About Us
Sterling is not just our name; it’s our character and our well-earned reputation. Our principals have been investing our own capital and on behalf of others for more than 50 years. Upholding our name and identity is a responsibility we believe to be of the highest importance.
We focus on strategies that align with our partners’ goals to preserve and grow investments. We serve and are trusted by a wide array of investors from around the world. We currently manage and administer over $9 Billion of Assets in real estate investment, development, lending, infrastructure and bank and trust services.
Sterling is the owner and operator of Sterling Bank & Trust, providing customized financial solutions, and the owner of Sterling Trust, a 50 year-old trust company which provides a range of fiduciary and administrative services to clients around the world.
By the numbers
Team Members
65+
AUM and administration
$9B+
Current projects under development
$1B+
Vision & Values
People. Passion. Performance
At Sterling, our stewardship over your investments is a responsibility we take very seriously. Our well-earned reputation for creating long-term, multi-generational value is underpinned by aligning our interests with yours.
Everyone on the Sterling investment management team has a tremendous passion for what we do, and at our heart is a performance-based culture that focuses on delivering long-term value. All of Sterling’s principals and senior managers have a significant personal investment alongside our investors, assuring strong alignment of interest.
Leadership
Our leadership team has decades of proven perspectives to deliver successful results. We are a complementary team of world class institutional real estate investors, fund managers, developers, lenders, asset and property managers focused on performance. We see and touch every aspect of our business.
We believe this provides us with knowledge of our business that very few investment managers have. Our entrepreneurial spirit and extensive network of contacts across the globe, allows us to execute our strategy and positively impact the communities in which we operate.
David Kosoy
Executive Chairman & Founder, Director
Stephen Tiller
Chief Executive Officer, Director
Brent Chapman
President & Chief Operating Officer, Director
Ross Brennan
Managing Director, Director
Adam Kosoy
Executive Vice President & Managing Director, USA
Bill Green
President, Sterling Global Developments
Khaalis Rolle
President, Sterling Global Advisory Services
Kenue McPhee
Chief Financial Officer
Tim Rider
Executive Vice President, Corporate Development
Scott Appleton
Chief Technology Officer
Cory Macculloch
Managing Director, Sterling Trust (Cayman) Limited
Patrick Milot-Daignault
Managing Director
Todd M.J. Beneby
Managing Director, Sterling Bank & Trust
Karyn Phuong
Vice President, Investor Relations
Celeste Christie
Sales and Marketing Manager
Stacy Lubin
Project Manager, Environment & Operations
Awards
2020: Most Outstanding Alternative Asset Management Firm
2018: Hedge Fund Award for Best Private Debt Fund
2017: PCMA Mortgage Fund Award
2017: Best Fund Manager
2017: Barclay Managed Funds Report (“BMFR”) Award, Fixed Income, Past Three Years Ranked by Compound Annual Return
2016: Best Fixed Income Mortgage Backed Fund0
2016: Best Mortgage-Backed Fixed Income Fund (5 Years)
2016: Yearly Award, Fixed Income, Mortgage Backed Ranked by Net Return
2016: Performance Award, Fixed Income, Mortgage Backed Ranked by Net Return
News
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Yahoo News: Sterling Global Financial Founder David Kosoy Talks 2020 & Year Ahead
Sterling Global Financial was founded and operates on the principles of people, passion, and performance; a focus that has repeatedly earned the international diversified investment management firm numerous awards in its space over the years. With top-tier talent rounding out the team, and their own principals and managers continuously investing personal capital into projects, developments, […]
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Robb Report: Home of the Week – Montage Cay
Legend has it there’s a treasure trove of silver pieces of eight buried on a tiny castaway island just off Marsh Harbour in the Bahamas. Back in the 1700s, one of the original, swashbuckling pirates of the Caribbean, Matthew Lowe, hung out here, giving the island its centuries-old name of Matt Lowe Cay. According to Bahamian […]
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Prime Minister commends ongoing Hurricane Hole Marina redevelopment
NASSAU, BAHAMAS — Against the backdrop of the nearly completed Sterling Commons and construction transforming a historic marina into the Hurricane Hole Superyacht Marina at Paradise Landing, Prime Minister Dr Hubert Minnis today lauded developer Sterling Global Financial for a “vision that was turning a dream into reality and benefitting the Bahamian economy”. “I think […]
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Hurricane Hole Superyacht Marina begins construction
Construction has begun on Hurricane Hole Marina on Paradise Island. Renamed, Hurricane Hole Superyacht Marina at Paradise Landing, the facility has been completely reimagined to include luxury residences, retail services, dining and a variety of amenities designed for owners, guests and crew. The completion of the marina is scheduled for Q4 2021. Read more
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Montage International and Sterling Global To Open Luxury Resort On Private Island In Bahamas
Montage Hotels & Resorts, a global leader in luxury hotel management, will open its first resort in the Caribbean. Located on Montage Cay in The Abacos Islands, the resort will include a five star hotel and a residential community on a 48-acre private island. The property will offer an unmatched resort experience in the Bahamas, with […]
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Sterling Global Appoints Stacy Lubin Project Manager, Environment & Operations
November 03, 2020 Sterling Global Financial, with more than $500 million in resort and residential developments presently underway in The Bahamas, has announced the appointment of lead environmental expert and advisor Stacy Lubin, M.Sc., as Project Manager with responsibility for Environment and Operations. Read more
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Montage Hotels & Resorts In Partnership With Sterling Global Financial Announces New Private-Island Retreat In The Bahamas Opening 2023
Montage Hotels & Resorts today announces Montage Cay, a 48-acre private-island resort and residential community in The Abacos Islands in the Bahamas. Owned in partnership with Sterling Global Financial, the project will see the rebranding and complete redevelopment of the private island of Matt Lowe’s Cay in The Abacos, re-emerging as Montage Cay, alongside the launch of The Residences […]
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Khaalis Rolle appointed president of Sterling Advisory Services
Sterling Global Financial has announced the appointment of former Cabinet minister and businessman Khaalis Rolle as president of its recently launched division, Sterling Advisory Services. Sterling Global Financial is a prominent global alternative asset manager focused on real estate. Sterling has over $10 billion in assets under management and administration and is a winner of […]
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Sterling Trust Appoints In-House Counsel
Sterling Trust (Cayman) Limited, an affiliate of Sterling Global Financial Ltd., has appointed Yvette Ratchford as in-house counsel. Ratchford has experience as an attorney covering all aspects of Cayman Islands trust law advisory and litigation. She has advised trustees, protectors and other office holders on various contentious and non-contentious matters. While practising in England, she […]
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Slate Securities L.P. to be Appointed Canadian Manager and Trustee of Sterling Mortgage Income Fund
On Monday, July 15, 2019, resolutions were passed by unitholders to appoint Slate Securities L.P. as manager and trustee of Sterling Mortgage Income Fund effective on or about August 6, 2019. Sterling Mortgage Income Fund is a trust governed by the laws of the Province of Ontario that has been formed to provide access to […]
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