Jim Willis

Gestore di Portafoglio-Azioni presso Sterling Capital Management LLC

Finance

Consumer Services

Profilo

Mr. James C.
Willis, CFA MBA, is a Managing Director & Head of Advisory Solutions at Sterling Capital Management LLC.
He joined BB&T Asset Management in 2003 and Sterling Capital Management through merger in 2010.
He has investment experience since 1996.
As director of Advisory Solutions, he is responsible for investment manager search and selection and the oversight of firm's comprehensive open architecture platform.
He received his B.A.
in Economics and Political Science from Rice University and his M.B.A.
from Georgetown University.
He is a CFA charter holder.

Posizioni attive di Jim Willis

Società	Posizione	Inizio
Sterling Capital Management LLC Sterling Capital Management LLC Investment ManagersFinance Sterling Capital Management LLC (Sterling) is a SEC-registered investment advisor headquartered in Charlotte, North Carolina. The firm was founded by George de Garmo in 1970 and is an independently operated subsidiary of Truist Financial Corp. (NYSE: TFC). Sterling provides investment management services to a diverse group of clients ranging from retail to corporations and non-profits.	Gestore di Portafoglio-Azioni	30/09/2010

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Precedenti posizioni note di Jim Willis

Società	Posizione	Fine
BB&T Asset Management, Inc. BB&T Asset Management, Inc. Investment ManagersFinance Founded in 2000, BB&T Asset Management, Inc. is a registered investment advisor headquartered n Raleigh, North Carolina. The firm is a wholly owned subsidiary of BB&T Corporation (NYSE: BBT). BB&T Asset Management's clients include corporations, institutions, endowments, foundations, employee benefit and retirement plans, governmental entities, wealthy families and individuals. The firm manages separate client-focused equity, fixed-income and balanced portfolios. They also manage a variety of mutual funds.	Corporate Officer/Principal	30/09/2010

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Formazione di Jim Willis

Georgetown University	Masters Business Admin
Rice University	Undergraduate Degree

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Aziende private

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Società collegate

Aziende private	2
BB&T Asset Management, Inc. BB&T Asset Management, Inc. Investment ManagersFinance Founded in 2000, BB&T Asset Management, Inc. is a registered investment advisor headquartered n Raleigh, North Carolina. The firm is a wholly owned subsidiary of BB&T Corporation (NYSE: BBT). BB&T Asset Management's clients include corporations, institutions, endowments, foundations, employee benefit and retirement plans, governmental entities, wealthy families and individuals. The firm manages separate client-focused equity, fixed-income and balanced portfolios. They also manage a variety of mutual funds.	Finance
Sterling Capital Management LLC Sterling Capital Management LLC Investment ManagersFinance Sterling Capital Management LLC (Sterling) is a SEC-registered investment advisor headquartered in Charlotte, North Carolina. The firm was founded by George de Garmo in 1970 and is an independently operated subsidiary of Truist Financial Corp. (NYSE: TFC). Sterling provides investment management services to a diverse group of clients ranging from retail to corporations and non-profits.	Finance