Keith Lerner, CFA, CMT in

Keith Lerner, CFA, CMT

Enigma · DISC type icd
Co-Chief Investment Officer | Chief Market Strategist, Truist Advisory Services, Inc., Truist Wealth at Truist Wealth
📍 Atlanta, Georgia, United States

Professional overview including current role context, leadership scope, domain focus, and career trajectory to help you understand background relevance before outreach.

Key behavioral and communication insights including interaction style, decision-making tendencies, and motivation drivers to tailor messaging and personalize conversations.

Business priorities, areas of interest, and practical outreach recommendations that can improve conversion quality for this professional.

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Experience
28 Years
Current Role
Co-Chief Investment Officer | Chief Market Strategist, Truist Advisory Services, Inc., Truist Wealth
Job Level
Leadership
Location
Atlanta, Georgia, United States
Personality Overview

How Keith shows up

Fast Follower
Persuasive & Assertive
Friendly Yet Blunt

They can sound friendly and charming but can quickly change gears to become inquisitive and probing They are likely to ask many questions and look heavily for supporting proof as well as information. They are generally strong communicators and are not easy to convince.

Priorities

Topics Keith cares about

Strategic Priorities
Topic insights and context to help personalize outreach and discovery conversations.
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Career

Work history

9-2021
Co-Chief Investment Officer | Chief Market Strategist, Truist Advisory Services, Inc., Truist Wealth
Truist Wealth
2-2021 - 8-2021
Chief Market Strategist | MD, Portfolio & Mkt Strategy,Truist Advisory Services, Inc.,Truist Wealth
Truist Wealth
1-2017 - 1-2021
Chief Market Strategist | Managing Director, Portfolio & Market Strategy
SunTrust
7-2011 - 12-2016
Chief Market Strategist|Portfolio Manager
SunTrust
9-2009 - 7-2011
Chief Market Strategist|Portfolio Manager
SunTrust Investment Services
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
Bachelors of Science
University of Central Florida - College of Business Administration
Social presence
in
Behavioral profile

DISC profile (public)

i

Influence (I)

Influence (I) reflects the degree to which a person prefers to work by influencing or persuading others. Those scoring high tend to be people oriented, motivated by social recognition and building relationships.

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