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Nicholas Totaro

Nicholas Totaro

Director | RFP Writer and Database Analyst Manager at Sterling Capital Management LLC

Charlotte, NC , United States

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

OrganizationRoleDate RangeDetails
Sterling Capital Management LLCDirector | RFP Writer and Database Analyst ManagerMar 2023 to Present
Sterling Capital Management LLCAssociate Director | Senior Institutional Client Service AnalystAug 2020 to Mar 2023
Sterling Capital Management LLCAssociateJun 2016 to Aug 2020
Wells FargoData AnalystJan 2016 to Jun 2016

Education

Florida State University

Bachelor's degree, Accounting and Finance

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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