Background
Jamie is an Investment Manager with Truist Wealth. In this role, he provides proactive, personalized investment management and client service, and develops disciplined asset management solutions tailored to individual client objectives. Jamie offers clients more than 25 years of financial services and investment management experience. Prior to joining Truist, Jamie worked at Brown Brothers Harriman and Credit Suisse in investment and relationship roles serving high net worth individuals, institutions and not-for-profits. He started his career in roles as an equity and credit analyst.
Registered
Representative, Truist Investment Services, Inc., Investment Adviser
Representative, Truist Advisory Services, Inc.
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