Jeff Ormsby
Executive Director, Portfolio Manager at Sterling Capital Management LLC
About
Jeffrey D. Ormsby, CFA, is Executive Director and Senior Fixed Income Portfolio Manager at Sterling Capital Management LLC, based in Charlotte, NC. In this leadership role, he oversees fixed income portfolio management with a special emphasis on securitized products, including mortgage-backed and asset-backed securities, guiding strategic positioning and implementation of fixed income investment strategies for institutional and individual clients.
Ormsby joined Sterling Capital in 2010 and has been active in investment management since 2006. Before joining Sterling, he was a CMBS trader and portfolio management analyst at Smith Breeden Associates, focused on commercial mortgage-backed securities and broader securitized credit markets. His extensive expertise lies in fixed income, particularly within the areas of mortgage-backed securities and other structured credit products.
He holds an MBA from the University of North Carolina at Chapel Hill’s Kenan-Flagler Business School, where he was the Norman Block Valedictorian Award recipient, and a B.S. in Economics from North Carolina State University, graduating summa cum laude and as valedictorian. He is a CFA charterholder, contributing to Sterling’s culture of research-driven, risk-managed fixed income investing.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Sterling Capital Management LLC | Executive Director, Portfolio Manager | Jun 2011 to Present | Fixed income portfolio management & strategy. |
| UNC Kenan-Flagler | MBA Student | Aug 2009 to May 2011 | — |
| Smith Breeden Associates | Portfolio Analyst | Aug 2006 to Jul 2009 | CMBS Trader |
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School
MBA, Investment Management
2009 — 2011
B.S., Economics
2002 — 2006
Skills & Expertise
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 | |
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 | |
| Fixed Income Analyst | Charlotte, NC , United States |
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