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JG

Jim Gillespie

Managing Director - President Sterling Capital Funds at Sterling Capital Management LLC

Wake Forest, NC , United States

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

OrganizationRoleDate RangeDetails
Sterling Capital Management LLCManaging Director - President Sterling Capital FundsAug 2020 to Present
Sterling Capital ManagementExecutive Director - President Sterling Capital FundsDec 2012 to Present
Sterling Capital ManagementDirector - Treasurer Sterling Capital FundsJun 2010 to Nov 2012
J.P. MorganVice President Relationship ManagementJan 2008 to Jun 2010
BB&T Asset ManagmentSVP MGR Fund AdministrationFeb 2005 to Aug 2008
BISYS Fund ServicesDirector Client ServicesJan 1992 to Feb 2005
BISYSDirector Client ServicesJan 1992 to Jan 2005

Skills & Expertise

Relationship Management
Mutual Funds
Securities
Hedge Funds
Funding
Asset Management
Asset Managment
Portfolio Management
Project Management
Leadership
Training
Customer Service
Financial Services

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
Jeff Ormsby
Jeff Ormsby
Executive Director, Portfolio ManagerCharlotte, NC , 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
Showing 1-10 of 27 team members

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