Charles (Chuck) Grosvenor

Charles (Chuck) B. Grosvenor, CFA®, AIF®, CAIA
Senior Vice President Investment Manager

303 Peachtree St NE

31st Floor,

Atlanta, GA 30308-3200

About me

Background

Charles B. Grosvenor, is a Senior Vice President and Investment Manager with Truist Wealth. He offers clients more than 30 years of investment management experience working primarily with high net worth individuals and their families, companies and charities. 

Chuck has earned the professional designations of Chartered Financial Analyst, Chartered Alternative Investment Analyst and Accredited Investment Fiduciary. He is a native of Indianapolis, IN and has an undergraduate degree in Economics from Wabash College. Chuck lived in Boston, MA for 20 years after college and earned a Master of Science, Finance degree from Boston College. He also lived 8 years in Fort Worth, TX and was president of the Dallas/Fort Worth CFA Society. 

Chuck holds himself accountable to recommend strategies with your needs and goals in mind. These strategies are supported not only by vast experience from a team of specialists, but also highly attentive service and coordination of resources. Chuck takes the time to talk to you, get to know you and gain an understanding of the critical aspects of your financial life so that he can assess the interaction of multiple objectives and the far-reaching implication they can have on each other.

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

Education

Bachelor of Arts in Economics
Wabash College 1987
Master of Science in Finance
Boston College 1993

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

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