Equity Opportunities Team

George F. Shipp, CFA, Senior Managing Director

George joined the CHOICE Asset Management team of Scott & Stringfellow in 2000 and Sterling Capital Management as part of a business realignment in January 2013.  He has investment experience since 1982.  George founded what is now the Sterling Capital Equity Opportunities group in December 2000, after serving for 18 years as a sell-side equity analyst with the broker-dealer BB&T Scott & Stringfellow.  He serves as the lead portfolio manager for the Equity Income and Special Opportunities strategies and has since their inception.  George is a graduate of the University of Virginia where he received his BA in Biology.  He received his MBA from the Darden Graduate School of Business at the University of Virginia. He is a CFA charterholder.


Farley C. Shiner, CFA, Managing Director

Farley joined the CHOICE Asset Management team of Scott & Stringfellow in 2001 and Sterling Capital Management as part of a business realignment in January 2013.  He has investment experience since 1996.  Farley has responsibility for operations, marketing and client service for the Equity Opportunities Group.  Prior to joining the team, his experience includes serving as a sell-side research analyst.  He began his career in public accounting with the firm McGladrey & Pullen. Farley is a graduate of the College of William and Mary where he received his BBA in Accounting.  He is a CFA charterholder.


Adam B. Bergman, CFA, Executive Director

Adam joined the CHOICE Asset Management team of Scott & Stringfellow in 2007 and Sterling Capital Management as part of a business realignment in January 2013.  He has investment experience since 1996.  Adam serves as a portfolio manager and an equity analyst.  Prior to joining the team, he directed the investor relations efforts at Advance Auto Parts and Dollar Tree Stores.  Prior to working in investor relations, he served as a sell-side research analyst at Scott & Stringfellow.  Adam is a graduate of the University of Virginia's McIntire School of Commerce where he received his BS in Commerce.  He is a CFA charterholder.


Guy W. Ford, CFA, Executive Director

Chip joined the CHOICE Asset Management team of Scott & Stringfellow in 2010 and Sterling Capital Management as part of a business realignment in January 2013.  He has investment experience since 1982.  Chip serves as a portfolio manager and an equity analyst.  Prior to joining the team, his experience includes serving as Director of Research.  Prior to joining Scott & Stringfellow, he managed portfolios for high net worth individuals and small institutions for Pineno, Levin & Ford Asset Management.  Chip is a graduate of Duke University where he received his AB in Political Science.  He received his MBA from the University of North Carolina at Chapel Hill. He is a CFA charterholder.


Joshua L. Haggerty, CFA, Executive Director

Josh joined the CHOICE Asset Management team of Scott & Stringfellow in 2005 and Sterling Capital Management as part of a business realignment in January 2013.  He has investment experience since 1998.  Josh serves as a portfolio manager and an equity analyst.  Prior to joining the team, he worked for Vantage Consulting Group where his responsibilities included managing a long/short hedge fund.  Josh is a graduate of James Madison University where he received his BBA in Finance.  He is a CFA charterholder.


R. Griffith Jones, Executive Director

Griff joined the CHOICE Asset Management team of Scott & Stringfellow in 2000 and Sterling Capital Management as part of a business realignment in January 2013.  He has investment experience since 2000.  Griff has responsibility for client service, trading and operations.  Prior to the team, he worked as the general manager for United Winner Metals.  Griff is a graduate of the University of Richmond where he received his BA in Political Science.  He received his Masters in Finance from New York University.


Colin R. Ducharme, CFA, Director

Colin joined the CHOICE Asset Management team of Scott & Stringfellow in 2011 and Sterling Capital Management as part of a business realignment in January 2013.  He has investment experience since 2004.  Colin serves as a senior portfolio analyst.  Prior to joining the team, he worked as an equity analyst at Chase Investment.  Colin is a graduate of the University of Virginia where he received his BA in Physics.  He received his MBA and SM in Materials Science and Engineering from the Massachusetts Institute of Technology.  He is a CFA charterholder.


Monica P. Kidd, Director

Monica joined the CHOICE Asset Management team of Scott & Stringfellow in 2007 and Sterling Capital Management as part of a business realingment in January 2013.  She has investment experience since 2000.  Monica is responsible for client service, marketing and operations for the Equity Opportunities group.  Prior to joining the team, she had positions in institutional settlement and mutual fund marketing.   Monica is a graduate of the University of Richmond where she received her BLA in Interdisciplinary Studies and a minor in Business.


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Daniel A. Morrall, Director

Dan joined Sterling Capital Management in 2014.  He has investment experience since 2001.  Dan serves as a Senior Equity Analyst.  Prior to joining Sterling, he worked as an equity analyst for Harber Capital LLC and S Squared Technology LLC, technology-biased long/short funds.  Dan is a graduate of Washington & Lee University where he received his BS/BA in Business and Economics.  He received his MBA from Columbia Business School.


Michael S. Peasley, CFA, Director

Mike joined the CHOICE Asset Management team of Scott & Stringfellow in 2010 and Sterling Capital Management as part of a business realignment in January 2013.  He has investment experience since 1997.  Mike serves as a senior equity analyst.  Prior to joining the team, he worked as an equity analyst at Priority Capital Management.  Prior to Priority, he worked as a sell-side research analyst at Scott & Stringfellow.  Mike is a graduate of Virginia Commonwealth University where he received his BS in Biology.  He is a CFA charterholder.


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Charles J. Wittmann, CFA, Director

Chip joined Sterling Capital Management in 2014.  He has investment experience since 1995.  Chip is a Senior Analyst.  Prior to joining Sterling, he worked for Thompson Siegel & Walmsley as a portfolio manager and (generalist) analyst.  Prior to TS&W, he was a founding portfolio manager and analyst with Shockoe Capital, an equity long/short hedge fund.  Chip is a graduate of Davidson College where he received his BA in Economics.  He received his MBA from Duke University's Fuqua School of Business.  He is a CFA charterholder.


Rebecca A. Dorfman, Associate Director

Rebecca joined the CHOICE Asset Management team of Scott & Stringfellow in 2010 and Sterling Capital Management as part of a business realignment in January 2013.  She has investment experience since 2008.  Rebecca is responsible for client service, marketing and trading client accounts for all Equity Opportunities Group portfolios.  Prior to joining the team, she worked for an Institutional Sales team at Scott & Stringfellow.  Rebecca is a graduate of Virginia Commonwealth University where she received her BA in Interdisciplinary Studies and a minor in World Religions.


Timothy B. Reyes, Associate Director

Tim joined the CHOICE Asset Management team of Scott & Stringfellow in 2009 and Sterling Capital Management as part of a business realignment in January 2013.  He has investment experience since 2004.  Tim is responsible for trading client accounts for all Equity Opportunities Group portfolios as well as creating and maintaining reports for the portfolios.  Prior to joining the team, he worked at Wachovia Securities in the Prime Broker department and at Scott & Stringfellow in the Mutual Funds department.  Tim is a graduate of Virginia Tech where he received his BA in Economics.  He also holds an Accounting Certificate from Virginia Commonwealth University.