Head of Investment Management, Senior Managing Director

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.

She is also a creative force behind Truist Wealth’s award-winning podcast, *I’ve Been Meaning To Do That*, where she explores ideas that matter to investors. Oscarlyn is passionate about translating Truist Wealth’s investment insights into meaningful results for clients

Experience

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.

Industry associations

  • Member of the CFA Institute
  • Member of the CAIA Association

Community outreach

Oscarlyn has a long history of being active in her community through multiple non-profit involvements. She’s a current board member of the Virginia Council on Economic Education, as well as an MCV Foundation trustee, treasurer, and investment committee chair. 

Linked InEducation & designations

  • Chartered Financial Analyst (CFA) charter holder
  • Chartered Alternative Investment Analyst (CAIA) charter holder
  • MBA, Fuqua Scholar, Fuqua School of Business, Duke University
  • Bachelor’s degree, summa cum laude and Phi Beta Kappa honors, University of Richmond

Linked InAreas of focus

  • Investment strategy
  • Portfolio construction & management
  • Alternative Investments
  • Client experience & engagement
  • Change leadership

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    Additional resources

    Broaden your horizons with Truist Perspectives, and ignite your potential with our latest podcast, “I’ve Been Meaning To Do That.”

    Expand your perspective

    Truist Perspectives gives you the tools, tactics, and ideas to help ignite your potential and broaden your horizons.

    I’ve been meaning to do that: From purpose to action

    Join Truist Wealth’sHead of Investment Management, Oscarlyn Elder, to learn how purpose can impact your portfolio.

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