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Keith Lerner
Directeur en chef des Investissements chez Truist Advisory Services, Inc.
Provenance du réseau au premier degré de Keith Lerner
Entité | Type d'entité | Industrie | |
---|---|---|---|
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
| Subsidiary | Investment Managers | 4 |
Graphique Sociétés connectées au second degré
Relation dans plusieurs entreprises
Sociétés connectées à Keith Lerner via son réseau personnel
Société | Secteur | Personnes liées | Poste principal |
---|---|---|---|
WELLS FARGO & COMPANY | Major Banks | Corporate Officer/Principal | |
Truist Securities, Inc.
![]() Truist Securities, Inc. Investment Banks/BrokersFinance Truist Securities, Inc. is a registered broker-dealer headquartered in Atlanta, Georgia. The firm was founded in 1894 as SunTrust Robinson Humphrey, Inc. In 2020, the firm was renamed following the integration of SunTrust Robinson Humphrey and BB&T Capital Markets. The firm is a subsidiary of Truist Financial Corp. (NYSE: TFC) and is an active market maker in equity and fixed-income products. Truist Securities delivers a comprehensive range of strategic advisory, capital raising, risk management, and financing solutions, as well as a dynamic suite of sales, trading, and research services in both fixed-income and equity. Their strategies are carefully tailored to meet the needs and vision of their clients. | Investment Banks/Brokers | Corporate Officer/Principal | |
Oxford Finance LLC
![]() Oxford Finance LLC Investment ManagersFinance Oxford Finance LLC (Oxford Finance) is a private equity subsidiary of WCP Holdings LLC founded in 2002 by J. Alden Philbrick IV. The firm is headquartered in Alexandria, Virginia. | Investment Managers | Private Equity Investor | |
Duke University
![]() Duke University Other Consumer ServicesConsumer Services Duke University is an academic university that offers undergraduate, graduate and professional programs. It also has publications and research services. The university was founded in 1838 and is headquartered in Durham, NC. | College/University | Masters Business Admin | |
Scott & Stringfellow, Inc.
![]() Scott & Stringfellow, Inc. Investment Banks/BrokersFinance Part of Truist Financial Corp., Scott & Stringfellow, Inc. is a company that provides investment banking services. The company is based in Richmond, VA. Scott & Stringfellow was acquired by BB&T Corp. on October 02, 1997. | Investment Banks/Brokers | President | |
Wake Forest University | College/University | Masters Business Admin Masters Business Admin | |
GFO Advisory Services LLC
![]() GFO Advisory Services LLC Investment ManagersFinance GFO Advisory Services LLC (GFOAS) is a SEC-registered investment advisor and hedge fund manager headquartered in Jupiter, Florida. The firm was founded in 1989 and formerly known as GenSpring Family Offices LLC and prior to that Asset Management Advisors LLC. They are owned by GenSpring Holdings, Inc., a subsidiary of Truist Financial Corp. (NYSE: TFC). GFOAS is the general partner/managing member and/or investment adviser to a group of privately pooled investment vehicles. | Investment Managers | Chief Investment Officer Chief Investment Officer | |
American University | College/University | Undergraduate Degree | |
University of Richmond | College/University | Undergraduate Degree | |
Williams College | College/University | Undergraduate Degree | |
Piedmont Aviation Component Services LLC
![]() Piedmont Aviation Component Services LLC Aerospace & DefenseElectronic Technology Piedmont Aviation Component Services LLC provides aviation repair services. The company is headquartered in Greensboro, NC. | Aerospace & Defense | Corporate Officer/Principal | |
James G. Davis Construction Corp.
![]() James G. Davis Construction Corp. HomebuildingConsumer Durables James G. Davis Construction Corp. provides construction services. It offers construction management, lean construction, preconstruction, quality standards, specialized renovation, sustainability, and virtual construction. The company was founded by James G. David Sr. in 1966 and is headquartered in Rockville, MD. | Homebuilding | Corporate Officer/Principal | |
US Department of Commerce (District of columbia) | General Government | Corporate Officer/Principal | |
US Department of Defense (District of Columbia) | Sovereign | Corporate Officer/Principal | |
Atlanta Symphony Orchestra
![]() Atlanta Symphony Orchestra Movies/EntertainmentConsumer Services Atlanta Symphony Orchestra provides entertainment services through orchestra. The company was founded on February 9, 1939 and is headquartered in Atlanta, GA. | Movies/Entertainment | Director/Board Member | |
The Westminster Schools (Georgia)
![]() The Westminster Schools (Georgia) Other Consumer ServicesConsumer Services The Westminster Schools operates schools and educational institutions. It is a Christian, independent day school for boys and girls from pre-first through high school. The school was founded in 1951 and is headquartered in Atlanta, GA | College/University | Undergraduate Degree | |
National Foundation For Advancement in the Arts, Inc.
![]() National Foundation For Advancement in the Arts, Inc. Miscellaneous Commercial ServicesCommercial Services National Foundation For Advancement in the Arts, Inc. nurtures young artist. It assist artists at critical junctures in educational and professional development. The company was founded by Lin Arison and Ted Arison in 1981 and is headquartered in Miami, FL. | Miscellaneous Commercial Services | Director/Board Member | |
Harvard Business School | College/University | Masters Business Admin | |
Truist Investment Services, Inc.
![]() Truist Investment Services, Inc. Investment Banks/BrokersFinance Part of Truist Financial Corp., Truist Investment Services, Inc. provides brokerage services. The company is based in Atlanta, GA. The company was founded in 1985. Joseph Marberry Thompson has been the CEO of the company since 2014. | Investment Banks/Brokers | Chief Executive Officer | |
TRUIST FINANCIAL CORPORATION | Regional Banks | Corporate Officer/Principal | |
University of North Carolina at Chapel Hill | College/University | Undergraduate Degree |
Statistiques
Internationale
Etats-Unis | 28 |
Sectorielle
Finance | 15 |
Consumer Services | 10 |
Government | 3 |
Electronic Technology | 2 |
Consumer Durables | 2 |
Opérationnelle
Corporate Officer/Principal | 11 |
Undergraduate Degree | 5 |
Chief Investment Officer | 5 |
President | 5 |
Masters Business Admin | 4 |
Relations les plus connectées
Insiders | |
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Joe Thompson | 11 |
Ernie Dawal | 11 |
Matthew Pulley | 7 |
Dorothy Elder | 6 |
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