Jennifer Cobleigh,
CFA®
Managing Director
Senior Investment Manager
Managing Director
Senior Investment Manager
7220 Wisconsin Ave
Bethesda, MD 20814
About me
Background
Jennifer Cobleigh is a Senior Investment Manager focused in Truist Wealth’s GenSpring segment, responsible for the introduction and management of Truist’s investment process for a limited number of ultra-high net-worth clients. She joined the firm’s GenSpring Family Offices business in 2016.
Prior to joining GenSpring, Jenny was a Senior Investment Officer at The George Washington University, where she was part of the team that managed the university’s endowment. Her responsibilities spanned equities, fixed income, real assets, hedge funds and private equity.
Jenny began her career in New York, where she spent more than a decade as an investment banker. She specialized in mergers & acquisitions and financial restructuring, advising boards of directors, senior executives and business owners globally on corporate transactions and corporate finance.
Jenny earned her M.B.A. from The Wharton School of the University of Pennsylvania (Palmer Scholar) and her B.A. from the University of Virginia (Phi Beta Kappa). She holds the CFA designation and is a member of the CFA Institute and the CFA Society of Washington, DC.
Investment Adviser Representative, Truist Advisory Services, Inc.
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Education
Master of Business Administration
The Wharton School, University of Pennsylvania
2001
Bachelor of Arts
University of Virginia
1994
Specialties
Investment management
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
