Managing Director – Equity Strategies

As managing director of equity strategies for Truist Advisory Services, Inc., Scott leads the Investment Advisory team responsible for establishing Truist’s equity strategy and outlook. In this role, Scott serves as lead portfolio manager, and his team manages two large cap equity strategies, Core Equity Income (CEI), and Strategic Core Equity (SCE), as well as portfolio commentaries and Reasons To Own company summaries and rationale. Scott and his team also co-author Truist’s Sector Strategy and other topical and stock-specific commentaries. Additionally, Scott provides client advisory services addressing client requests for ad hoc stock and sector reviews and analysis.

Experience

Since 2011, Scott has been an important contributor to the success of the SCE and CEI portfolios. He has also authored stock-specific and industry commentaries. His more-than-28 years of financial services experience includes roles at RidgeWorth Capital Management, a division of SunTrust, where he served as midcap core portfolio manager and worked with the firm’s short-term fixed income group. Scott is based in Atlanta.

Industry associations

  • Chartered Financial Analyst (CFA) charterholder, CFA Institute

Linked InEducation & designations

  • Chartered Financial Analyst (CFA) designation
  • MBA, The Ohio State University
  • Bachelor’s degree, The Ohio State University

Linked InAreas of focus

  • Market & investment strategy
  • Equity strategy
  • Sector strategy
  • Information technology (IT) sector, including artificial intelligence (AI)
  • Portfolio construction

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 Head of Investment Management, Oscarlyn Elder, to learn how purpose can impact your portfolio.

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