Sign in
Daniel Morrall

Daniel Morrall

Portfolio Manager and Executive Director at Sterling Capital Management LLC

Virginia Beach, VA , United States

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

OrganizationRoleDate RangeDetails
Sterling Capital Management LLCPortfolio Manager and Executive DirectorJul 2014 to Present
Graham PartnersSenior Equity AnalystJun 2012 to May 2014
Long/short mostly tech
S Squared TechnologySenior Equity AnalystJul 2006 to Dec 2011
Long/short tech
Banc of America SecuritiesInvestment Banking AnalystJan 2001 to Jan 2004
Corporate Finance and M&A
OutpurchaseFinancial AnalystJan 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

Financial Modeling
Start-ups
Strategy
Mergers & Acquisitions
Private Equity
Venture Capital
Entrepreneurship
Market Research
Analytics
Corporate Finance
Investments
Investment Banking
Financial Analysis
Networking
Portfolio Management
Finance
DCF
Business Strategy
Valuation
Corporate Development
Management Consulting
Strategic Partnerships
Marketing
Restructuring
Non-profit Board Development
Equity Research
Team Management
IPO
Fixed Income
Equities
Capital Markets
Competitive Analysis
Alternative Investments
SaaS
Asset Management
Strategic Planning
Mutual Funds
Hedge Funds
Mergers
Analysis
Business Analysis
Bloomberg
Emerging Markets
Leveraged Finance
Due Diligence
Equity Valuation
Executive Management
LBO
Market Analysis
Business Development
Non Profit Board Development
Start Ups
Loans
Mergers and Acquisitions
Microsoft Excel
Non Profit Board
SQL
Retail
Wholesale

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
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
Arimey Altimari
Arimey Altimari
Fixed Income AnalystCharlotte, 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