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Jeremy Paul Lopez

Director, Senior Equity Research Analyst at Sterling Capital Management LLC

Virginia Beach, VA , United States

About

Jeremy M. Lopez, CFA, is Executive Director and Portfolio Manager at Sterling Capital Management LLC, based in Virginia Beach, VA. He joined Sterling Capital in 2016 and currently serves as co-portfolio manager for the Equity Income, Global Leaders, and Focus Equity strategies, focusing on equity asset classes and managing portfolios that seek consistent income and growth through diversified equity investments.

Lopez’s investment focus is in US and global equities, particularly large-cap stocks and income-oriented investment strategies within the Equity Opportunities Group. His in-depth sector coverage includes a variety of industry groups associated with equity income and global leadership mandates, providing broad exposure to key global and domestic market segments.

With over 25 years of investment experience, Lopez previously held analyst positions at Herndon Capital Management and Wells Capital Management, as well as a senior research associate role at William Blair & Company and experience at Morningstar. He earned a B.A. in Economics from Wheaton College, an M.B.A. from the University of Chicago Booth School of Business, and holds the Chartered Financial Analyst (CFA) designation, demonstrating expertise in portfolio management and fundamental equity research.

Career History

OrganizationRoleDate RangeDetails
Sterling Capital Management LLCDirector, Senior Equity Research AnalystJul 2016 to Present
Herndon Capital Management, LLCSenior Equity Research AnalystAug 2015 to Jul 2016
Wells Capital ManagementEquity Research AnalystMar 2012 to Jul 2015
William BlairSenior Equity Research AssociateFeb 2005 to Mar 2012
MorningstarEquity AnalystMay 1997 to Jan 2005

Education

The University of Chicago Booth School Of Business

Master of Business Administration, Accounting, Finance

2004 2008

Wheaton College

Bachelor of Arts, Economics

1993 1997

Cfa Charter, Cfa Institute

Others at Sterling Capital Management LLC (13)

NameRoleLocation
Byron Mims
Byron Mims
Director, Portfolio ManagerCharlotte, NC , United States
P
Patrick Rau
Managing DirectorCharlotte, NC , United States
Shawn Gallagher
Shawn Gallagher
Director, Portfolio ManagerConshohocken, PA , United States
Tab Williams
Tab Williams
Director and Research AnalystCharlotte, NC , United States
Arimey Altimari
Arimey Altimari
Fixed Income AnalystCharlotte, NC , United States
Bob Bridges
Bob Bridges
Senior Managing Director, Chief Investment Officer-Head of EquityCharlotte, NC , United States
B
Brent Barton
Director and Senior AnalystCharlotte, NC , United States
David Johnson
David Johnson
Investment AnalystRaleigh, NC , United States
E
Edward Mak
Global Managing DirectorSan Francisco, CA , United States
G
Glenn Dellinger
Director - Corporate credit analystJupiter, FL , United States
Showing 1-10 of 13 team members