Sign in

You're signed outSign in or to get full access.

Daniel Hurtado

Daniel Hurtado

Associate Director - Senior Institutional Client Service Analyst at Sterling Capital Management LLC

Charlotte, NC , United States

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

OrganizationRoleDate RangeDetails
Sterling Capital Management LLCAssociate Director - Senior Institutional Client Service AnalystApr 2024 to Present
Sterling Capital Management LLCAssociate - Institutional Client Service AnalystOct 2021 to Apr 2024
Sterling Capital Management LLCAssociate - Middle Market Client Service AnalystOct 2020 to Sep 2021
Sterling Capital Management LLCJunior AssociateMar 2020 to Sep 2020
BNY MellonDerivative Operations Analyst - Collateral ManagementSep 2019 to Feb 2020
BNY MellonDerivative Operations Analyst - Portfolio ReconciliationMar 2019 to Sep 2019
VEREIT, Inc.Asset Management InternJun 2017 to Jun 2018
Roland George Investments ProgramFixed Income Research and Student TrusteeJun 2017 to Dec 2017
Roland George Investments ProgramEquity Research and Student PMJan 2017 to Jun 2017
Phi Sigma Kappa Fraternity- Kappa Hexaton ChapterTreasurerDec 2015 to Dec 2016
Northwestern MutualCollege Financial RepresentativeApr 2016 to Oct 2016
Universal Studios FloridaRevenue Accounting InternJun 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)

NameRoleLocation
Byron Mims
Byron Mims
Director, Portfolio ManagerCharlotte, NC , United States
Colin Ducharme
Colin Ducharme
Executive Director and Portfolio ManagerVirginia Beach, VA , United States
Daniel Morrall
Daniel Morrall
Portfolio Manager and Executive DirectorVirginia Beach, VA , United States
Jeff Ormsby
Jeff Ormsby
Executive Director, Portfolio ManagerCharlotte, NC , United States
J
Jeremy Paul Lopez
Director, Senior Equity Research AnalystVirginia Beach, VA , United States
P
Patrick Rau
Managing DirectorCharlotte, NC , United States
Shawn Gallagher
Shawn Gallagher
Director, Portfolio ManagerConshohocken, PA , United States
Stephen Freilich
Stephen Freilich
Director, Portfolio ManagerJupiter, FL , United States
Tab Williams
Tab Williams
Director and Research AnalystCharlotte, NC , United States
Tim Beyer
Tim Beyer
Senior Portfolio ManagerCharlotte, NC , United States
Showing 1-10 of 27 team members

Similar Fund Managers

NameRoleFundLocation
M
Monte Jahnke
PrincipalIndependent Advisor AllianceHarrisville, MI , United States
C
Carl Venter
PrincipalIndependent Advisor AllianceChicago, IL , United States
A
Alyson Strode
TraderHorizon Investments, LLCCharlotte, NC , United States
Braho Omeragic
Braho Omeragic
Senior AnalystHorizon Investments, LLCNew York, NY , United States