Sterling Capital Real Estate Fund Institutional(STMDX)

美國基金

從投資組合中新增/移除新增至觀察名單

34.60 -0.25 -0.72%

01/07 - 延遲資料. USD 貨幣 ( 免責聲明 )

種類: 基金

市場: 美國

發行者: Sterling Capital Funds

資產類別: 股票

晨星評級:
總資產: 66.16M

STMDX綜觀

你可在本頁找到深入的Sterling Capital Real Estate Fund Institutional公司檔案，包括STMDX的主要管理層、總資產、投資策略及聯絡資料，以及各類其他資訊。

類別

Real Estate

總資產

66.16M

費用

0.87%

基金成立

29371

聯絡資訊

地址 5th Floor,P.O. Box 9762
Providence,RI 02940-9762
United States

電話 800-228-1872

網絡 www.sterlingcapitalfunds.com

主要管理層

名稱	主旨	成立於	直至
Andrew T. DiZio	Vice President, manager	2012	now
自傳	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	now
自傳	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
自傳	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
自傳	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
自傳	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
自傳	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
自傳	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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