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About
Evan Fields is a Portfolio Analyst at Sterling Capital Management LLC, based in Charlotte, NC, where he has worked since 2019. In this role, he is responsible for conducting investment research and supporting portfolio management operations, including asset allocation analysis and portfolio implementation for a range of client types. Sterling Capital’s business involves customized investment solutions across multiple strategies, with a particular emphasis on equities and fixed income portfolios, though Evan’s role is best characterized as cross-asset or multi-asset class, focused on supporting analytical and operational functions rather than specializing exclusively in a single market sector or asset class.
Before joining Sterling Capital, Evan served as a Trading Liaison at BB&T, where he facilitated trade operations and supported trading desk activities between 2018 and 2019. Prior to that, he worked as a Specialist High Net Worth Representative at Charles Schwab, providing tailored investment service to affluent clients and supporting their wealth management needs between 2015 and 2016.
Evan holds a Bachelor of Science degree in Finance from Southern Illinois University, Carbondale, equipping him with strong quantitative and analytical skills fundamental to his portfolio analysis work. His expertise spans operational portfolio analytics, investment research, and client service functions, underscoring his role in supporting investment decisions and implementing strategies that seek consistent performance across client portfolios at Sterling Capital Management.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Sterling Capital Management LLC | Portfolio Analyst | Sep 2019 to Present | — |
| Bb&t | Trading Liaison | Mar 2018 to Sep 2019 | — |
| Charles Schwab | Specialist High Net Worth Representative | Jan 2015 to Sep 2016 | — |
| Intercontinental Hotels Group (Ihg®) | Night Auditor | Jan 2014 to Aug 2014 | — |
| United States Army Reserve | Logistics Officer | Jan 2014 to Present | — |
| Southern Illinois University | Saluki Student Investment Fund | Sep 2011 to May 2013 | — |
Education
Southern Illinois University, Carbondale
Bachelor of Science, Finance
2010 — 2013
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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C Carl Venter | Principal | Independent Advisor Alliance | Chicago, IL , United States |
A Alyson Strode | Trader | Horizon Investments, LLC | Charlotte, NC , United States |
| Senior Analyst | Horizon Investments, LLC | New York, NY , United States |