Career
Mark Montgomery has been Senior Managing Director of Sterling Capital Management since December 2006. Mark Montgomery is a control person of the firm and directly owns under 5% of it. Mark Montgomery holds a B.S. in Marketing from minor in Public Administration — West Chester University and an M.B.A. from concentration in Investment Management — Drexel University.
Sterling Capital Management LLC is a Charlotte, NC firm with $69.2B under management, 3,508 clients and 64 advisers across 11 offices, as of its July 2026 filing.
Sterling Capital says Montgomery joined in 1997 after positions at Vanguard and describes his fixed-income work on taxable index and municipal teams.
The IAPD individual lookup on 17 October 2026 returned no individual record. This profile uses the firm’s Form ADV officer listing.
Credentials and registrations
Individual registration and examination information for Mark Montgomery is unavailable. An officer title or CRD number does not by itself establish current investment adviser representative registration, and no registration or examination counts are inferred.
Officer record
- Full name
- Mark Montgomery
- CRD
- 2092398
- Record basis
- Form ADV officer listing
Disciplinary history is not reported here, in either direction. Check the SEC record.
Common questions
Where does Mark Montgomery work?
Mark Montgomery has been Senior Managing Director of Sterling Capital Management LLC since December 2006, and is a control person of the firm.