Head of IAG Client Engagement

Sabrina Bowens-Richard is head of our Investment Advisory Group's client engagement team for Truist Advisory Services, Inc. In her role, she leads the strategy, development, and execution in delivering Truist Wealth's investment expertise to meet the ongoing needs of our clients. Her team supports refining and disseminating our investment content to enhance user experiences and drive content strategy and engagement. In addition, she has led the effort in fostering inclusive investment strategies on Truist Wealth’s platform. Moreover, she has cultivated differentiated thought leadership to support client preferences in implementing inclusive strategies in their portfolios. Prior to this role, Sabrina spent 11 years as an integral member of the Investment Advisory team responsible for establishing Truist’s investment strategy and outlook. 

Experience

Sabrina has nearly thirty years of investment experience in asset allocation strategies, portfolio management, investment research, market strategy, and new business development. Sabrina has also enhanced research processes for boutique investment firms. Prior to joining Truist’s Investment Advisory Group, Sabrina was a senior asset allocation strategist with Truist’s predecessor SunTrust’s institutional investment solutions line of business and was a member of the group’s investment committee. 

Sabrina’s prior positions include asset allocation specialist with RidgeWorth Capital Management, vice president and portfolio manager for Decatur Capital Management, and research analyst at Peachtree Asset Management. 

Sabrina also worked in the Latin American strategy research and international money management divisions at Smith Barney in New York City. 

Industry associations

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

Linked InEducation & designations

  • Chartered Financial Analyst (CFA) designation
  • Chartered Alternative Investment Analyst (CAIA) designation
  • MBA, Goizueta Business School, Emory University
  • Bachelor’s degree, business administration/ finance, Clark Atlanta University 
  • Studied French and international business at the College Internationale de Cannes in Cannes, France

Linked InAreas of focus

  • Content strategy development and IAG expertise 
  • Investment philosophy and process 
  • Portfolio guidance across client segments 
  • Market strategy and outlook 
  • Differentiated perspectives in investment management 

Insights recommended by the IAG team

Market Pulse – January 12, 2026

Market Pulse – January 12, 2026

Market Pulse January 12, 2026

Market views heading into the week highlight what we're watching and important news ahead.

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Market views heading into the week of October 27, 2025 highlight what we're watching and important news ahead

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    Economic commentary – Surprise unemployment rate drop in December likely throws cold water on Fed rate cut

    Economic commentary – Surprise unemployment rate drop in December likely throws cold water on Fed rate cut

    Economic Commentary Surprise unemployment rate drop in December likely throws cold water on Fed rate cut

    Our view on the economy including rationale on GDP, jobs report, and Fed policy decisions.

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    01/09/2026
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    Our view on the economy including rationale on GDP, jobs report, and Fed policy decisions.

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      Market Navigator January 2026

      Market Navigator January 2026

      Market Navigator January 2026 edition

      Our monthly Market Navigator provides regular and timely economic and investment strategy views.

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      01/05/2026
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      Our monthly flagship publication is packed full of timely economic and investment strategy views

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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’s Head of Investment Management, Oscarlyn Elder, to learn how purpose can impact your portfolio.

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