Jeremy Paul Lopez
Director, Senior Equity Research Analyst at Sterling Capital Management LLC
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
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Sterling Capital Management LLC | Director, Senior Equity Research Analyst | Jul 2016 to Present | — |
| Herndon Capital Management, LLC | Senior Equity Research Analyst | Aug 2015 to Jul 2016 | — |
| Wells Capital Management | Equity Research Analyst | Mar 2012 to Jul 2015 | — |
| William Blair | Senior Equity Research Associate | Feb 2005 to Mar 2012 | — |
| Morningstar | Equity Analyst | May 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 (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 | |
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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