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Sterling Capital Equity Income Fund Class A (BAEIX)
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27.18
-0.14
-0.51%
- モーニングスターの評価:
- 総資産: 452.41M
Sterling Capital Equity Income A
27.18
-0.14
-0.51%
BAEIX 概要
このページではSterling Capital Equity Income Fund Class Aの基本的な企業情報をご覧になれます。 BAEIX の主要な経営陣、総資産、投資戦略、連絡先情報など。
連絡先
住所
5th Floor,P.O. Box 9762
Providence,RI 02940-9762
United States
Providence,RI 02940-9762
United States
電話
800-228-1872
役員トップ
| 名前 | タイトル | 以来 | まで |
|---|---|---|---|
| Jeremy M. Lopez | Co-Portfolio Manager | 2022 | now |
| 伝記 | Jeremy M. Lopez, CFA®, Executive Director, joined Sterling Capital Management in 2016 and has investment experience since 1997. Jeremy is co-portfolio manager of the Equity Income strategy. Prior to joining Sterling, he worked as an equity research analyst at Herndon Capital Management and Wells Capital Management. Additionally, he was a senior equity research associate at William & Blair Company. Jeremy received his B.A. in Economics from Wheaton College and his M.B.A. from the University of Chicago's Booth School of Business. He holds the Chartered Financial Analyst® designation. | ||
| Charles (Chip) J. Wittmann | Partner | 2021 | now |
| 伝記 | Charles J. Wittmann, CFA®, Executive Director, joined Sterling Capital Management in 2014 and has investment experience since 1995. Chip is co-portfolio manager of the Equity Income strategy. 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 received his B.A. in Economics from Davidson College and his M.B.A. from Duke University's Fuqua School of Business. Chip earned the Certificate in ESG Investing, which is developed, administered and awarded by the CFA Society of the United Kingdom. He holds the Chartered Financial Analyst® designation. | ||
| Adam B. Bergman | Portfolio Manager | 2016 | 2022 |
| 伝記 | Adam B. Bergman, CFA (age 49) joined the Advisor in 2022 and currently serves as a Senior Vice President. Prior to joining the Advisor, Mr. Bergman was a Portfolio Manager and Executive Director at Sterling Capital Management, a Truist subsidiary, from 2007 until 2022 | ||
| George F. Shipp | senior Managing Director and portfolio manager, CIO | 2004 | 2021 |
| 伝記 | Mr. Shipp is a Senior Managing Director of Sterling Capital since January 2013. He was previously a Senior Managing Director of CHOICE Asset Management, a department of Scott & Stringfellow, LLC (“Scott & Stringfellow”) (a wholly owned subsidiary of BB&T Corporation) and Chief Investment Officer of the CHOICE portfolios, separate accounts sponsored by Scott & Stringfellow. Prior to joining Sterling Capital, Mr. Shipp was with Scott & Stringfellow since 1982. Mr. Shipp is a graduate of the University of Virginia where he received his B.A. in Biology. He received his M.B.A. from the Darden Graduate School of Business at the University of Virginia. He is a CFA charterholder. | ||
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