Chip Sterling
Analist-Vaste Inkomen bij Strategic Advisers LLC
Profiel
Mr. Chip Sterling, CFA MBA, is a Portfolio Manager & Research Analyst at Strategic Advisers LLC.
He manages the Strategic Advisers Income Opportunities Fund.
He is also responsible for coverage of high-yield debt, emerging-markets debt, bank loan, and convertible bond asset classes, and is responsible for manager selection within these asset classes.
Prior to Joining Strategic Advisers, Mr. Sterling was a high yield bond analyst within the High Income division at Fidelity since 2001.
He was an equity research associate at Eaton Vance Management where he assisted analysts covering multiple industries.
He earned his bachelor of arts degree in math and economics from Providence College and his master of business administration in finance from The Wharton School of the University of Pennsylvania.
He is also a CFA charterholder.
Actieve functies van Chip Sterling
| Bedrijven | Functie | Begin |
|---|---|---|
Strategic Advisers LLC
 Strategic Advisers LLC Investment ManagersFinance Strategic Advisers LLC is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1977 and is a wholly-owned subsidiary of Fidelity Advisory Holdings LLC, which in turn is wholly owned by FMR LLC. Strategic Advisers provides discretionary portfolio management services to retail and institutional clients and non-discretionary advisory services and develops and maintains asset allocation and model portfolios for use by its affiliates. | Analist-Vaste Inkomen | 01-01-2012 |
Eerdere bekende functies van Chip Sterling
| Bedrijven | Functie | Einde |
|---|---|---|
Eaton Vance Management
 Eaton Vance Management Investment ManagersFinance Eaton Vance Management (EVM) is a registered mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1979 when Eaton & Howard merged with Vance, Sanders & Co. Prior to March 2021, they were a wholly-owned subsidiary of Eaton Vance Corp. Their direct owner is Morgan Stanley Domestic Holdings, Inc., ultimately held by Morgan Stanley (NYSE: MS). EVM provides investment advice to institutional clients, mutual funds, other pooled investment vehicles, and retail separately managed accounts. | Analyst-Equity | 01-05-2000 |
Opleiding van Chip Sterling
| Providence College | Undergraduate Degree |
| The Wharton School of the University of Pennsylvania | Masters Business Admin |
Ervaring
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| Bedrijven in privébezit | 2 |
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Strategic Advisers LLC
Strategic Advisers LLC Investment ManagersFinance Strategic Advisers LLC is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1977 and is a wholly-owned subsidiary of Fidelity Advisory Holdings LLC, which in turn is wholly owned by FMR LLC. Strategic Advisers provides discretionary portfolio management services to retail and institutional clients and non-discretionary advisory services and develops and maintains asset allocation and model portfolios for use by its affiliates. | Finance |
Eaton Vance Management
Eaton Vance Management Investment ManagersFinance Eaton Vance Management (EVM) is a registered mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1979 when Eaton & Howard merged with Vance, Sanders & Co. Prior to March 2021, they were a wholly-owned subsidiary of Eaton Vance Corp. Their direct owner is Morgan Stanley Domestic Holdings, Inc., ultimately held by Morgan Stanley (NYSE: MS). EVM provides investment advice to institutional clients, mutual funds, other pooled investment vehicles, and retail separately managed accounts. | Finance |