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Evan Rohrmeier
Institutional Client Analyst at Sterling Capital Management LLC
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
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Sterling Capital Management LLC | Institutional Client Analyst | Jul 2024 to Present | — |
| Villanova University | Curling President and Captain | May 2023 to May 2024 | — |
| Valley Investment Planning | Wealth Management Intern | Jun 2023 to Jan 2024 | — |
| Fisher Center at Bard | Usher | Apr 2018 to Aug 2023 | — |
| Mid-Hudson Valley Federal Credit Union | Support Services Representative | Jun 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)
| 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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|---|---|---|---|
M Monte Jahnke | Principal | Independent Advisor Alliance | Harrisville, MI , United States |
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 |