Jim Willis
Gestionnaire de Portefeuille-Actions chez Sterling Capital Management LLC
Profil
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.
Postes actifs de Jim Willis
| Sociétés | Poste | Début |
|---|---|---|
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. | Gestionnaire de Portefeuille-Actions | 30/09/2010 |
Anciens postes connus de Jim Willis
| Sociétés | Poste | Fin |
|---|---|---|
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 |
Formation de Jim Willis
| Georgetown University | Masters Business Admin |
| Rice University | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 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 |
