Keith Lerner

Chief Investment Officer at Truist Advisory Services, Inc.

Finance

Consumer Services

Profile

Keith Joseph Lerner is currently working as the Co-Chief Investment Officer at Truist Advisory Services, Inc. Prior to this, he attended the University of Central Florida for his undergraduate degree.

Keith Lerner active positions

Companies	Position	Start
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.	Chief Investment Officer	31/08/2021

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Training of Keith Lerner

University of Central Florida

Undergraduate Degree

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Linked companies

Private companies	1
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.	Finance