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Nicholas Totaro
Director | RFP Writer and Database Analyst Manager at Sterling Capital Management LLC
About
Nicholas Totaro, CTP®, serves as Director and RFP Writer and Database Analyst Manager at Sterling Capital Management LLC in Charlotte, NC, where he leads the firm's efforts in RFP (Request for Proposal) preparation and consultant database management. In his role, he oversees the production and quality review of materials used in institutional business development and consultant relations, ensuring the firm's investment strategies and capabilities are accurately positioned for prospective and existing clients.
He specializes in supporting Sterling Capital's institutional business, focusing on a broad array of asset classes that include fixed income, equity, and multi-asset strategies. His work is integral to communicating Sterling Capital's products across diversified investment sectors such as multi-sector fixed income, large cap and small cap equities, and balanced portfolios.
Prior to his current leadership position, Totaro held progressive roles at Sterling Capital, including Associate Director and Senior Institutional Client Service Analyst, and began his career as a tax reporting analyst at Wells Fargo Securities. He holds a Bachelor of Science in Accounting and Finance from Florida State University and the Certified Treasury Professional (CTP) designation, underscoring his expertise in both investment management and institutional client solutions.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Sterling Capital Management LLC | Director | RFP Writer and Database Analyst Manager | Mar 2023 to Present | — |
| Sterling Capital Management LLC | Associate Director | Senior Institutional Client Service Analyst | Aug 2020 to Mar 2023 | — |
| Sterling Capital Management LLC | Associate | Jun 2016 to Aug 2020 | — |
| Wells Fargo | Data Analyst | Jan 2016 to Jun 2016 | — |
Education
Florida State University
Bachelor's degree, Accounting and Finance
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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