Profile
Mr. Whalen co-founded Trinity Capital Advisors in 1989, which merged into Sterling Capital Management in 1991.
Prior to that Mr. Whalen worked for nine years at NCNB, first in the Funds Management Division and later in the Investment Banking Division.
Mr. Whalen is a graduate of Brown University where he received a BA in Biology and Psychology.
He was named a Faculty Fellow and received his MBA from Duke University.
Former positions of Mark M. Whalen
| Companies | Position | End |
|---|---|---|
Sterling Capital Management LLC
 Sterling Capital Management LLC Investment ManagersFinance 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. | Investment Committee Member | 31/12/2007 |
Epic Data International, Inc.
 Epic Data International, Inc. Information Technology ServicesTechnology Services Epic Data International, Inc. manufactures operations management and warehouse management solutions. The firm provides installation and post sales support to the aerospace, defense, automotive, high technology and heavy industrial equipment manufacturers in North America and Western Europe. It develops transaction software and hardware interfaces between custom and enterprise resource planning systems and electronic data capture systems. The company was founded by Helmut Eppich in 1975 and is headquartered in Richmond, Canada. | Sales & Marketing | - |
| NCNB Corp | Corporate Officer/Principal | - |
Training of Mark M. Whalen
| Brown University | Undergraduate Degree |
| Duke University | Masters Business Admin |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 3 |
|---|---|
Sterling Capital Management LLC
Sterling Capital Management LLC Investment ManagersFinance 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. | Finance |
| NCNB Corp | Finance |
Epic Data International, Inc.
Epic Data International, Inc. Information Technology ServicesTechnology Services Epic Data International, Inc. manufactures operations management and warehouse management solutions. The firm provides installation and post sales support to the aerospace, defense, automotive, high technology and heavy industrial equipment manufacturers in North America and Western Europe. It develops transaction software and hardware interfaces between custom and enterprise resource planning systems and electronic data capture systems. The company was founded by Helmut Eppich in 1975 and is headquartered in Richmond, Canada. | Technology Services |
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