Kathryn E. Brown

Charlotte Capital LLC (CC) is an institutional-only money management firm specializing in small capitalization value investing. Based in Charlotte, North Carolina, CC has a national client base that includes Fortune 500 companies, Taft Hartley plans and foundations. Previously named Capital Technology, Inc., the firm was acquired by Sanders Morris Harris Group, Inc. in 2004.

Sterling Capital Management LLC (Sterling) is a SEC-registered investment advisor headquartered in Charlotte, North Carolina. The firm was founded by George de Garmo in 1970 and is an independently operated subsidiary of Truist Financial Corp. (NYSE: TFC). Sterling provides investment management services to a diverse group of clients ranging from retail to corporations and non-profits.