Vince Atkinson

Vince Atkinson, CFA®, CAIA
Senior Vice President Investment Manager Truist Bank

214 North Tryon St

33rd Floor,

Charlotte, NC 28202

vince.atkinson@truist.com

Phone 704-526-4442

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About me

Background

Vince Atkinson is an Investment Manager with Truist Wealth. He follows a disciplined process of assessing a client’s financial situation, determining risk tolerance, forming an appropriate investment strategy, and rebalancing portfolios. Vince is responsible for the investment management, asset allocation and product selection for client accounts.

Vince offers clients more than 17 years of financial services, retirement planning, and investment management experience and has been at Truist for the last nine years. From 2010 – 2016, Vince worked on portfolios at Abbot Downing, which was the ultra-high net worth family office of Wells Fargo. Vince has his bachelor’s degree in finance from Concordia University and an MBA from Wake Forest University – Babcock School of Management. He is a Chartered Financial Analyst, a Chartered Alternative Analyst and is an active member in the CFA Society of North Carolina.

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

Education

Master of Business Administration
Wake Forest University 2006
Bachelor of Commerce in Finance
Concordia University 2000

Personal Interests

Vince has his bachelor’s degree in finance from Concordia University and an MBA from Wake Forest University – Babcock School of Management. He is a Chartered Financial Analyst, a Chartered Alternative Analyst and is an active member in the CFA Society of North Carolina.

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

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