Portfolio Management

Mark M. Montgomery, CFA

Mark joined Sterling Capital Management in 1997 and has co-managed the Fund since 2012. He is head of Sterling's Fixed Income Portfolio Management. He has investment experience since 1990 and is a graduate of West Chester University where he received his BS in Marketing and a Minor in Public Administration and a MBA from Drexel University. He is a CFA Charterholder.

Richard T. LaCoff

Rick joined Sterling Capital Management in 2007 and has co-managed the Fund since 2012. He has investment experience since 1991 and is a graduate of Villanova University where he received his BS in Business Administration and a MS in Finance from Drexel University.

The investment team supporting the Fund includes 21 investment professionals with an average of more than 18 years experience.