Managing Director, Fixed Income

As Truist Advisory Services, Inc.’s managing director, fixed income, Chip leads the Investment Advisory team responsible for establishing Truist’s fixed income strategy and outlook. In this role, Chip also works with the Portfolio & Market Strategy team managing portfolios, providing strategic and tactical asset allocation and capital marketing research, and creating custom-constructed portfolio solutions.

Additionally, Chip provides client advisory services addressing client requests for ad hoc fixed income reviews and analysis. Chip authors Truist’s Fixed Income Perspective, Portfolio Construction Guides, and co-authors the Market Navigator and other related topical and market strategy communications. Chip is a frequent contributor to financial media, including Bloomberg, Barron’s, CNN, CNBC, Reuters, Yahoo, and the Wall Street Journal.

Experience

Chip has more than 19 years of investment experience in asset allocation strategies, portfolio management, investment research, market strategy, and new business development. Prior to joining Truist in 2020, Chip joined Truist Investment Services, Inc. predecessor BB&T Scott & Stringfellow in 2015 serving as the head of fixed income strategy & services. Chip led the firm’s fixed income investment platform and coordinated its portfolio management and execution strategies. He also served as a co-portfolio manager for BB&T Scott & Stringfellow’s proprietary Global Core ETF Strategies.

Chip also worked at Caprin Asset Management, LLC in Richmond, VA as a vice president and senior trader. There he was responsible for all municipal bond and ETF execution and published the firm’s market commentaries. At Caprin, Chip served as a voting member of the investment committee, credit committee, and was named partner of the firm in 2012.

Industry associations

  • Appointed by the Governor of Virginia to the Debt Capacity Advisory Committee
  • Member of the CFA Institute
  • Member of the board of directors of the CFA Society of Virginia
  • Member of the Bond Club of Virginia
  • Member of the Focus Club of Richmond
  • Chair of the Citizens’ Budget Advisory Committee for Chesterfield County, VA

Linked InEducation & designations

  • Chartered Financial Analyst (CFA) designation
  • Bachelor’s degree in psychology, University of Virginia

Linked InAreas of focus

  • Fixed income markets & strategy
  • Economic outlook focusing on U.S. economy
  • Interest rate and Fed policy outlook
  • Portfolio construction & asset allocation

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    Additional resources

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