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
Patrick Milot-Daignault
Managing Director
Todd M.J. Beneby
Managing Director, Sterling Bank & Trust
Sarah Beukes
Financial Controller
Karyn Phuong
Vice President, Investor Relations
Celeste Christie
Sales and Marketing Manager
Stacy Lubin
Project Manager, Environment & Operations
Nick Brennan
Director
Awards
2022: Sterling Mortgage Income Fund Class A has ranked number 1 in the Fixed Income – Mortgage Backed Category for December 2022
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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New Article Explains Why Low Season in The Bahamas Isn’t a Thing Anymore
16% increase in summer 2023 flight bookings compared to 2019 Summer vacations to The Bahamas and the Caribbean are increasingly popular, and a new article from Bloomberg explains why the old idea of a low season in these islands is a thing of the past. The article by Lebawit Lily Germa cited a March 2023 […]
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Private Credit's Rising Role in Commercial Real Estate
Bloomberg Article Says ‘Shadow Lenders’ are Increasingly Important Private credit is playing an even more significant role in funding commercial real estate loans in America, according to a recent article from Bloomberg. An April 2023 article by Carmen Arroyo and John Sage said while regional banks account for approximately 70% of American banks’ commercial real […]
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Private Island Living Comes to the Bahamas
The Residences at Montage Cay combine serene seclusion with ease of access where the Atlantic horizon becomes a blur of sky and ocean blues, surrounded by calm waters, colorful reefs and relaxing beaches. With the debut of The Residences at Montage Cay in the Abacos, you can add the exclusive lifestyle of a private island […]
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Sterling Global Financial targets bridge loan opportunities in European expansion
The alternative lender is looking to grow its evergreen global Mortgage Income Fund to $500m in the next two years.
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Hurricane Hole Grand Opening
After extensive marina and upland improvements, the Hurricane Hole Superyacht Marina celebrated its grand opening at the end of 2022. After a two-phase overhaul, the campus on Paradise Island, Bahamas can now accommodate superyachts up to 420’ in length. Upland improvements included the renovation and expansion of luxury dockside residences as well as a wine […]
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Sterling Global Financial and 2Hoops Productions Awards $90,000 to Community Organizations in The Bahamas
Paradise Island, The Bahamas, 05/25/23 — Sterling Global Financial, Hurricane Hole Marina and 2Hoops Productions will give a generous donation to financially empower three local organizations that help the people of The Bahamas through a unique partnership program. The premier deep-water marina, its owner and developer, Sterling Global Financial Limited and 2Hoops Productions, announced today […]
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Sterling’s Top-Rated Marina in The Bahamas Adds Another Amenity for Yacht Captains and Crews
The New Captain’s Lounge and Crew Gym Opened May 24 at Hurricane Hole Superyacht Marina on Paradise IslandThe team at Sterling Global Financial Limited is proud to announce the opening of another unique amenity at the best marina in The Bahamas. On Wednesday, May 24, the new Captain’s Lounge and Crew Gym opened its doors […]
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Carnivale Sets Groundbreaking for New Restaurant in the Heart of The Bahamas
Latin Fusion Eatery with the Motto “Live a Colorful Life” is Coming to Hurricane Hole Superyacht Marina Paradise Island, The Bahamas — A lively Chicago restaurant celebrating Latin cuisine, love, and a zest for life is taking a Bahamian approach to its forthcoming second location in the heart of The Bahamas. Carnivale Bahamas celebrated its […]
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Sterling Global Financial and JTC Announce Innovative Partnership
Following a rigorous selection process, Sterling Global Financial is pleased to announce that it has entered into a strategic partnership with JTC, a leading global provider of private client, corporate and fund services. JTC will be providing trust and corporate administration services for clients, while Sterling Global Financial will continue to provide world-class alternative asset […]
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Leading Developer and Luxury Hospitality Company Unveil $300+ Million Abaco Luxury Development, Montage Cay
NASSAU, BAHAMAS. – With hard hats, shovels and broad smiles, the nation’s leaders joined a top developer and executives of a leading luxury hospitality company today, officially breaking ground on a $300+ million resort, residential and marina project in Abaco to be known as Montage Cay, opening late 2024. The project, already underway, is a […]
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