experience since 1981. Prior to joining Sterling, she worked as an equity trader at Nationsbank Investment Management and with the portfolio management team at Mitchell Hutchins Investment Advisory. She was also previously employed with Prudential Bache Securities. Rose is a graduate of Rutgers University where she received her BA.


Lee D. Houser, CFA, Director

Lee joined Sterling Capital Management in 2006 as an Equity Analyst. He has investment experience since 1999. Prior to joining Sterling, he worked for ICM Asset Management as a Senior Research Analyst. Previous work experience includes analyst positions at Redchip Research, Raymond James Financial, Inc. and also as a software engineer with Bell Atlantic Corp. Lee is a summa cum laude graduate of James Madison University where he received his BS in Mathematics and Economics. He received his MBA from Duke University. He is a CFA charterholder.


Andrew N. Wessel, Director

Andrew joined Sterling Capital Management in 2012 as an Equity financial services analyst.  He has investment experience since 2001.  Prior to joining Sterling, he worked as a portfolio manager and analyst covering the financial sector with Eagle Asset Management.  Prior to Eagle, he worked as a sell side analyst with JP Morgan covering the specialty finance industry.  Andrew is a graduate of the University of Virginia where he received his BA in Commerce with concentration in Finance.


Kenneth L. Wilson, Director

Ken joined Sterling Capital Management in 2005 as an Operations Analyst. In 2006, he joined Sterling's Equity trading group. He has investment experience since 2000. Prior to joining Sterling, he worked for American Hebrew Academy and for J. Bush & Co., Inc. as the Director of Trading and Operations. Ken is a graduate of Colby College where he received his BS in Economics.