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Jim Gillespie
Managing Director - President Sterling Capital Funds at Sterling Capital Management LLC
About
Jim Gillespie is the President and Managing Director of Sterling Capital Funds at Sterling Capital Management LLC, based in Wake Forest, NC. In this leadership role, he oversees the administration and operation of the firm’s mutual fund products, ensuring regulatory compliance, accuracy of financial statements, and overall fund governance. His responsibilities also include coordinating with internal teams and external service providers to optimize operational efficiency.
With over three decades of experience in the financial services industry since 1991, Jim specializes in mutual fund administration, focusing on registered investment company (RIC) compliance and operational best practices. He is not directly involved in investment selection but plays a crucial role in supporting fund operations that span multiple asset classes such as equities and fixed income, integral to Sterling Capital’s mutual fund offerings.
Jim’s career prior to Sterling Capital includes management positions at JP Morgan and BISYS Fund Services, further strengthening his expertise in fund operations and compliance. He holds a Bachelor of Science in Finance and Business Management from Franklin University, underpinning his extensive track record in financial management and administration-focused leadership within the investment management industry.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Sterling Capital Management LLC | Managing Director - President Sterling Capital Funds | Aug 2020 to Present | — |
| Sterling Capital Management | Executive Director - President Sterling Capital Funds | Dec 2012 to Present | — |
| Sterling Capital Management | Director - Treasurer Sterling Capital Funds | Jun 2010 to Nov 2012 | — |
| J.P. Morgan | Vice President Relationship Management | Jan 2008 to Jun 2010 | — |
| BB&T Asset Managment | SVP MGR Fund Administration | Feb 2005 to Aug 2008 | — |
| BISYS Fund Services | Director Client Services | Jan 1992 to Feb 2005 | — |
| BISYS | Director Client Services | Jan 1992 to Jan 2005 | — |
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 | |
| 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 |