Mark D. Theriault, CFP®

Senior Vice President Senior Investment Manager Truist Bank

740 Battery Avenue

Suite 8500,

Atlanta, GA 30339

MARK.THERIAULT@TRUIST.COM

404-419-8340

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About me

Background

As Senior Vice President and Investment Manager at GenSpring | Truist Wealth, Mark partners with high-net-worth families and individuals to help them preserve and grow wealth across generations. His approach is rooted in disciplined portfolio management, strategic asset allocation, and thoughtful investment manager selection - always aligned with each client’s unique goals and values.

With nearly 30 years of experience in investment and financial services, Mark brings deep experience in designing and implementing customized strategies that deliver clarity, confidence, and long-term success. His role includes guiding clients through complex financial decisions, investment manager selection in traditional and alternative investments, optimizing custom portfolios, and ensuring performance remains consistent with their objectives.

During his time at GenSpring | Truist Wealth, Mark has served as an advisory member of the firm’s trading software and reporting systems, co-chair of the Portfolio Rebalancing and Trading Group, and Talent Development Group. Currently, he serves on the firm’s Portfolio Construction Group, which focuses on optimizing investment manager allocations and combinations in coordination with the firm’s strategic and tactical guidance in order to meet client’s goals and objectives.

Mark believes in a client commitment - that the client's priorities drive every decision that is made. His mission is to help clients navigate complexity with well-being and in order to achieve the financial outcomes that matter most to them and their family enterprise.

Investment Adviser Representative, Truist Advisory Services, Inc.

Check the background of this investment professional on FINRA's BrokerCheck

Education

Bachelor of Science

University of Georgia 1996

Personal Interests

Mark is very involved in the Towne Lake / Woodstock community where he resides with his wife and three daughters. When not reading the Fed's Beige Book or analyst stock reports, he enjoys golf, tennis, and traveling.

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Specialties

Financial planning

Cash-flow forecasting, business planning, asset accumulation strategies, savings and tax planning, executive compensation, retirement distributions

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

Investment planning

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