Family Office
Truist Wealth
Truist Wealth is the wealth management arm of Truist Financial Corporation. The firm provides investment research, portfolio construction, market analysis, and fund due diligence.CIO Keith Lerner led the firm's investment approach. Lerner, who has been with the firm since 2005, previously served as a portfolio manager …
Decision-makers
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Managing Director, Equity Strategies
Jeremy Bender
Vice President & Investment Manager
Will Repath
Senior Analyst, Private Equity & Alternative Investments
Maria Asher
Senior Vice President & Investment Manager
Perry Huang
Investment Analyst
Scott Yuschak
Managing Director, Equity Strategies
Matthew Senter
Investment Analyst
Kyle Tardiff
Investment Analyst
Jim Fisher
Senior Vice President, Investment Manager
Linda Guella
Managing Director & Senior Investment Manager
Evan West
Senior Investment Associate
Evan Moog
Vice President & Senior Fixed Income Analyst
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