Vince Atkinson,
CFA®, CAIA
Senior Vice President
Investment Manager
Truist Bank
Senior Vice President
Investment Manager
Truist Bank
214 North Tryon St
33rd Floor,
Charlotte, NC 28202
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 14 years of financial services, retirement planning, and investment management experience and has been at SunTrust/Truist for the last 6 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. He currently lives in Huntersville, North Carolina with his wife and children.
Investment Adviser Representative, Truist Advisory Services, Inc.
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Education
Master of Business Administration
Wake Forest University
2006
Bachelor of Commerce in Finance
Concordia University
2000
Locations
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Map
214 North Tryon St,
33rd Floor, Charlotte, NC 28202
Office hours
Mon–Fri: 9am–5pm ET Sat: Closed Sun: Closed
Location data unavailable at this time. We apologize for the inconvenience.
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