Tab Williams

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.