Background
Luis Miranda is an Investment Manager within Truist Wealth. He is responsible for the management of Truist's investment process for ultra-high-net-worth clients. This includes investment policy formation, asset allocation, investment selection, ongoing portfolio management, and periodic investment reviews.
Luis has over 8 years of experience in the wealth management industry. Early in his career, he worked as an Equity Research Analyst. He transferred over to the wealth management space to service ultra-high-net-worth Latin American clients at J.P. Morgan and later at Citi Bank. He joined Truist in 2025 to continue servicing ultra-high-net-worth clients both domestic and international.
Luis holds the Chartered Financial Analyst (CFA) designation.
Investment Adviser Representative, Truist Advisory Services, Inc.
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Personal Interests
Luis is a member of the CFA institute and CFA Miami Society. In his free time, enjoys travelling with his family, competing in Ironman events, and other outdoor activities.