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

    {0}

    {0}

    {2}
    {6}
    {7}
    {8}
    {9}
    {12}
    {10}
    {11}

    {3}

    {1}
    {2}
    {6}
    {8}
    {9}
    {10}
    {11}
    {14}
    {12}
    {13}
    {1}
    {2}
    {7}
    {8}
    {9}
    {10}
    {11}
    {14}
    {12}
    {13}

    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

    Truist Perspectives gives you the tools, tactics, and ideas to help ignite your potential and broaden your horizons.

    I’ve been meaning to do that: From purpose to action

    Join Truist Wealth’s Co-Chief Investment Officer, Oscarlyn Elder, to learn how purpose can impact your portfolio.

    Component ID : "accordionGridLayout-1194370725"
    Model : "disclaimer"
    Position : "left"

    Investment and Insurance Products:

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

    Colleen Silver is an investment adviser representative of Truist Advisory Services, Inc.

    Advisory managed account programs entail risks, including possible loss of principal and may not be suitable for all investors. Please speak to your advisor to request a firm brochure which includes program details, including risks, fees and expenses.

    Truist Wealth is a name used by Truist Financial Corporation. Banking products and services, including loans, deposit accounts, trust and investment management services provided by Truist Bank, Member FDIC. Securities, brokerage accounts, insurance/annuities offered by Truist Investment Services, Inc. member FINRA, SIPC, and a licensed insurance agency where applicable. Life insurance products offered by referral to Truist Insurance Holdings, LLC. and affiliates. Investment advisory services offered by Truist Advisory Services, Inc., Sterling Capital Management, LLC, and affiliated SEC registered investment advisers. Sterling Capital Funds advised by Sterling Capital Management, LLC.

    While this information is believed to be accurate, Truist Financial Corporation, including its affiliates, does not guarantee the accuracy, completeness or timeliness of, or otherwise endorse these analyses or market data.

    The opinions and information contained herein have been obtained or derived from sources believed to be reliable, but Truist Financial Corporation makes no representation or guarantee as to their timeliness, accuracy or completeness or for their fitness for any particular purpose. The information contained herein does not purport to be a complete analysis of any security, company, or industry involved. This material is not to be construed as an offer to sell or a solicitation of an offer to buy any security.

    Opinions and information expressed herein are subject to change without notice. TIS and/or its affiliates, including your Advisor, may have issued materials that are inconsistent with or may reach different conclusions than those represented in this commentary, and all opinions and information are believed to be reflective of judgments and opinions as of the date that material was originally published. TIS is under no obligation to ensure that other materials are brought to the attention of any recipient of this commentary.

    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.

    Investments involve risk and an investor may incur either profits or losses. Past performance should not be taken as an indication or guarantee of future performance.

    TIS/TAS shall accept no liability for any loss arising from the use of this material, nor shall TIS/TAS treat any recipient of this material as a customer or client simply by virtue of the receipt of this material.

    The information herein is for persons residing in the United States of America only and is not intended for any person in any other jurisdiction.

    Investors may be prohibited in certain states from purchasing some over-the-counter securities mentioned herein.

    The information contained in this material is produced and copyrighted by Truist Financial Corporation and any unauthorized use, duplication, redistribution or disclosure is prohibited by law.

    TIS/TAS’s officers, employees, agents and/or affiliates may have positions in securities, options, rights, or warrants mentioned or discussed in this material.

    ©2024 Truist Financial Corporation. Truist®, the Truist logo, and Truist are service marks of Truist Financial Corporation. All rights reserved.

    CN2023-6145601.1 EXP 12-2024

    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

    Services provided by the following affiliates of Truist Financial Corporation (Truist): Banking products and services, including loans and deposit accounts, are provided by Truist Bank, Member FDIC. Trust and investment management services are provided by Truist Bank, and Truist Delaware Trust Company. Securities, brokerage accounts and /or insurance (including annuities) are offered by Truist Investment Services, Inc., which is a SEC registered broker-dealer, member FINRA, SIPC, and a licensed insurance agency. Investment advisory services are offered by Truist Advisory Services, Inc., GFO Advisory Services, LLC., each SEC registered investment advisers.

    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.

    Truist Securities is a trademark of Truist Financial Corporation. Truist Securities is a trade name for the corporate and investment banking services of Truist Financial Corporation 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. Deposit products are offered by Truist Bank.

    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:

    Site footer

    Footer Navigation

    Banking products
    About Truist
    Resources
    Support

    © 2024, Truist. All Rights Reserved.