Robert Reich

Robert S. Reich, CFA®, CFP®
Investment Manager - GenSpring

777 Brickell Ave

9th Floor,

Miami, FL 33131-2803

Robert.Reich@Truist.com

Phone 305-442-3021

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About me

Background

Robert Reich is an Investment Manager for the GenSpring segment within Truist Wealth. He is responsible for the management of Truist’s investment process for a limited number of ultra-high net worth clients. This includes investment policy formation, asset allocation, investment selection, ongoing portfolio management, and periodic investment reviews. 

Robert has over 25 years of experience in the wealth management industry, over 20 of which are with Truist (formerly SunTrust Bank) in Miami. Early in his career he worked as a Financial Advisor for Morgan Stanley and a division of Bank of New York Mellon in Miami.   

Robert holds the Chartered Financial Analyst (CFA) designation and is a CERTIFIED FINANCIAL PLANNER professional (CFP®).   

Investment Adviser Representative, Truist Advisory Services, Inc.
Check the background of this investment professional on FINRA's BrokerCheck

Education

B.A.
University of Florida 1995
M.B.A.
Florida International University 2003

Personal Interests

Robert earned his M.B.A. from the Chapman Graduate School of Business at Florida International University, and his B.A. from The University of Florida. He is a member of the CFA Institute and CFA Miami Society, where he previously served as a board member. He is a Miami native, and in his free time enjoys travelling with his family, fishing, and other outdoor activities.

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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