David Riley

David C. Riley, CFA®
Senior Vice President Investment Center Team Leader

303 Peachtree St NE

31st Floor,

Atlanta, GA 30308-3200

David.Riley@Truist.com

Phone 404-813-0296

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About me

Background

David Riley is an Investment Center Team Leader with Truist Wealth. In this role, David manages a team of ten investment professionals located in Atlanta, GA, Nashville, TN and Ponte Vedra Beach, FL. Collectively his team manages over $4 billion for Truist Wealth clients.  David also provides proactive, personalized investment management for his own clients. 

Starting in 2004, he held a number of roles with Trust's predecessor firm, SunTrust, including serving on the bank’s stock selection committee for the quality growth equity strategy and serving on the equity research team for quality growth. Prior to SunTrust he was a portfolio manager for UMB Bank in Kansas City, MO, and in charge of consumer discretionary and consumer staples equity research at UMB.

Earlier in his career, David spent several years as an active duty Finance Officer in the U.S. Army. He retired as a Lieutenant Colonel from the Army Reserve in 2012. David earned the Chartered Financial Analyst designation in 2003.  

Education

MBA, Business Administration and Management
Syracuse University
MS, Computer and Information Sciences and Support Services
Boston University
BS, Accounting
Florida A&M University

Personal Interests

David holds a Bachelor of Science degree in Accounting from Florida A&M University, a Master of Science in Computer Information Systems from Boston University, and a Master of Business Administration from Syracuse University. He serves on the board of trustees of the CFA Society of Atlanta, and co-chairs the CFA Research Challenge. He also serves on the board of directors of Nicholas House, chairing the Strategic Planning Committee and co-chairing the Corporate Leadership Council. 

Specialties

  • Market strategy insights, strategic and tactical asset allocation guidance, open-architecture investing platform, long-term investment strategies, alternative investments, private equity and debt offerings, and more

  • Market strategy insights, strategic and tactical asset allocation guidance, open-architecture investing platform, long-term investment strategies, alternative investments, private equity and debt offerings, and more

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