Tab Williams
Director and Research Analyst at Sterling Capital Management LLC
About
Tab Williams serves as a Director and Equity Research Analyst at Sterling Capital Management LLC, based in Charlotte, NC. In his current role, he conducts fundamental research and provides investment recommendations that support the firm’s equity portfolio management, focusing on constructing and maintaining diversified investment strategies for institutional clients.
Williams specializes in equity research, covering sectors such as large cap, mid cap, small cap, international equities, and special opportunities strategies. His expertise encompasses multi-class equity portfolios and includes collaboration on active, factor-based, and behavioral investment strategies relevant to Sterling’s broad client base.
With over 13 years of professional experience, Williams is a licensed CPA and valued for his rigorous analytical capabilities and deep sector knowledge. Prior to joining Sterling Capital, he accumulated experience in equity analysis and investment strategy. His contributions to portfolio performance and compliance with global investment standards have supported the firm’s reputation as a leading institutional investment advisor.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Sterling Capital Management LLC | Director and Research Analyst | Jun 2019 to Present | — |
| Sasco Capital, Inc. | Research Analyst | Jun 2017 to May 2019 | — |
| Ey | Senior Associate | Sep 2012 to Jan 2016 | — |
Education
Columbia University - Columbia Business School
Master Of Business Administration, Management
2016 — 2017
University of North Carolina at Chapel Hill
Masters, Accounting
2011 — 2012
University of North Carolina at Chapel Hill
Bachelors, English
2006 — 2010
The Lawrenceville School
2002 — 2006
Others at Sterling Capital Management LLC (13)
| Name | Role | Location |
|---|---|---|
 | 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 |
 | Fixed Income Analyst | Charlotte, NC , United States |
 | Senior Managing Director, Chief Investment Officer-Head of Equity | Charlotte, NC , United States |
B Brent Barton | Director and Senior Analyst | Charlotte, NC , United States |
 | Investment Analyst | Raleigh, NC , United States |
E Edward Mak | Global Managing Director | San Francisco, CA , United States |
G Glenn Dellinger | Director - Corporate credit analyst | Jupiter, FL , United States |