Co-Chief Investment Officer, Chief Market Strategist

As co-chief investment officer and chief market strategist, Keith co-leads the Investment Advisory Group (IAG) responsible for allocating investment capital to help meet clients’ financial goals. Keith and his team deliver timely insights and portfolio guidance about global markets and economies, as well as manage Truist’s strategic and tactical asset allocation guidance, portfolio solutions, and equity and fixed income strategies.

Keith is a prolific writer, authoring Truist’s Market Perspective and leading the development of the group’s flagship Market Navigator publication. Keith is a frequent contributor to financial media, including CNBC, Bloomberg, Reuters, and the Wall Street Journal. Keith’s approach is to cut through the noise of the day and deliver key and accessible insights to advisors and clients.

Experience

Keith has more than 27 years of investment strategy experience. He joined SunTrust Robinson Humphrey in 2005 and shortly thereafter assumed the role of chief market strategist, focusing on market trends and quantitative analytics. He transitioned to a similar role for Truist’s Investment Advisory Group and led the Portfolio & Market Strategy team before being named co-chief investment officer.

Prior to his career with Truist and predecessor organizations, Keith was a portfolio manager in Bank of America’s private bank. Before that, he was a founding member of Charles Schwab’s trading analytics group, a team focused on fundamental and technical analysis. Keith is based in Atlanta.

Industry associations

  • Member of the CFA Institute
  • Member of CFA Society Atlanta
  • Member of the Market Technicians Association

Linked InEducation & designations

  • Chartered Financial Analyst (CFA) designation
  • Chartered Market Technician (CMT) designation
  • Bachelor’s degree, University of Central Florida

Linked InAreas of focus

  • Global tactical asset allocation
  • Market & investment strategy
  • Tying macroeconomic themes to our market outlook

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

    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.

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