Miguel Ponce

Miguel Ponce, Jr. CFA®, CFP®, CAIA
Vice President Investment Manager

214 N Tryon St

32nd Floor,

Charlotte, NC 28202-0026

About me

Background

Miguel Ponce is an Investment Manager for Truist Wealth, offering more than 25 years of investment, trust, private banking and wealth management experience. For the last two decades, Miguel has helped his clients navigate their investment portfolios through shifting market conditions. He is responsible for the day-to-day management of over $400MM in investment assets. Miguel’s commitment to his clients has driven him to earn multiple industry recognized designations to help provide unique, goals-based investment portfolios that carefully align with his clients’ risk tolerance and financial priorities.

Miguel holds the Chartered Financial Analyst designation, the CERTIFIED FINANCIAL PLANNER™ designation and the Chartered Alternative Investment Analyst designation. 

Education

Finance
California State University – Northridge 2005

Personal Interests

Miguel is active member in the CFA Society of North Carolina; where he served as a board member for several years. He currently co-chairs the Metrolina HOPE business resource group at Truist. Miguel and his wife, Roxanne, are the proud parents of three sons. Outside of work and volunteer events, Miguel enjoys hikes with his rescue pup (Peppa) and traveling.

Specialties

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

  • 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

  • Trust formation and planning strategies, corporate trustee and executor services, trust administration and management, successor and irrevocable life insurance trustee, Delaware and dynasty trusts

  • 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

To
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