Podcast seriesI’ve Been Meaning to Do That: From Purpose to Action
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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.
Head of Investment Management, Truist Advisory Services, Inc.
With more than 25 years in financial services—and over two decades focused on wealth and investment management—Oscarlyn brings deep expertise and strategic vision to her role as Head of Investment Management at Truist Bank.
The Investment Management Group is comprised of approximately 100 investment professionals who are dedicated to helping high net worth and ultra-high net worth clients achieve their long-term financial goals. Under her leadership, the group delivers tailored portfolio strategies that reflect deep market insight and an unwavering commitment to client outcomes.
Prior to her current role, Oscarlyn served as Co-Chief Investment Officer for Truist Advisory Services, where she shaped the investment offering and led the evolution of Truist Wealth’s Alternative Investments platform. She also focused on elevating advisor and client engagement efforts.
Oscarlyn’s experience spans equity and portfolio analysis, direct portfolio management for high-net-worth and ultra-high-net-worth clients, and leadership of client-facing investment teams. Her work continues to influence how Truist delivers investment excellence across its wealth platform.
