Keith Lerner, CFA, CMT, is the Chief Investment Officer and Chief Market Strategist at Truist Wealth. In this capacity, he oversees the Investment Advisory Group (IAG), where he is responsible for leading the firm's investment strategy and global outlook. His role involves guiding portfolio positioning and supervising the fixed income, equity, and portfolio solutions teams.
At Truist Wealth, part of Truist, a top 10 U.S. commercial bank, Lerner helps shape the overall investment outlook.