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Sterling Capital North Carolina Intermediate Tax-free Fund Institutional Shares (BBNTX)
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Sterling Capital NC Interm Tax-Free I
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BBNTX Overview
On this page you'll find an in-depth profile of Sterling Capital North Carolina Intermediate Tax-free Fund Institutional Shares. Learn about the key management, total assets, investment strategy and contact information of BBNTX among other information.
Investment Strategy
The investment seeks current income exempt from federal and North Carolina income taxes consistent with preservation of capital. The fund normally invests at least 80% of its net assets in investments the income from which is exempt from federal income tax, alternative minimum tax, and North Carolina personal income tax. It invests primarily in municipal securities of the State of North Carolina and its political subdivisions, that provide income exempt from both federal personal income tax and North Carolina personal income tax. The fund's dollar-weighted average maturity is expected to be more than 3 years but less than 10 years. It is non-diversified.
Contact Information
Address
5th Floor,P.O. Box 9762
Providence,RI 02940-9762
United States
Providence,RI 02940-9762
United States
Phone
800-228-1872
Top Executives
| Name | Title | Since | Until |
|---|---|---|---|
| Mike P McVicker | Executive Director | 2016 | Now |
| Biography | Mr. McVicker is an Executive Director and Senior Municipal Credit Analyst with additional responsibilities for credits that crossover into the taxable market with Sterling Capital. He joined Sterling Capital in 1992. Prior to joining the fixed income team, he was Sterling’s Director of Operations managing the client reporting and performance team. He has investment experience since 1992 and holds a B.S.B.A. in Finance with a minor in Psychology from the University of North Carolina – Charlotte. | ||
| Robert F. Millikan | Executive Director | 2000 | Now |
| Biography | Robert F. Millikan, CFA, Executive Director, joined BB&T Asset Management in 2000 and Sterling Capital Management through merger in October 2010. He has investment experience since 1990. Bob is responsible for managing the state-specific municipal bond fund portfolios for Sterling Capital Funds as well as for the tax-free funds’ investment policy, research and management. Prior to joining BB&T, he worked for First Citizens Bank as Vice President and Fixed Income Portfolio Manager for both taxable and tax-exempt accounts. Bob is a graduate of Wake Forest University where he received his BA in Economics. He is a past President of the North Carolina Society of Financial Analysts and also a past Chairman of the Board of Directors for the Carolinas Municipal Advisory Council. He is a CFA charterholder. He is currently serving on the CFA North Carolina Strategic Advisory Board. | ||
| Thomas P. Madsen | Managing Director, Portfolio Manager | 2003 | 2006 |
| Biography | Madsen is the Global Head of Equities at UBS Global Asset Management. He has been a Managing Director of UBS Global Asset Management since February 2000 and a portfolio manager of the UBS International Equity Fund and the UBS Global Equity Fund since February 2000. Madsen holds a Charted financial Analyst designation. | ||
| Kenneth Anderson | Director | 2002 | 2003 |
| Biography | Anderson is director and international equity investment manager at BlackRock International. Prior to joining BlackRock in 2000, he was an investment director and the deputy head of the Scottish Widows Investment Management European equity team. | ||
| William Low | Portfolio Manager | 1997 | 2003 |
| Biography | William Low has overall responsibility for the team and heads the Edinburgh office. He joined Nikko AM in August 2014 as a Portfolio Manager with overall responsibility for the Global Equity team in their Edinburgh office. Prior to joining Nikko AM, he was Director of Equities at SWIP, where he reported directly to the CEO and had overall responsibility for the Global Equity, Specialist Equity, Dealing and Governance teams. William built a robust team and process that harnessed strengths in researching companies and constructing high conviction investment portfolios. Portfolio management responsibilities included selected Global and Global ex US mandates. William joined SWIP as Head of Global Equities in April 2011 and was promoted to Director of Equities in August 2012. He joined from BlackRock where he worked for 15 years as a director and portfolio manager leading its EAFE portfolio team. Prior to joining BlackRock, William was an investment manager at Dunedin Fund Managers with responsibility for leading and managing key portfolios with both Pacific Basin and Asia ex Japan mandates. William holds a BSc (Hons) in Geology from Edinburgh University. | ||
| C. Steven Brennaman | Vice President | 1998 | 2000 |
| Biography | Steve joined American Express Financial Corporation in September of 2000 as Vice President and Senior Portfolio Manager for American Express Asset Management. Previously, he worked for BB&T Asset Management as a Vice President and Senior Portfolio Manager. | ||
| Alice B. Flowers | Trader, Portfolio Manager | 1992 | 2000 |
| Biography | Flowers has been a securities trader and portfolio manager with Branch Banking and Trust Company since 1985. | ||
| Richard B. Jones | Vice President, Portfolio Manager | 1992 | 1994 |
| Biography | Jones is a vice president and portfolio manager with Branch Banking and Trust Company, his employer since 1987. Prior to joining the firm, he worked for Bank One Trust Company for four years. Jones holds Chartered Financial Analyst designation. | ||
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