Jeremy Bender

Jeremy P. Bender, CFA®
Investment Manager

303 Peachtree St NE

Atlanta, GA 30308-3200

About me

Background

Jeremy Bender is an Investment Manager with Truist Wealth. He offers clients more than 10 years of investment management and financial services experience, with a team approach that brings together specialists in investments, financial planning, credit, and estate strategies. Jeremy is a Chartered Financial Analyst® (CFA®) charterholder. 

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

Education

BBA, Finance
Georgia State University 2008 2012

Personal Interests

Jeremy is a native of Atlanta, GA and earned his bachelor’s degree in Finance from Georgia State University. He is also a member of the CFA Institute and CFA Society of Atlanta. Prior to his career in investment management, Jeremy served for several years as an active-duty Infantryman in the United States Army.

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

  • 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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