Truist Advisory Services Investment Advisory Group

Our Investment Advisory Group (IAG) is composed of dedicated analysts who provide unique investment insights, compelling strategies, and actionable guidance to help meet clients’ investment goals.

Investment Advisory Group leadership

Oscarlyn Elder, CFA, CAIA

Co-Chief Investment Officer

Keith Lerner, CFA, CMT

Co-Chief Investment Officer, Chief Market Strategist

Portfolio & market strategy

Michael Skordeles, AIF®

Head of U.S. Economics

Dylan Kase, CFA, CAIA

Team Lead, Senior Investment Strategy Analyst

Fixed income strategies

Chip Hughey, CFA

Managing Director, Fixed Income

Evan Moog, CFA

Senior Fixed Income Investment
Analyst

Alternative investments research | Hedge funds & private investments

Spencer Boggess

Managing Director – Alternative Investments

Will Repath

Senior Analyst – Private Equity & Alternative Investments

IAG engagement

Sabrina Bowens-Richard, CFA, CAIA

Head of IAG Client Engagement and Diverse Asset Manager Solutions

Colleen Silver, CFA

Head of IAG Advisor Engagement and Sustainable Investing
 

Equity strategies

Scott Yuschak, CFA

Managing Director – Equity Strategies