Behavioral Finance Team
Rob joined Sterling Capital Management in 2012 as co-head of the Behavioral Finance Equity group at the firm. He was one of the founding members of the U.S. based Large Cap, Mid Cap and Multi Cap Behavioral Finance strategies in 2003 at JPMorgan Investment Management. He was responsible for the initial research on and implementation of the strategies. His day-to-day duties included portfolio management as well as ongoing behavioral, quantitative and qualitative research. During his tenure the funds were listed multiple times in the Wall Street Journal as "Category Kings" for top ranked performance as well as were all top quintile performers relative to their peer group since inception. He helped grow an initial $4 million in seed capital to over $21 billion in assets under management. Rob joined JPMorgan in 1997. He left Investment Management in 2010 to return to the Private Bank to manage multi-asset class portfolios and subsequently head equities globally for the Private Bank's discretionary platform. He started his career at Legg Mason Wood Walker in Baltimore, Maryland in 1996. Rob is a graduate of Loyola University Maryland where he received his BBA in Finance. He is a CFA charterholder.
Bob joined Sterling Capital Management in 1996 and became a part of the Equity team in 2000. 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.
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.
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.