Portfolio Management

Robert W. Bridges, CFA, Director

Mr. Bridges, CFA, joined Sterling Capital in 1996, and became a part of the Equity team in 2000. He serves as co-head of the Behavioral Finance Equity group and has over a decade of experience as a Senior Analyst supporting the firm's fundamentally driven portfolios. In 2006, Mr. Bridges embarked on a research project that led to the development of the firm's first behavioral finance investment strategy. This process led to the creation of the Sterling Behavioral Finance Small Cap Diversified Alpha portfolio in 2008 and laid the groundwork for future expansion into other Behavioral Finance portfolios. Mr. Bridges will continue his role as an analyst for the fundamental portfolios. Prior to joining Sterling, Mr. Bridges worked as a research analyst and investment committee member at Bridges Investment Counsel. Mr. Bridges received a B.S. in Business from Wake Forest University. He is a CFA charterholder.

Robert O. Weller, CFA, Director

Mr. Weller, CFA, joined Sterling Capital in 2012 and is co-head of the Behavior Finance Equity group at the firm. He joined JPMorgan in 1997 and was one of the founding members of the U.S. based Large Cap, Mid Cap and Multi Cap Behavioral Finance strategies in 2003 at JPMorgan Investment Management. Mr. Weller was responsible for the initial research and implementation of the strategies. His day-to-day duties included portfolio management as well as ongoing behavioral, quantitative and qualitative research. He left Investment Management in 2010 to return to JP Morgan's Private Bank to manage multi-asset class portfolios and subsequently head equities globally for the Private Bank's discretionary platform. He started his career at Legg Mason Wood Walker in Baltimore, Maryland in 1996. Mr. Weller received a B.B.A. in Finance from Loyola University Maryland. He is a CFA charterholder.