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Evan Fields

Portfolio Analyst at Sterling Capital Management LLC

Charlotte, NC , United States

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

OrganizationRoleDate RangeDetails
Sterling Capital Management LLCPortfolio AnalystSep 2019 to Present
Bb&tTrading LiaisonMar 2018 to Sep 2019
Charles SchwabSpecialist High Net Worth RepresentativeJan 2015 to Sep 2016
Intercontinental Hotels Group (Ihg®)Night AuditorJan 2014 to Aug 2014
United States Army ReserveLogistics OfficerJan 2014 to Present
Southern Illinois UniversitySaluki Student Investment FundSep 2011 to May 2013

Education

Southern Illinois University, Carbondale

Bachelor of Science, Finance

2010 2013

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

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