Jim Curtis
Portfolio Manager-Equities at Sterling Capital Management LLC
Profile
Mr. James L.
Curtis, CFA MBA, is an Executive Director & Portfolio Manager at Sterling Capital Management LLC.
He first worked at Sterling Capital Management from 1999 to 2001 and rejoined the firm in 2020.
He has investment experience since 1996 and serves as Co-Portfolio Manager of the Special Opportunities strategy.
Previously, he was the Co-Portfolio Manager for the SMID Opportunities strategy.
Prior to rejoining Sterling, Mr. Curtis was a Portfolio Manager & Senior Equity Analyst at Putnam Investments and was a Vice President at Tudor Investment Corporation.
Most recently, he founded, and serves as Managing Principal of, Staghorn Capital Management, acting as Portfolio Manager of a global long-short hedge fund.
He received his B.S.B.A.
in Finance from the University of North Carolina at Chapel Hill’s Kenan-Flagler Business School and his M.B.A.
in Finance from Emory University’s Goizueta Business School.
He holds the Chartered Financial Analyst designation.
Jim Curtis active positions
Companies | Position | Start |
---|---|---|
Sterling Capital Management LLC
Sterling Capital Management LLC Investment ManagersFinance Sterling Capital Management LLC (Sterling) is a SEC-registered investment advisor headquartered in Charlotte, North Carolina. The firm was founded by George de Garmo in 1970 and is an independently operated subsidiary of Truist Financial Corp. (NYSE: TFC). Sterling provides investment management services to a diverse group of clients ranging from retail to corporations and non-profits. | Portfolio Manager-Equities | 31/01/2020 |
Former positions of Jim Curtis
Companies | Position | End |
---|---|---|
Putnam Investment Management LLC
Putnam Investment Management LLC Investment ManagersFinance Putnam Investment Management LLC (PIM) is a SEC-registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1971 and is a subsidiary of Putnam US Holdings I LLC, ultimately held by Power Corp. of Canada (TSX: POW). PIM provides investment advice across all asset classes to individuals and institutions worldwide through separately managed accounts and pooled investment funds. | Analyst-Equity | 31/12/2002 |
Sterling Capital Management LLC
Sterling Capital Management LLC Investment ManagersFinance Sterling Capital Management LLC (Sterling) is a SEC-registered investment advisor headquartered in Charlotte, North Carolina. The firm was founded by George de Garmo in 1970 and is an independently operated subsidiary of Truist Financial Corp. (NYSE: TFC). Sterling provides investment management services to a diverse group of clients ranging from retail to corporations and non-profits. | Analyst-Equity | 31/12/2000 |
Training of Jim Curtis
Kenan-Flagler Business School | Undergraduate Degree |
Goizueta Business School-Emory | Masters Business Admin |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
Private companies | 2 |
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Sterling Capital Management LLC
Sterling Capital Management LLC Investment ManagersFinance Sterling Capital Management LLC (Sterling) is a SEC-registered investment advisor headquartered in Charlotte, North Carolina. The firm was founded by George de Garmo in 1970 and is an independently operated subsidiary of Truist Financial Corp. (NYSE: TFC). Sterling provides investment management services to a diverse group of clients ranging from retail to corporations and non-profits. | Finance |
Putnam Investment Management LLC
Putnam Investment Management LLC Investment ManagersFinance Putnam Investment Management LLC (PIM) is a SEC-registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1971 and is a subsidiary of Putnam US Holdings I LLC, ultimately held by Power Corp. of Canada (TSX: POW). PIM provides investment advice across all asset classes to individuals and institutions worldwide through separately managed accounts and pooled investment funds. | Finance |
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