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Evan Rohrmeier

Evan Rohrmeier

Institutional Client Analyst at Sterling Capital Management LLC

Charlotte, NC , United States

About

Evan Rohrmeier is an Institutional Client Analyst at Sterling Capital Management LLC in Charlotte, North Carolina, where he focuses on providing client service and analytics for institutional investors. His role includes supporting institutional clients with portfolio analytics, reporting, and tailored solutions for their unique investment needs, leveraging his expertise in client relations and financial analysis.

Prior to joining Sterling Capital Management in 2025, Evan gained experience as a Wealth Management Intern at Valley Investment Planning, where he assisted with portfolio research and client support, and also held leadership roles at Villanova University. His professional background spans institutional consulting and client-focused investment services, with particular exposure to wealth management and corporate governance sectors.

Evan holds a Bachelor of Business Administration in Finance from Villanova University, with additional studies in Business Law and Corporate Governance, as well as specialized training in Asset and Wealth Management from the Envestnet Institute on Campus. He is recognized for his analytical capabilities and commitment to client service within the asset management industry, supporting institutional portfolios across equities, fixed income, and multi-asset strategies.

Career History

OrganizationRoleDate RangeDetails
Sterling Capital Management LLCInstitutional Client AnalystJul 2024 to Present
Villanova UniversityCurling President and CaptainMay 2023 to May 2024
Valley Investment PlanningWealth Management InternJun 2023 to Jan 2024
Fisher Center at BardUsherApr 2018 to Aug 2023
Mid-Hudson Valley Federal Credit UnionSupport Services RepresentativeJun 2021 to Aug 2022

Education

Villanova University

Bachelor of Business Administration - BBA, Finance

2020 2024

Red Hook Senior High School

Advanced Regents Diploma

2016 2020

Envestnet Institute on Campus

Asset and Wealth Management

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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