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Keith Lerner Cfa Cmt
Keith Lerner Cfa Cmt
Co-Chief Investment Officer | Chief Market Strategist, Truist Advisory Services, Inc., Truist Wealth | Truist
Atlanta, Georgia, United States
Keith Lerner Cfa Cmt
Summary
Keith Lerner is a seasoned finance professional with extensive experience in investment strategy and portfolio management. As Co-Chief Investment Officer and Chief Market Strategist at Truist Wealth, he leads a team focused on developing innovative investment strategies for a diverse clientele. Keith is not only a thought leader in the financial sector but also a media spokesperson who frequently shares insights on major networks like CNBC and Bloomberg. His writing contributions to prestigious publications such as The Wall Street Journal and Bloomberg showcase his expertise and thought leadership. With a background that spans over two decades in various financial roles, Keith has cultivated a deep understanding of asset allocation and market dynamics. He is also an advocate for Type 1 Diabetes, highlighting his commitment to social causes. His educational foundation in finance from the University of Central Florida complements his practical experience in the banking industry.
Keith Lerner Cfa Cmt
Work Experience
Co-Chief Investment Officer | Chief Market Strategist, Truist Advisory Services, Inc., Truist Wealth at
Truist
September 2021 - Present
Chief Market Strategist | MD, Portfolio & Mkt Strategy,Truist Advisory Services, Inc.,Truist Wealth at
Truist
February 2021 - August 2021
Chief Market Strategist | Managing Director, Portfolio & Market Strategy at
Truist
January 2017 - January 2021
Chief Market Strategist|Portfolio Manager at
Suntrust Bank
July 2011 - December 2016
Chief Market Strategist|Portfolio Manager at
SunTrust Investment Services, Inc.
September 2009 - July 2011
Chief Market Strategist|Portfolio Manager at
SunTrust Robinson Humphrey
July 2007 - September 2009
Quant Analyst|Portfolio Manager at
SunTrust Robinson Humphrey
July 2005 - July 2007
Portfolio Manager at
Bank of America Corporation
November 2002 - July 2005
Senior Investment Specialist/Trading Analytics Group at
Charles Schwab
January 1997 - November 2002
Keith Lerner Cfa Cmt
Education
University of Central Florida - College of Business Administration, Bachelors Of Science
Frequently Asked Questions about Keith Lerner Cfa Cmt
What is Keith Lerner Cfa Cmt email address?
Keith Lerner Cfa Cmt's primary email address is ************@truist.com. To view the full verified email and additional contact details, sign up for free with Muraena.
What company does Keith Lerner Cfa Cmt work for?
Keith Lerner Cfa Cmt is a Co-Chief Investment Officer | Chief Market Strategist, Truist Advisory Services, Inc., Truist Wealth at Truist, a company specializing in Functions related to depository banking.
Where Keith Lerner Cfa Cmt graduated from?
Keith Lerner Cfa Cmt holds a degree in Finance from University of Central Florida - College of Business Administration.
How can I directly contact Keith Lerner Cfa Cmt?
To contact Keith Lerner Cfa Cmt directly, you can use the email address ************@truist.com. Complete contact information is available upon registration with Muraena.
Who is Keith Lerner Cfa Cmt?
Keith Lerner is a seasoned finance professional with extensive experience in investment strategy and portfolio management. As Co-Chief Investment Officer and Chief Market Strategist at Truist Wealth, he leads a team focused on developing innovative investment strategies for a diverse clientele. Keith is not only a thought leader in the financial sector but also a media spokesperson who frequently shares insights on major networks like CNBC and Bloomberg. His writing contributions to prestigious publications such as The Wall Street Journal and Bloomberg showcase his expertise and thought leadership. With a background that spans over two decades in various financial roles, Keith has cultivated a deep understanding of asset allocation and market dynamics. He is also an advocate for Type 1 Diabetes, highlighting his commitment to social causes. His educational foundation in finance from the University of Central Florida complements his practical experience in the banking industry.
Keith`s contact details
************@truist.com
************@suntrust.com
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