Sarah Bennett Palmquist

Employer firm

Sterling Capital Management LLC CRD 135405

$69.2B regulatory AUM 17 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 03/2009 → 03/2020
  Bb&T Trust
  Raleigh, NC
• 04/2020 → Present
  Sterling Capital Management Llc
  Raleigh, NC

Previous Registrations

• 2011-03-15 → 2020-03-26
  Bb&T Institutional Investment Advisers, Inc.
  Greenville, SC
• 2010-06-08 → 2010-11-09
  Bb&T Asset Management, Inc.
  Raleigh, NC

Other Businesses

University of Tenneessee, Knoxville. Advisory Board member for the University of TN's Women in leadership program. In this role, I will be reviewing the courses and overall program for UTK, providing feedback and guidance to enhance the programs and curriculum.

Exams

• S65 Uniform Investment Adviser Law Examination
  2010-06-04

Other Names

• Sarah Leann Bennett
• Sarah Palmquist