Brian Harhai

Brian Harhai, CFA®, CFP®
Senior Vice President Senior Investment Manager Truist Bank

303 Peachtree Street NE

15th Floor,

Atlanta, GA 30308

brian.harhai@truist.com

Phone 404-419-3257

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About me

Background

As a Truist Wealth investment manager, Brian Harhai is responsible for the communication and implementation of Truist's investment process with ultra-high net worth clients. This includes investment policy formation, asset allocation, investment selection, overall portfolio management, client communication, and delivering periodic investment reviews.

Throughout his career at Truist, Brian has been an active participant in GenSpring’s Family Investment Officer Council, the Investment Advisory Group’s (IAG) Investment Policy Committee, the Fixed Income Strategy Committee, a group overseeing estate investments, and IAG’s Strategic Core Equity team.

Brian holds a Bachelor of Science in Accountancy from Wake Forest University, and he maintains his CPA license state of North Carolina. Further, he is a Chartered Financial Analyst (CFA) holder and has earned the CERTIFIED FINANCIAL PLANNER™ designation. Brian is a member of the Financial Planning Association, the CFA Institute, and the CFA Society Atlanta where he has served as both a committee member and an instructor for the Atlanta Society’s CFA review course.

Investment Adviser Representative, Truist Advisory Services, Inc.
Check the background of this investment professional on FINRA's BrokerCheck

Education

Accounting, B.S.
Wake Forest University 1995

Specialties

  • Market strategy insights, strategic and tactical asset allocation guidance, open-architecture investing platform, long-term investment strategies, alternative investments, private equity and debt offerings, and more

  • Market strategy insights, strategic and tactical asset allocation guidance, open-architecture investing platform, long-term investment strategies, alternative investments, private equity and debt offerings, and more

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