Casey McIntyre Cfa, Caia

Casey McIntyre, CFA, CAIA, CIPM has extensive work experience in the investment management industry. Currently, McIntyre is the Chief Operating Officer at Sterling Capital Management LLC, a position held since March 2023. Prior to this role, McIntyre served as the Chief Administrative Officer at the same company from September 2018 to March 2023.

Before joining Sterling Capital Management, McIntyre worked at Cambridge Associates for several years. Notably, McIntyre held the position of Managing Director, Head of Portfolio Services from January 2017 to April 2018. In this role, McIntyre was responsible for overseeing a global business unit with over 250 professionals across three business lines. McIntyre successfully led organizational transformations, set strategic objectives, and managed stakeholder relationships.

Prior to their role as Head of Portfolio Services, McIntyre held various roles at Cambridge Associates, including Managing Director, Deputy Head of Portfolio Services, Managing Director, Performance Reporting and Manager Information, Director of Performance Reporting and Manager Information, Director, Manager Information Group, Associate Director, Manager Information Group, and Manager, Manager Information Group.

McIntyre began their career at Cambridge Associates in 2005, working in roles such as Operations Manager, Performance Reporting, Investment Performance Analyst, and Senior Associate/Associate.

Overall, Casey McIntyre has gained significant experience and expertise in investment operations, portfolio services, performance reporting, and manager information throughout their career.

Casey McIntyre, CFA, CAIA, CIPM, obtained a Bachelor of Science (BS) degree in Finance and Economics from Penn State University, where they studied from 2001 to 2005. They later obtained the Chartered Financial Analyst (CFA) designation from the CFA Institute in October 2009 and the Chartered Alternative Investment Analyst (CAIA) designation from the CAIA Association in November 2010. In May 2022, Casey obtained the Certificate in Investment Performance Measurement (CIPM) from the CFA Institute. Additionally, Casey has acquired several additional certifications, including Mergers and Acquisitions Foundations, Accounting Foundations, Finance for Non-Financial Managers, and Six Sigma Foundations, all obtained from LinkedIn in July and August 2017.