Head of IAG Advisor Engagement and Sustainable Investing

Colleen leads Truist Wealth’s Investment Advisory Group advisor engagement. In this role, she seeks to maximize the effectiveness of IAG’s investment advice and solutions for advisors across the wealth organization. Colleen has led Truist Wealth’s sustainable investing practice since 2022, working to fortify research best practices, investment solutions, and client engagement in this area.

Experience

Colleen has 16 years of experience providing investment advisory solutions. Prior to joining Truist, Colleen spent two years as co-lead of the sustainable investing business at a private wealth manager, focusing on client engagement and cross-functional initiatives. In that role, she developed portfolio management tools needed to bring clients from exploration to implementation of their values through multiple sustainable investing tools. Colleen also led the development and execution of the company’s initial shareholder engagement client offering.

During her time in the industry, Colleen has worked as a portfolio manager, providing comprehensive investment solutions and advice to high-net-worth individuals and foundations, and in various investment research, portfolio construction, and manager diligence roles.

Industry associations

  • Member of the CFA Institute
  • Member of CFA Society New York
  • Member of CFA Society New York – Sustainable Investing Group

Linked InEducation & designations

  • Chartered Financial Analyst (CFA) designation
  • Bachelor’s degree, finance and marketing majors, sociology minor, New York University’s Leonard N. Stern School of Business
  • NYU Stern Certificate in Corporate Sustainability

Linked InAreas of focus

  • Build resources and relationships to promote clarity on and ease of access to IAG’s investment advice and solutions
  • Act as IAG’s ambassador to advisors, amplifying bilateral connectivity and communications
  • Expand sustainable investing solutions and portfolio implementation guidance

Insights recommended by the IAG team

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    Additional resources

    Broaden your horizons with Truist Perspectives, and ignite your potential with our latest podcast, “I’ve Been Meaning To Do That.”

    Expand your perspective

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