Shawn Michael Gallagher
Gestionnaire de Portefeuille-Actions chez Sterling Capital Management LLC
Profil
Mr. Shawn M.
Gallagher, CFA, is an Executive Director & Portfolio Manager at Sterling Capital Management LLC.
He joined the Stratton Funds team of Stratton Management Company in 2005 and Sterling Capital Management as part of a business acquisition in 2015.
Prior to joining Stratton, Mr. Gallagher served as an Analyst in AT&T's Financial Leadership Program.
He has investment experience since 2003.
He received his B.S.
in Finance from Pennsylvania State University.
He holds the Chartered Financial Analyst designation and is a member of the CFA Society of Philadelphia and the CFA Institute.
Postes actifs de Shawn Michael Gallagher
| Sociétés | Poste | Début |
|---|---|---|
Sterling Capital Management LLC
 Sterling Capital Management LLC Investment ManagersFinance Sterling Capital Management LLC (SCM) is a SEC-registered investment advisor headquartered in Charlotte, North Carolina. The firm was founded by George de Garmo in 1970. They were acquired in 2024 by Guardian Capital LLC, which is ultimately owned by Guardian Capital Group Ltd. (TSX: GCG) in Canada. SCM manages customized investment portfolios, provides asset allocation analysis, and offers other investment-related services to affluent individuals and businesses. | Gestionnaire de Portefeuille-Actions | 01/01/2015 |
Anciens postes connus de Shawn Michael Gallagher
| Sociétés | Poste | Fin |
|---|---|---|
| AT&T INC. | Corporate Officer/Principal | 31/05/2005 |
Stratton Management Co.
 Stratton Management Co. Investment ManagersFinance Founded in 1972, Stratton Management Co. is a registered investment advisor located in King of Prussia, Pennsylvania. The firm is a subsidiary of BB&T Corp. (NYSE: BBT). Stratton's clients include high net-worth individuals and families. They also manage money for institutional clients such as endowment funds, foundations and corporate pension and profit sharing plans. In addition, Stratton Management Co. is the investment advisor to the Stratton Mutual Funds and to various wrap account programs.^ | Gestionnaire de Portefeuille-Actions | - |
Formation de Shawn Michael Gallagher
| The Pennsylvania State University | Undergraduate Degree |
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
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Sociétés liées
| Sociétés cotées | 1 |
|---|---|
| AT&T INC. | Communications |
| Entreprise privées | 2 |
|---|---|
Stratton Management Co.
Stratton Management Co. Investment ManagersFinance Founded in 1972, Stratton Management Co. is a registered investment advisor located in King of Prussia, Pennsylvania. The firm is a subsidiary of BB&T Corp. (NYSE: BBT). Stratton's clients include high net-worth individuals and families. They also manage money for institutional clients such as endowment funds, foundations and corporate pension and profit sharing plans. In addition, Stratton Management Co. is the investment advisor to the Stratton Mutual Funds and to various wrap account programs.^ | Finance |
Sterling Capital Management LLC
Sterling Capital Management LLC Investment ManagersFinance Sterling Capital Management LLC (SCM) is a SEC-registered investment advisor headquartered in Charlotte, North Carolina. The firm was founded by George de Garmo in 1970. They were acquired in 2024 by Guardian Capital LLC, which is ultimately owned by Guardian Capital Group Ltd. (TSX: GCG) in Canada. SCM manages customized investment portfolios, provides asset allocation analysis, and offers other investment-related services to affluent individuals and businesses. | Finance |
