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Daniel Hurtado
Associate Director - Senior Institutional Client Service Analyst at Sterling Capital Management LLC
About
Daniel Hurtado, CFA, is Associate Director and Senior Institutional Client Service Analyst at Sterling Capital Management LLC in Charlotte, NC. In his current role, Daniel provides specialized client service and analytics support to Sterling’s middle market institutional clients, focusing on corporate and governmental pension plans. His work includes facilitating portfolio reporting, analysis, and communications tailored to institutional needs across the firm's investment products.
Daniel's investment focus centers around fixed income and pension assets, serving clients that require tailored strategies within these segments. His expertise spans corporate pension funds, public sector retirement plans, and associated fixed income and derivative instruments, drawing on previous operational experience in collateral management and portfolio reconciliation for hedge funds at Bank of New York Mellon.
Daniel holds a B.B.A. in Finance and Economics from Stetson University and earned the Chartered Financial Analyst (CFA) designation. Recognized for his analytical capabilities and commitment to core client service functions, he has contributed to advancing Sterling’s institutional client platform and is regarded for his knowledge of fixed income portfolio structures and pension investment solutions.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Sterling Capital Management LLC | Associate Director - Senior Institutional Client Service Analyst | Apr 2024 to Present | — |
| Sterling Capital Management LLC | Associate - Institutional Client Service Analyst | Oct 2021 to Apr 2024 | — |
| Sterling Capital Management LLC | Associate - Middle Market Client Service Analyst | Oct 2020 to Sep 2021 | — |
| Sterling Capital Management LLC | Junior Associate | Mar 2020 to Sep 2020 | — |
| BNY Mellon | Derivative Operations Analyst - Collateral Management | Sep 2019 to Feb 2020 | — |
| BNY Mellon | Derivative Operations Analyst - Portfolio Reconciliation | Mar 2019 to Sep 2019 | — |
| VEREIT, Inc. | Asset Management Intern | Jun 2017 to Jun 2018 | — |
| Roland George Investments Program | Fixed Income Research and Student Trustee | Jun 2017 to Dec 2017 | — |
| Roland George Investments Program | Equity Research and Student PM | Jan 2017 to Jun 2017 | — |
| Phi Sigma Kappa Fraternity- Kappa Hexaton Chapter | Treasurer | Dec 2015 to Dec 2016 | — |
| Northwestern Mutual | College Financial Representative | Apr 2016 to Oct 2016 | — |
| Universal Studios Florida | Revenue Accounting Intern | Jun 2013 to Aug 2014 | — |
Education
Stetson University
Bachelor of Business Administration - BBA, Family and Consumer Economics and Related Studies
2014 — 2018
William R. Boone High school
High School, Academy of Finance Honors Magnet Program
2010 — 2014
Others at Sterling Capital Management LLC (27)
| Name | Role | Location |
|---|---|---|
| Director, Portfolio Manager | Charlotte, NC , United States | |
| Executive Director and Portfolio Manager | Virginia Beach, VA , United States | |
| Portfolio Manager and Executive Director | Virginia Beach, VA , United States | |
| Executive Director, Portfolio Manager | Charlotte, NC , United States | |
J Jeremy Paul Lopez | Director, Senior Equity Research Analyst | Virginia Beach, VA , United States |
P Patrick Rau | Managing Director | Charlotte, NC , United States |
| Director, Portfolio Manager | Conshohocken, PA , United States | |
| Director, Portfolio Manager | Jupiter, FL , United States | |
| Director and Research Analyst | Charlotte, NC , United States | |
| Senior Portfolio Manager | Charlotte, NC , United States |
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