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Philip Apelles

Philip Apelles

Equity Research Analyst at Sterling Capital Management LLC

New York, NY , United States

About

Philip Apelles is Associate Director and Equity Research Analyst at Sterling Capital Management LLC in New York, NY, where he focuses on Equity Opportunities. He is responsible for analyzing and identifying investment prospects within public equities, leveraging both quantitative and qualitative research to support portfolio construction and strategic asset allocation for clients.

His sector focus centers on equity strategies, emphasizing companies with attractive valuations, strong operating growth, high profitability, and solid balance sheets, broadly covering large-cap and mid-cap stocks within the U.S. market. Philip also has expertise in ESG investing, supported by a certificate from the CFA Institute, and has worked on student-managed portfolios, notably the $5.8 million Jefferson Fund at the University of Virginia Darden School of Business, where he served as senior portfolio manager.

Philip earned his MBA from the Darden School of Business at the University of Virginia and holds a BA in Mathematics and Economics from Vanderbilt University. His career highlights include advancing capital appreciation and risk reduction in equity portfolios and applying robust operating metrics and risk controls to achieve outstanding performance in varied market conditions.

Career History

OrganizationRoleDate RangeDetails
Sterling Capital Management LLCEquity Research AnalystJan 2022 to Present
Fayez Sarofim & Co.Equity Research AssociateJan 2021 to Jan 2021
Greater Than OneData StrategistJan 2018 to Jan 2020
Greater Than OneConsulting AnalystJan 2016 to Jan 2018

Education

University of Virginia Darden School of Business

MBA, Concentration in Asset Management

Vanderbilt University

Bachelor's, Mathematics & Economics

The Loomis Chaffee School

Others at Sterling Capital Management LLC (13)

NameRoleLocation
Byron Mims
Byron Mims
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
Tab Williams
Tab Williams
Director and Research AnalystCharlotte, NC , United States
Arimey Altimari
Arimey Altimari
Fixed Income AnalystCharlotte, NC , United States
Bob Bridges
Bob Bridges
Senior Managing Director, Chief Investment Officer-Head of EquityCharlotte, NC , United States
B
Brent Barton
Director and Senior AnalystCharlotte, NC , United States
David Johnson
David Johnson
Investment AnalystRaleigh, NC , United States
E
Edward Mak
Global Managing DirectorSan Francisco, CA , United States
Showing 1-10 of 13 team members