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Sterling Capital Real Estate Fund Institutional (STMDX)
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- Classificação da Morningstar:
- Total de ativos: 66,16M
Sterling Capital Stratton Rl Estt Instl
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STMDX - Visão Geral
Nesta página, você encontrará um perfil aprofundado de Sterling Capital Real Estate Fund Institutional. Saiba mais sobre informações de gestão, ativos totais, estratégia de investimento e dados de contato de STMDX, entre outras informações.
Informações de Contato
Endereço
5th Floor,P.O. Box 9762
Providence,RI 02940-9762
United States
Providence,RI 02940-9762
United States
Telefone
800-228-1872
Principais Executivos
| Nome | Título | Desde | Até |
|---|---|---|---|
| Andrew T. DiZio | Vice President, manager | 2012 | Agora |
| Biografia | Andrew T. DiZio, CFA, is a Director of Sterling Capital. Mr. DiZio joined the Stratton Funds Team of Stratton Management Company in 2012 and Sterling Capital Management as part of a business acquisition in 2015. He has investment experience since 2003. Prior to joining Stratton Management Company, he was vice president at Janney Montgomery Scott where he served as a Real Estate Investment Trust sector analyst. Mr. DiZio is a graduate of Pennsylvania State University where he received his B.S. in Finance with a minor in Economics. He is a CFA charterholder and is a member of the CFA Society of Philadelphia and the CFA Institute. | ||
| Shawn M. Gallagher | Portfolio Manager, Vice President | 2012 | Agora |
| Biografia | Shawn M. Gallagher, CFA®, Director, joined the Stratton Funds team of Stratton Management Company in 2005 and Sterling Capital Management as part of a business acquisition in 2015. He has investment experience since 2003. Shawn is the lead Portfolio Manager of the Stratton Mid Cap Value product and Associate Portfolio Manager of the Stratton Small Cap Value and Stratton Real Estate products. Prior to joining Stratton, he served as an analyst in AT&T's Financial Leadership Program. Shawn received his B.S. in Finance from Pennsylvania State University. He is a CFA® charterholder and is a member of the CFA® Society of Philadelphia and the CFA® Institute. | ||
| John A. Affleck | Senior Vice President, Director | 2012 | 2015 |
| Biografia | John Affleck heads the large-cap value team at Sterling Advisors. John began his financial services career in 1968 with the Trust Department of Provident National Bank in Philadelphia, where he served as an assistant vice president and investment portfolio manager. In 1979, he joined Stratton Management Company, a predecessor firm of Sterling Advisors, where he served as president and chief executive officer of the company. John serves on numerous civic boards and is currently an Overseer at William Penn Charter School and a Trustee of Woodmere Art Museum and the Philadelphia Orchestra. He earned his bachelor's degree in pre-law from Lafayette College and his MBA from Temple University. | ||
| James A. Beers | Vice President | 2000 | 2012 |
| Biografia | Beers has served as vice president of Stratton Management from 1997 to the present. Previously he served as a client services representative for FPS Services. | ||
| James W. Stratton | Founder, Chairman, CEO | 1980 | 2006 |
| Biografia | Stratton founded Stratton Management Company in 1972 and currently serves as chairman and chief executive officer. Stratton serves as a director of the following: Amerigas Propane Ltd., BE&K Corp., Teleflex, Inc. and UGI Corp., Inc. Previously, Stratton served as president and chief executive officer with Drexel Firestone and chairman of the board of trustees of Thomas Jefferson University. Stratton is a member of the Association for Investment Management and Research. | ||
| John A. Affleck | Senior Vice President, Director | 1997 | 2000 |
| Biografia | John Affleck heads the large-cap value team at Sterling Advisors. John began his financial services career in 1968 with the Trust Department of Provident National Bank in Philadelphia, where he served as an assistant vice president and investment portfolio manager. In 1979, he joined Stratton Management Company, a predecessor firm of Sterling Advisors, where he served as president and chief executive officer of the company. John serves on numerous civic boards and is currently an Overseer at William Penn Charter School and a Trustee of Woodmere Art Museum and the Philadelphia Orchestra. He earned his bachelor's degree in pre-law from Lafayette College and his MBA from Temple University. | ||
| Gerard E. Heffernan | Senior Vice President, Director | 1980 | 1997 |
| Biografia | Previously, he spent three years as a corporate officer with Merrill Lynch and four years as a corporate officer with William D. Witter Inc. He also spent nine years as a vice president and partner with Drexel Corporation. Heffernan holds the Chartered Financial Analyst designation. | ||
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