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Jeff Ormsby

Jeff Ormsby

Executive Director, Portfolio Manager at Sterling Capital Management LLC

Charlotte, NC , United States

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

OrganizationRoleDate RangeDetails
Sterling Capital Management LLCExecutive Director, Portfolio ManagerJun 2011 to Present
Fixed income portfolio management & strategy.
UNC Kenan-FlaglerMBA StudentAug 2009 to May 2011
Smith Breeden AssociatesPortfolio AnalystAug 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

Fixed Income
Portfolio Management
Valuation
Trading
Bloomberg
Financial Modeling
Investments
Structured Products
Investment Management
Asset Managment
Financial Analysis

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
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
Arimey Altimari
Arimey Altimari
Fixed Income AnalystCharlotte, NC , United States
Showing 1-10 of 27 team members

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