CoverProfile

Jim Willis

Managing Director

Sterling Capital Management LLC

United States, North Carolina, Raleigh

About Me

James C. Willis, CFA®, Managing Director, joined BB&T Asset Management in 2003 and Sterling Capital Management through merger in 2010. He has investment experience since 1996. As head of Advisory Solutions, Jim is responsible for investment manager search and selection and the oversight of Sterling’s comprehensive open architecture platform. Jim received his B.A. in Economics and Political Science from Rice University and his M.B.A. from Georgetown University. He holds the Chartered Financial Analyst® designation.

Profile Information

Managing Director

Sterling Capital Management LLC

Investment Team,Operations Team

Investor

Consultant

Raleigh

North Carolina

United States

Jun 27, 2025

More profiles to browse

Profile Photo
Travis Pollack
Executive Director, Portfolio Manager and Investment Analyst
MW
Mary Weeks Fountain
Managing Director

You Might Like

ME
Michelle Elliott
Chief Operating Officer & Senior Client Service Manager
Kowalski Financial
KA
Kimberly A. Griego-Kiel
Founding Partner Emerita
Horizons Sustainable Financial Services
DH
Darla Hansen
Chief Administrative Officer
Corvus Wealth Advisors
NC
Najib Canaan
Chief Executive Officer
Kingswood Group