Portfolio Management

William A. Henderson, Jr.
BlackRock Advisors, LLC (subadviser)

  • BS from Pennsylvania State University
  • MBA from Pennsylvania State University
  • Investment industry since 1988
  • Manager of the Sterling Capital National Tax-Free Money Market Fund Since 2011

Kelli Joyce
BlackRock Advisors, LLC (subadviser)

  • BS from Drexel University
  • Investment Industry since 2005
  • Manager of the Sterling Capital National Tax-Free Money Market Fund Since 2011

Each member of the team supporting the Sterling Capital National Tax-Free Money Market Fund has an average of more than 18 years of investment management experience. The team includes (in addition to Mr. Henderson and Ms. Joyce): Kevin A. Schiatta, Kristi Manidis and David Reed.

"Our philosophy has not changed since the inception of the firm. We believe the basis of successful investment performance lies in research and analysis of sectors and securities and careful portfolio construction, not interest rate speculation. We believe that market-timing strategies are volatile and can produce inconsistent results.

Our internal investment strategy and risk committees determine the relative value outlook for sectors and sub-sectors, which our Portfolio managers subsequently implement with respect to security selection, timing and execution, and in accordance with portfolio investment objectives and guidelines."