Brian P. Killory, CFA, CFP®, DBA

Experience

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  SunTrust

  May 1987 - Aug 1996

  Commercial Credit Analysis Dept. Mgr./ Financial Advisor

  After graduating from Stetson University, I served in 4 roles for SunTrust over the first 9.5 years of my career, with positions as Commercial Credit Analysis Dept. Mgr. and Financial Advisor roles covering five of those years.

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  Florida Southern College

  May 1992 - Jul 1996

  Adjunct Instructor

  Taught Investments and Corporate Finance courses in the Evening Program.

• 

  Webber International University

  Aug 1996 - Jul 1999

  Assistant Professor of Finance

  Taught Investments, Managerial Finance, Financial Institutions and Corporate Finance Full-Time at the undergraduate and graduate levels, while completing my Doctoral degree at NSU. I also was a member of the founding faculty team that created the MBA program for the university.

• 

  SunTrust

  Jul 1999 - Oct 2003

  I served as a client-facing investment portfolio manager within the Personal Asset Management Group(PAM), responsible for account management and engagement of clients and prospects. Upon completing my Doctoral degree, I moved my family to Atlanta and rejoined SunTrust to serve as a Shareholder Value Consultant in the Financial Advisory Group(FinAG), to middle market clients of Corporate and Investment Banking. My role involved preparing and delivering shareholder value insights to financial executives of client companies. The group was dissolved in Dec. 2000.

  • Portfolio Manager

    Dec 2000 - Oct 2003

  • Shareholder Value Consultant

    Jul 1999 - Dec 2000
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  SunTrust Investment Services, Inc.

  Oct 2003 - Apr 2006

  Financial Advisor
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  Wells Fargo Advisors

  Apr 2006 - Aug 2010

  Financial Advisor
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  Truist Wealth

  Jan 2010 - now

  Senior Vice President & Investment Manager at Truist Wealth
• 

  SunTrust

  Sept 2010 - Apr 2018

  Portfolio manager for accounts within the Foundations and Endowments Specialty Practice, as well as the Private Wealth division of SunTrust Bank. Member of the Portfolio Construction Committee from 2013 -2016.

  • Institutional Investment Portfolio Manager

    Jan 2012 - Apr 2018

  • Financial Advisor

    Sept 2010 - Feb 2012