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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

More about Oscarlyn to learn about Oscarlyn Elder.

Keith Lerner, CFA, CMT

Co-Chief Investment Officer, Chief Market Strategist

More about Keith to learn about Keith Lerner.

Portfolio & market strategy

Michael Skordeles, AIF®

Head of U.S. Economics

More about Michael to learn about Michael Skordeles.

Dylan Kase, CFA, CAIA

Team Lead, Senior Investment Strategy Analyst

More about Dylan to learn about Dylan Kase.

Fixed income strategies

Chip Hughey, CFA

Managing Director, Fixed Income

More about Chip to learn about Chip Hughey.

Evan Moog, CFA

Senior Fixed Income Investment
Analyst

More about Evan to learn about Evan Moog.

Alternative investments research | Hedge funds & private investments

Spencer Boggess

Managing Director – Alternative Investments

More about Spencer to learn about Spencer Boggess.

Will Repath

Senior Analyst – Private Equity & Alternative Investments

More about Will to learn about Will Repath.

IAG engagement

Sabrina Bowens-Richard, CFA, CAIA

Head of IAG Client Engagement and Diverse Asset Manager Solutions

More about Sabrina to learn about Sabrina Bowens-Richard.

Colleen Silver, CFA

Head of IAG Advisor Engagement and Sustainable Investing
 

More about Colleen to learn about Colleen Silver.

Equity strategies

Scott Yuschak, CFA

Managing Director – Equity Strategies

More about Scott to learn about Scott Yuschak.
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Disclosures

Truist Bank, Member FDIC. © 2024 Truist Financial Corporation. Truist, the Truist logo and Truist Purple are service marks of Truist Financial Corporation.

Equal Housing Lender

Investment and Insurance Products:

  • Are Not FDIC or any other Government Agency Insured
  • Are Not Bank Guaranteed
  • May Lose Value

TRUIST is a service mark of Truist Financial Corporation (Truist) and its affiliates.

Services provided by Truist Financial Corporation (Truist) affiliates: Banking products and services, including loans and deposit accounts, provided by Truist Bank, Member FDIC. Trust and investment management services provided by Truist Bank. Securities, brokerage accounts and /or annuities offered by Truist Investment Services, Inc., an SEC registered broker-dealer, and member FINRA and SIPC, and a licensed insurance agency. Investment advisory services offered by Truist Advisory Services, Inc. and GFO Advisory Services, LLC, SEC registered investment advisers. Some insurance products offered by Truist Investment Services, Inc. Other insurance products offered by McGriff Insurance Services, LLC (McGriff), Kensington Vanguard National Land Services, LLC (Kensington Vanguard) and Crump Life Insurance Services, LLC (Crump). Truist Life Insurance Services (TLIS) is a division of Crump, Arkansas License #100103477. Variable insurance material is for broker-dealer or registered representative use only. Variable products distributed by P.J. Robb Variable (PJRV), LLC, Arkansas License #100110185. Member FINRA.

McGriff, Kensington Vanguard, Crump, TLIS, and PJRV are not affiliated with Truist Financial Corporation or any of its subsidiaries.

Truist Securities is a trademark of Truist Financial Corporation. Truist Securities is a trade name for the corporate and investment banking services of Truist and its subsidiaries. All rights reserved. Securities and strategic advisory services are provided by Truist Securities, Inc., member FINRA and SIPC. Lending, financial risk management, and treasury management and payment services are offered by Truist Bank.

Mortgage products and services are offered through Truist Bank. All Truist mortgage professionals are registered on the Nationwide Mortgage Licensing System & Registry (NMLS), which promotes uniformity and transparency throughout the residential real estate industry. Search the NMLS Registry.

Comments regarding tax implications are informational only. Truist and its representatives do not provide tax or legal advice. You should consult your individual tax or legal professional before taking any action that may have tax or legal consequences.

"Truist Advisors" may be officers and/or associated persons of the following affiliates of Truist, Truist Investment Services, Inc., and/or Truist Advisory Services, Inc. Truist Wealth, International Wealth, Center for Family Legacy, Business Owner Specialty Group, Sports and Entertainment Group, and Legal and Medical Specialty Groups are trade names used by Truist Bank, Truist Investment Services, Inc., and Truist Advisory Services, Inc.

Applications, agreements, disclosures, and other servicing communications provided by Truist Bank and its subsidiary businesses will be provided in English. As a result, it will be necessary for customers to speak, read and understand English or to have an appropriate translator assisting them. Truist offers the following resources for consumers that have Limited English Proficiency:

  • Multilingual teammates available at our Multicultural Banking Centers
  • Materials for some products and services are available in Spanish, Korean, Vietnamese, Mandarin, and other languages spoken in the communities we serve.
  • Phone assistance in Spanish at 844-4TRUIST (844-487-8478), option 9. For assistance in other languages please speak to a representative directly.

New York City residents:

Translation or other language access services may be available. When calling our office regarding collection activity, if you speak a language other than English and need verbal translation services, be sure to inform the representative. A description and translation of commonly-used debt collection terms is available in multiple languages at http://www.nyc.gov/dca.

  • Limited English Proficiency Support
  • New York City residents

Borrowers with Limited English Proficiency (LEP) needing information can use the following resources:

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