Behavioral Finance Team
Bob joined Sterling Capital Management in 1996. He has investment experience since 1991. Bob 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.
Rob joined Sterling Capital Management in 2012. He has investment experience since 1996. Rob is co-head of the Behavioral Finance Equity group. Prior to joining Sterling, 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. He helped grow an initial $4 million in seed capital to over $21 billion in assets under management. Rob joined JPMorgan in 1997. He started his career at Legg Mason Wood Walker in 1996. Rob is a graduate of Loyola University Maryland where he received his BBA in Finance. He is a CFA charterholder.
Brian joined BB&T Asset Management in 2005 and Sterling Capital Management through merger in October 2010. He has investment experience since 1993. Brian is a Senior Equity Trader. Prior to joining BB&T, he worked at Goldman Sachs as a U.S. Shares Trader. He was also a Nasdaq market maker for Spear Leeds and Kellogg, specializing in the technology, biotechnology and consumer sectors. Brian is a graduate of Lehigh University where he received his BS in Finance.
Chris joined BB&T Asset Management in 2002 and Sterling Capital Management through merger in October 2010. He has investment experience since 2002. Chris is a senior securities trader, with a focus on equity trading for Sterling Capital Funds as well as institutional and individual accounts. He also worked as a credit underwriter while at BB&T. Chris is a graduate of the University of North Carolina-Asheville where he received his BA in Economics. He received his MBA from North Carolina State University with a concentration in financial management.