Stephen Freilich

Stephen Freilich, CFA, is Director and Portfolio Manager at Sterling Capital Management LLC, based in Jupiter, Florida. In this role, he specializes in managing taxable fixed income Separate Managed Accounts (SMAs), leveraging extensive expertise across various fixed income strategies for institutional and high-net-worth clients. His responsibilities include portfolio construction, security selection, investment strategy development, and performance monitoring, with a strong focus on client objectives and risk management.

Freilich's investment focus is primarily on taxable fixed income, including government, corporate, and municipal bonds. While Sterling Capital offers broader asset class strategies such as equities and asset allocation, Freilich’s expertise and coverage are concentrated in fixed income, where he develops and implements tailored solutions for taxable accounts and wrap program platforms.

Before joining Sterling Capital in 2020 through the integration of SunTrust Advisory Services, where he led fixed income strategies since 2013, Freilich held roles in the public sector, notably as treasurer of the South Florida Water Management District for a decade. He holds an MS in Finance from Georgetown University and a BS in Finance, specializing in investment analysis and portfolio management, from George Mason University. His significant contributions include advancing best practices in public funds management and developing sophisticated fixed income solutions for institutional clients.