Daniel A. Morrall, Executive Director, joined Sterling Capital Management in 2014 and has investment experience since 2001. Dan is the co-portfolio manager of the Special Opportunities strategy. Prior to joining Sterling, he worked as an equity analyst for Harber Asset Management and S Squared Technology LLC, technology-biased long/short funds. Dan also has experience as an investment banker at Bank of America Merrill Lynch. Prior to corporate finance, he worked at OutPurchase, a pre-IPO software startup in Silicon Valley. Dan received his B.S. in Business and Economics from Washington and Lee University, his M.B.A. from Columbia Business School, and his M.S.I.T. from Capella University.

James L. Curtis, CFA®, Executive Director, first worked at Sterling Capital Management from 1999 to 2001 and rejoined the firm in 2020. He has investment experience since 1996 and serves as Co-Portfolio Manager of the Special Opportunities strategy. Previously, he was the Co-Portfolio Manager for the SMID Opportunities strategy. Prior to rejoining Sterling, Jim was a Portfolio Manager and Senior Equity Analyst at Putnam Investments and was a Vice President at Tudor Investment Corporation, responsible for consumer-related investments at the $11B Raptor Global Fund in Boston. Most recently, he founded, and serves as managing principal of, Staghorn Capital Management, acting as Portfolio Manager of a global long-short hedge fund. Jim received his B.S.B.A. in Finance from the University of North Carolina at Chapel Hill’s Kenan-Flagler Business School and his M.B.A. in Finance from Emory University’s Goizueta Business School. He holds the Chartered Financial Analyst® designation.