Keith Lerner
Chief Investment Officer at Truist Advisory Services, Inc.
Active connections
| Name | Gender | Age | Linked companies | Collaboration |
|---|---|---|---|---|
| Joe Thompson | M | - |
Truist Advisory Services, Inc.
 Truist Advisory Services, Inc. Investment ManagersFinance Truist Advisory Services, Inc. (TAS), formerly known as SunTrust Advisory Services, Inc., is a SEC-registered investment advisor headquartered in Atlanta, Georgia. The firm is a separate, wholly owned, non-bank indirect affiliate of Truist Financial Corp. (NYSE: TFC). TAS provides investment advisory services to individuals, corporations and other business entities, charitable organizations and not-for-profit organizations. | 10 years |
| Dorothy Elder | F | - |
Truist Advisory Services, Inc.
Truist Advisory Services, Inc. Investment ManagersFinance Truist Advisory Services, Inc. (TAS), formerly known as SunTrust Advisory Services, Inc., is a SEC-registered investment advisor headquartered in Atlanta, Georgia. The firm is a separate, wholly owned, non-bank indirect affiliate of Truist Financial Corp. (NYSE: TFC). TAS provides investment advisory services to individuals, corporations and other business entities, charitable organizations and not-for-profit organizations. | 3 years |
Connections Chart
Multi-company connection
Former connections
| Name | Gender | Age | Linked companies | Collaboration |
|---|---|---|---|---|
| Ernie Dawal | M | - |
Truist Advisory Services, Inc.
Truist Advisory Services, Inc. Investment ManagersFinance Truist Advisory Services, Inc. (TAS), formerly known as SunTrust Advisory Services, Inc., is a SEC-registered investment advisor headquartered in Atlanta, Georgia. The firm is a separate, wholly owned, non-bank indirect affiliate of Truist Financial Corp. (NYSE: TFC). TAS provides investment advisory services to individuals, corporations and other business entities, charitable organizations and not-for-profit organizations. | - |
| Matthew Pulley | M | - |
Truist Advisory Services, Inc.
Truist Advisory Services, Inc. Investment ManagersFinance Truist Advisory Services, Inc. (TAS), formerly known as SunTrust Advisory Services, Inc., is a SEC-registered investment advisor headquartered in Atlanta, Georgia. The firm is a separate, wholly owned, non-bank indirect affiliate of Truist Financial Corp. (NYSE: TFC). TAS provides investment advisory services to individuals, corporations and other business entities, charitable organizations and not-for-profit organizations. | 4 years |
Statistics
| Country | Connections | % of total |
|---|---|---|
| United States | 4 | 100.00% |
Age of Connections
Active
Past
Male
Female
Members of the board
Executives
Origin of connections
- Stock Market
- Insiders
- Keith Lerner
- Personal Network
