Head of IAG Client Engagement and Diverse Asset Manager Solutions

Sabrina Bowens-Richard is head of our Investment Advisory Group’s client engagement and diverse asset manager solutions for Truist Advisory Services, Inc. In her role, she leads the strategy, development, and execution in delivering Truist Wealth’s investment expertise to meet the ongoing needs of our clients. In addition, she leads the effort in expanding Truist Wealth’s investment platform to include more diverse managers. To that end, she creates deeper awareness and education with internal and external partners to engage, support, and promote diverse managers, investment solutions, and capabilities. Prior to this role, Sabrina spent 11 years as an integral member of the Investment Advisory team responsible for establishing Truist’s investment strategy and outlook.

Experience

Sabrina has more than 28 years of investment experience in asset allocation strategies, portfolio management, investment research, market strategy, and new business development. Sabrina has also enhanced research processes for diverse investment firms. Prior to joining Truist’s Investment Advisory Group (IAG), Sabrina was a senior asset allocation strategist with Truist’s predecessor SunTrust’s institutional investment solutions line of business and was a member of the group’s investment committee.

Sabrina’s prior positions include asset allocation specialist with RidgeWorth Capital Management, vice president and portfolio manager for Decatur Capital Management, and research analyst at Peachtree Asset Management. She also worked in the Latin American strategy research and international money management divisions at Smith Barney in New York City.

Industry associations

  • Member of the CFA Institute
  • Member of CFA Society Atlanta
  • Member of the CAIA Association

Linked InEducation & designations

  • Chartered Financial Analyst (CFA) designation
  • Chartered Alternative Investment Analyst (CAIA) designation
  • MBA, Goizueta Business School, Emory University
  • Bachelor’s degree in business administration & finance, Clark Atlanta University
  • Studied French and international business at the College Internationale de Cannes in Cannes, France

Linked InAreas of focus

  • Content strategy development and IAG expertise
  • Diverse perspectives in investment management
  • Portfolio guidance for foundations and endowments, including HBCUs
  • Investment philosophy and process
  • Market strategy and 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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