303 Peachtree St NE
31st Floor,
Atlanta, GA 30308-3200
I am an Investment Portfolio Manager with Truist Wealth, providing proactive, personalized investment management and client service, and developing disciplined, risk-adjusted asset management solutions tailored to help meet individual client objectives. I have been serving client investment needs for over 14 years, working in various positions in the financial services industry, including pension specialist and investment portfolio specialist.
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