Our Team

Sterling Advisors' team of knowledgeable and experienced professionals has a long and successful track record in serving sophisticated individual and institutional investors.

Our distinguished team benefits from our proprietary analysis and external sources of research—providing them with exceptional insight and giving our clients the benefit of fully integrated wealth management.

Experience is the common denominator of our portfolio managers, with many of our senior investment professionals having over 30 years of experience. In addition to our experienced veterans, Sterling Advisors also focuses on the development of younger talent who bring fresh perspective to our investment committees and research process.

Our combination of experienced wisdom honed through multiple market cycles and an influx of new ideas enables us to continue to be responsive to changing and evolving markets.

Denise Merinar Head of Sterling Advisors & Senior Managing Director

150 S. Warner Road, Suite 200
King of Prussia, PA 19406

Email: dmerinar@bbtsterling.com

Phone: 610-687-6800

Denise Merinar leads the Sterling Advisors team and brings more than 30 years of investment management and trust experience. She is a member of the senior leadership group of BB&T Securities with additional management responsibilities and sits on its Investment Advisory Committee. Denise began her tenure in the business as an institutional trust officer with an expertise in ERISA in 1986. She has been with BB&T Securities since 2002 and has worked with both retail and institutional clients throughout her career. She earned her bachelor's degree from Virginia Tech.

Bernard A. Francis Jr. Regional Executive & Senior Managing Director

150 S. Warner Road, Suite 200
King of Prussia, PA 19406

Email: bfrancis@bbtsterling.com

Phone: 610-687-6800

Bernard Francis brings more than 37 years of investment management experience to Sterling Advisors. He began his tenure with Valley Forge Asset Management, LLC, a predecessor firm of Sterling Advisors, in 1991. Bernard served as chief investment officer at Susquehanna Trust & Investment Company as well as senior vice president and group executive of Wealth Management for its parent company Susquehanna Bancshares, Inc. (SBI). Bernard was also the director of Stratton Mutual Funds and a member of the SBI Executive Committee where he served as the chairman of the board for Semper Trust Company and Stratton Management Company. Prior to joining Sterling Advisors, Bernard was a founder, director and senior vice president of Rittenhouse Financial Services, in Philadelphia, Pennsylvania. He earned his bachelor's degree from Temple University.

Michael F. Swallow Senior Vice President & Chief Administrative Officer

150 S. Warner Road, Suite 200
King of Prussia, PA 19406

Email: mswallow@bbtsterling.com

Phone: 610-687-6800

Michael Swallow is responsible for managing the administrative and operations departments and brings more than 21 years of industry experience. Prior to joining Valley Forge Asset Management, a predecessor firm of Sterling Advisors, in 2002, Michael served as vice president of finance for Sturdivant & Co. and chief financial officer at Penn Capital Management. He holds a bachelor's degree from Drexel University and has earned the CPA designation.

James E. Gibson Managing Director & Regional Director of Portfolio Management

150 S. Warner Road, Suite 200
King of Prussia, PA 19406

Email: jgibson@bbtsterling.com

Phone: 610-687-6800

James Gibson heads the large-cap core team at Sterling Advisors. James began his investment management career in 1980 and joined Valley Forge Asset Management, LLC, a predecessor firm of Sterling Advisors, in 1995. Prior to joining the firm, he served as senior portfolio manager for PNC Bank, portfolio manager for Sanwa McCarthy Securities and investment advisor for Midland Walwyn Corp. He earned his bachelor's degree in economics from the University of Western Ontario and a bachelor's degree in finance from the University of Windsor, Ontario.

John A. Affleck Managing Director & Senior Portfolio Manager

150 S. Warner Road, Suite 200
King of Prussia, PA 19406

Email: jaffleck@bbtsterling.com

Phone: 610-687-6800

John Affleck heads the large-cap value team at Sterling Advisors. He began his financial services career in 1968 with the Trust Department of Provident National Bank in Philadelphia, where he served as an assistant vice president and investment portfolio manager. In 1979, he joined Stratton Management Company, a predecessor firm of Sterling Advisors, where he served as president and chief executive officer of the company. John serves on numerous civic boards and is currently an Overseer at William Penn Charter School and a Trustee of Woodmere Art Museum and the Philadelphia Orchestra. He earned his bachelor's degree in pre-law from Lafayette College and his MBA from Temple University.

Jason T. Pepe Vice President & Portfolio Manager

150 S. Warner Road, Suite 200
King of Prussia, PA 19406

Email: jpepe@bbtsterling.com

Phone: 610-687-6800

Jason Pepe joined Valley Forge Asset Management, LLC, a predecessor firm of Sterling Advisors, in 2004. Previously, Jason served as an investment advisor with Waddell & Reed, Inc. He earned his bachelor's degree from Pennsylvania State University and his MBA from Villanova University.

Jeffrey S. McCallum Senior Vice President & Account Executive

150 S. Warner Road, Suite 200
King of Prussia, PA 19406

Email: jmccallum@bbtsterling.com

Phone: 610-687-6800

Jeffrey McCallum joined Widmann Siff, a predecessor firm of Sterling Advisors, in 1985 and served the company in both investment and operational capacities. His investment management experience includes extensive research, analysis and long-term portfolio management. He was formerly with the Vanguard Group of Investment Companies. Jeffrey earned his bachelor's degree from Bowdoin College and holds a master's degree from Bryn Mawr College. In addition, he has served on Bryn Mawr's investment committee.

Kelly C. Malloy Senior Vice President & Account Executive

150 S. Warner Road, Suite 200
King of Prussia, PA 19406

Email: kmalloy@bbtsterling.com

Phone: 610-687-6800

Kelly Malloy is responsible for serving the firm's high-net-worth clientele and assisting in targeted sales efforts. She joined Valley Forge Asset Management, LLC, a predecessor firm of Sterling Advisors, in 1983. During her tenure, she has been involved in various management areas, including compliance, administration and finance. Kelly graduated with a bachelor's degree from Shippensburg State College.

Frank C. Corace Senior Vice President & Account Executive

150 S. Warner Road, Suite 200
King of Prussia, PA 19406

Email: fcorace@bbtsterling.com

Phone: 610-687-6800

Frank Corace joined Valley Forge Asset Management, LLC, a predecessor firm of Sterling Advisors, in 1976. Frank earned his bachelor's degree from La Salle University and has been in the financial services industry since 1970. Previously, Frank worked on Merrill Lynch's Institutional Development team in Jenkintown, Pennsylvania.

Kim M. Davis Vice President & Account Executive

150 S. Warner Road, Suite 200
King of Prussia, PA 19406

Email: kdavis@bbtsterling.com

Phone: 610-687-6800

Kim Davis has worked in the investment management industry since 1976. Throughout her career, she has held several positions at Sterling Advisors and its predecessor firms, including vice president, chief compliance officer, operations and financial principal and head trader. Prior to joining Sterling Advisors, Kim was employed by Kidder, Peabody & Company, Inc.

Michael J. Foster Senior Vice President & Account Executive

150 S. Warner Road, Suite 200
King of Prussia, PA 19406

Email: mfoster@bbtsterling.com

Phone: 610-687-6800

Michael Foster has worked in the financial services industry since 1995. Prior to joining Sterling Advisors in 2000, Michael was a senior vice president with Fleet Bank and a CPA with a large accounting firm. Michael earned his bachelor's degree from Saint Joseph's University in Philadelphia, Pennsylvania.

Amanda A. Rice Senior Vice President & Portfolio Manager

150 S. Warner Road, Suite 200
King of Prussia, PA 19406

Email: arice@bbtsterling.com

Phone: 610-687-6800

Amanda Rice joined Stratton Management Company, a predecessor firm of Sterling Advisors, in 2011. Amanda has close to 30 years of experience in the investment management industry and serves on Sterling Advisors' investment working group. Prior to joining Sterling Advisors Amanda was Director, Planned Giving at Abington Health Foundation and Vice President and Portfolio Manager at Glenmede Trust Company. Amanda began her investment career at J&W Seligman in New York City. Amanda earned her bachelor's degree from Williams College and her MBA from the Fuqua School of Business at Duke University. Amanda is a member of the CFA Institute and the CFA Society of Philadelphia, where she served on the board for several years. She is also a member of the Philadelphia Estate Planning Council. She is a member of the investment committee of The Acorn Club and is co-chair of her Williams College class Planned Giving Committee.

Michael J. Adams Senior Vice President & Portfolio Manager

150 S. Warner Road, Suite 200
King of Prussia, PA 19406

Email: madams@bbtsterling.com

Phone: 610-687-6800

Michael Adams joined Stratton Management Company, a predecessor firm of Sterling Advisors, in 1998. His previous positions include vice president at Bucks County Bank/CoreStates Investment Advisor and portfolio manager at Girard Bank/Mellon Bank. Michael earned his MBA from La Salle University.

Morris Disston Senior Vice President & Portfolio Manager

150 S. Warner Road, Suite 200
King of Prussia, PA 19406

Email: mdisston@bbtsterling.com

Phone: 610-687-6800

Morris Disston joined Stratton Management Company, a predecessor firm of Sterling Advisors, in 1990. Prior to joining the firm, he served as president at Wood, Struthers & Winthrop and first vice president at Drexel Burnham Lambert. Morris earned his bachelor's degree from Trinity College.

Jared V. Quereau Vice President & Portfolio Manager

150 S. Warner Road, Suite 200
King of Prussia, PA 19406

Email: jquereau@bbtsterling.com

Phone: 610-687-6800

Jared Quereau joined Stratton Management Company, a predecessor firm of Sterling Advisors, in 2015. His previous positions include head trader at Great Point Capital, LLC, and registered representative at Charles Schwab & Company. He holds his bachelor's degree in finance from the University of Colorado.

Henricus Vroegh Account Executive

150 S. Warner Road, Suite 200
King of Prussia, PA 19406

Email: hvroegh@bbtsterling.com

Phone: 610-687-6800

Harry Vroegh brings more than 20 years of investment management experience to the team. He began his career in 1993 at Widman, Siff & Company, a predecessor firm of Sterling Advisors. He earned his master's degree from the Illinois Institute of Technology.