Portfolio Management

Team Managed

The Fund is managed by the Sterling Capital Advisory Solutions Team led by James C. Willis, CFA and Jeffrey J. Schappe, CFA & Chief Market Strategist.

Jim joined BB&T Asset Management in 2003 and Sterling Capital Management through merger in October 2010. He has investment experience since 1996. As Director of Advisory Solutions, he is responsible for investment manager search and selection and the oversight of Sterling's comprehensive open architecture platform solutions. Jim is a graduate of Rice University where he received his BA in Economics and Political Science. He received his MBA from Georgetown University. He is a CFA Charterholder.

Jeff joined BB&T Asset Management in 2004 and Sterling Capital Management through merger in October 2010. He has research and investment experience since 1991. As Chief Market Strategist, he is responsible for strategic and tactical asset allocation for Sterling's Advisory Solutions team. Prior to joining BB&T, he served as CIO and portfolio manager at Citizens Advisers and as Director of Research and portfolio manager at Conseco Capital Management. Jeff is a graduate of the University of Wisconsin-Madison where he received his BA in Journalism and an MBA in Finance, Investments and Banking. He is a CFA Charterholder.

The investment team supporting the Fund includes eight investment professionals with an average of more than 14 years industry experience.