Marcus Theriault

Marcus D. Theriault, CFP®
Senior Vice President Senior Investment Manager Truist Bank

303 Peachtree St NE

31st Floor,

Atlanta, GA 30308

MARK.THERIAULT@TRUIST.COM

Phone 404-419-8340

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About me

Background

With more than 26 years of experience across multiple investment and financial services industries, Mark is responsible for the introduction, implementation, and management of Truist Wealth GenSpring's investment process into client portfolios. His responsibilities include investment policy formation, asset allocation and portfolio management, investment manager selection in traditional and alternative investments, and client portfolio performance reviews.

During his time at Truist Wealth, Mark has served as an advisory member of the firm’s trading software systems, co-chair of the Portfolio Rebalancing and Trading Group, and Talent Development Group. Currently he serves on the firm’s Portfolio Construction Group, which focuses on optimizing investment manager allocations and combinations in coordination with the firm’s strategic and tactical guidance in order to address client's goals and objectives. 

Prior to joining Truist Wealth, Mark was a portfolio manager for Holcombe Financial Group, where he managed ultra-high-net-worth individuals and corporate profit-sharing plans. Prior to that, Mark was a relationship manager at Schwab Institutional, whereby he covered over 165 independent registered investment advisory firms totaling $3.6 billion in assets in Texas, Oklahoma, Louisiana, and Arkansas. In addition, Mark was an institutional bond trader at J.P. Turner & Company, LLC, a broker-dealer in Atlanta, Georgia.

Investment Adviser Representative, Truist Advisory Services, Inc.
Check the background of this investment professional on FINRA's BrokerCheck

Education

Bachelor of Science
University of Georgia 1996

Personal Interests

Mark is very involved in the Towne Lake/Woodstock community where he resides with his wife and three daughters.

Specialties

  • Cash-flow forecasting, business planning, asset accumulation strategies, savings and tax planning, executive compensation, retirement distributions

  • 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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