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Sterling Capital Real Estate Fund Institutional (STMDX)

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34.85 +0.31    +0.90%
28/06 - 延迟数据. USD 货币 ( 免责声明 )
类型:  基金
市场:  美国
发行商:  Sterling Capital Funds
资产类别:  股票
  • 晨星评级:
  • 总资产: 66.16M
Sterling Capital Stratton Rl Estt Instl 34.85 +0.31 +0.90%

STMDX概述

 
本页面提供Sterling Capital Real Estate Fund Institutional的详细介绍,帮助您了解STMDX的高管、总资产、投资策略和联系方式等信息。
种类

Real Estate

总资产

66.16M

费用

0.87%

开始日期

29371

联络信息

地址 5th Floor,P.O. Box 9762
Providence,RI 02940-9762
United States
电话 800-228-1872

高管

名称 标题 任期
Andrew T. DiZio Vice President, manager 2012 now
背景介紹 Andrew T. DiZio, CFA, is a Director of Sterling Capital. Mr. DiZio joined the Stratton Funds Team of Stratton Management Company in 2012 and Sterling Capital Management as part of a business acquisition in 2015. He has investment experience since 2003. Prior to joining Stratton Management Company, he was vice president at Janney Montgomery Scott where he served as a Real Estate Investment Trust sector analyst. Mr. DiZio is a graduate of Pennsylvania State University where he received his B.S. in Finance with a minor in Economics. He is a CFA charterholder and is a member of the CFA Society of Philadelphia and the CFA Institute.
Shawn M. Gallagher Portfolio Manager, Vice President 2012 now
背景介紹 Shawn M. Gallagher, CFA®, Director, joined the Stratton Funds team of Stratton Management Company in 2005 and Sterling Capital Management as part of a business acquisition in 2015. He has investment experience since 2003. Shawn is the lead Portfolio Manager of the Stratton Mid Cap Value product and Associate Portfolio Manager of the Stratton Small Cap Value and Stratton Real Estate products. Prior to joining Stratton, he served as an analyst in AT&T's Financial Leadership Program. Shawn received his B.S. in Finance from Pennsylvania State University. He is a CFA® charterholder and is a member of the CFA® Society of Philadelphia and the CFA® Institute.
John A. Affleck Senior Vice President, Director 2012 2015
背景介紹 John Affleck heads the large-cap value team at Sterling Advisors. John began his financial services career in 1968 with the Trust Department of Provident National Bank in Philadelphia, where he served as an assistant vice president and investment portfolio manager. In 1979, he joined Stratton Management Company, a predecessor firm of Sterling Advisors, where he served as president and chief executive officer of the company. John serves on numerous civic boards and is currently an Overseer at William Penn Charter School and a Trustee of Woodmere Art Museum and the Philadelphia Orchestra. He earned his bachelor's degree in pre-law from Lafayette College and his MBA from Temple University.
James A. Beers Vice President 2000 2012
背景介紹 Beers has served as vice president of Stratton Management from 1997 to the present. Previously he served as a client services representative for FPS Services.
James W. Stratton Founder, Chairman, CEO 1980 2006
背景介紹 Stratton founded Stratton Management Company in 1972 and currently serves as chairman and chief executive officer. Stratton serves as a director of the following: Amerigas Propane Ltd., BE&K Corp., Teleflex, Inc. and UGI Corp., Inc. Previously, Stratton served as president and chief executive officer with Drexel Firestone and chairman of the board of trustees of Thomas Jefferson University. Stratton is a member of the Association for Investment Management and Research.
John A. Affleck Senior Vice President, Director 1997 2000
背景介紹 John Affleck heads the large-cap value team at Sterling Advisors. John began his financial services career in 1968 with the Trust Department of Provident National Bank in Philadelphia, where he served as an assistant vice president and investment portfolio manager. In 1979, he joined Stratton Management Company, a predecessor firm of Sterling Advisors, where he served as president and chief executive officer of the company. John serves on numerous civic boards and is currently an Overseer at William Penn Charter School and a Trustee of Woodmere Art Museum and the Philadelphia Orchestra. He earned his bachelor's degree in pre-law from Lafayette College and his MBA from Temple University.
Gerard E. Heffernan Senior Vice President, Director 1980 1997
背景介紹 Previously, he spent three years as a corporate officer with Merrill Lynch and four years as a corporate officer with William D. Witter Inc. He also spent nine years as a vice president and partner with Drexel Corporation. Heffernan holds the Chartered Financial Analyst designation.
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