Daniel Morrall
Portfolio Manager and Executive Director at Sterling Capital Management LLC
About
Daniel Morrall is Executive Director and Co-Portfolio Manager at Sterling Capital Management LLC, based in Virginia Beach, VA. Since joining Sterling Capital in 2014, he has managed the Special Opportunities strategy within the Equity Opportunities Group, focusing on identifying value and growth opportunities across the public equity markets. His primary responsibilities include portfolio construction, security selection, and investment research for the Special Opportunities Fund, with a specific focus on U.S. equities and opportunistic investments.
Daniel’s investment expertise spans more than two decades, shaped by prior roles as an equity analyst at Harber Asset Management and S Squared Technology LLC, where he specialized in technology-biased long/short strategies, as well as earlier experience as an investment banker at Bank of America Merrill Lynch and in software startups. He is recognized for his analytical approach to equity investments and his broad exposure to technology, financial services, and high-opportunity sectors.
He holds a B.S. in Business and Economics from Washington and Lee University, an M.B.A. from Columbia Business School with a focus on entrepreneurship, finance, and value investing, and an M.S.I.T. from Capella University. Daniel Morrall is also a CFA® charterholder, underscoring his commitment to investment rigor and industry best practices.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Sterling Capital Management LLC | Portfolio Manager and Executive Director | Jul 2014 to Present | — |
| Graham Partners | Senior Equity Analyst | Jun 2012 to May 2014 | Long/short mostly tech |
| S Squared Technology | Senior Equity Analyst | Jul 2006 to Dec 2011 | Long/short tech |
| Banc of America Securities | Investment Banking Analyst | Jan 2001 to Jan 2004 | Corporate Finance and M&A |
| Outpurchase | Financial Analyst | Jan 2000 to Jan 2001 | Online startup. Financial analyst |
Education
Columbia University - Columbia Business School
MBA, Entrepreneurship, Finance, Value Investing
2004 — 2006
Washington and Lee University
BA, Economics, Business Administration
1995 — 1999
Landon School
High School, Honors/Regents
1992 — 1995
Sidwell Friends
1981 — 1991
Capella University
Master's degree, Information Technology
Skills & Expertise
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 | |
| 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 | |
| Fixed Income Analyst | Charlotte, NC , United States |
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