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Keith Lerner Cfa Cmt

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Keith Lerner Cfa Cmt

Co-Chief Investment Officer | Chief Market Strategist, Truist Advisory Services, Inc., Truist Wealth | Truist

Atlanta, Georgia, United States

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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.

General

Specialist

Technical Background

Leadership Experience

Long-Term Tenure

Professional interests

Industry-specific interests

Emerging Technologies

Leadership Development

Organisational experience

Corporate Experience

Keith Lerner Cfa Cmt

Work Experience

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Co-Chief Investment Officer | Chief Market Strategist, Truist Advisory Services, Inc., Truist Wealth at

Truist

September 2021 - Present

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Chief Market Strategist | MD, Portfolio & Mkt Strategy,Truist Advisory Services, Inc.,Truist Wealth at

Truist

February 2021 - August 2021

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Chief Market Strategist | Managing Director, Portfolio & Market Strategy at

Truist

January 2017 - January 2021

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Chief Market Strategist|Portfolio Manager at

Suntrust Bank

July 2011 - December 2016

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Chief Market Strategist|Portfolio Manager at

SunTrust Investment Services, Inc.

September 2009 - July 2011

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Chief Market Strategist|Portfolio Manager at

SunTrust Robinson Humphrey

July 2007 - September 2009

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Quant Analyst|Portfolio Manager at

SunTrust Robinson Humphrey

July 2005 - July 2007

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Portfolio Manager at

Bank of America Corporation

November 2002 - July 2005

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Senior Investment Specialist/Trading Analytics Group at

Charles Schwab

January 1997 - November 2002

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Keith Lerner Cfa Cmt

Education

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

mail

************@truist.com

************@suntrust.com

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