Diego Velez

Diego A. Velez, CFA®
Senior Vice President Investment Manager

1445 New York Ave NW

4th Floor,

Washington, DC 20005

diego.velez@truist.com

Phone 202-835-9293

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About me

Background

Diego Velez is an Investment Manager at Truist Wealth. He works with individuals and families in the Washington D.C. area to develop asset allocation strategies to address their long-term investment goals while seeking to manage multiple facets of risk. He has over 10 years’ experience in the field of asset management, including: portfolio management, equity research, and investment performance analysis. 

Prior to joining Truist Wealth, Mr. Velez worked as an Investment Strategist at Wells Fargo Private Bank in Washington, DC for 8 years and as an Investment Analyst at Cambridge Associates, LLC in Arlington, VA for 4 years.

Mr. Velez is a CFA® charterholder and a member of the CFA Society – Washington DC.

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

Education

Master of Business Administration
University of Maryland
Bachelor of Business Administration
James Madison University

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