Podcast seriesI’ve Been Meaning to Do That: From Purpose to Action
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Episodes
Oscarlyn Elder and her guests explore ways you can learn about financial planning and balancing your portfolio with your purpose. These lively discussions address different topics, including how to keep supporting what you value—even in retirement, how to find out if your investments are environmentally sound, getting the best returns while adhering to your values, and the intrinsic rewards of values-based investing.
Co-Chief Investment Officer, Truist Advisory Services, Inc.
As co-chief investment officer, Oscarlyn Elder co-leads the Investment Advisory Group responsible for allocating investment capital to help meet clients’ financial goals, as well as addressing how emerging investment innovations should be reflected for clients. Her team sources investment managers and solutions for the benefit of Truist clients, enables diverse asset manager solutions, and drives communication with advisors and clients.
In a prior role, she focused on the intersection of technology, investment management, and client and investment professional experiences. She also led a team of investment professionals, who advised high and ultra-high net worth clients on the development and implementation of investment strategies.
Oscarlyn has more than 25 years of experience in financial services, including mortgage and retail banking, investment banking, equity research, investment strategy development, and portfolio management.
The impact of purpose
Purple Paper
Living your purpose can help you stay on track with your financial plan. Our Truist Purple PaperSM tells you why.
