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David Riley, CFA

David Riley, CFA

Finance Officer

Followers of David Riley, CFA1000 followers
location of David Riley, CFAAtlanta, Georgia, United States

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  • Timeline

  • About me

    Senior Vice President, Investment Team Leader at Truist

  • Education

    • Syracuse University

      1995 - 1996
      Master of Business Administration (MBA) Business Administration and Management, General 3.8

      Activities and Societies: Army Comptrollership Program

    • Florida A&M University

      1986 - 1990
      Bachelor of Science (BS) Accounting 3.7

      Activities and Societies: Army R.O.T.C., National Association of Black Accountants

    • Boston University

      1993 - 1994
      Master of Science (MS) Computer and Information Sciences and Support Services 3.9

  • Experience

    • US Army

      Aug 1990 - May 2001
      Finance Officer

      Served in multiple positions of increasing responsibility. Managed the pay accounts of thousands of soldiers and civilians in Frankfurt, Germany, Stuttgart, Germany and Fort Riley, Kansas. Analyzed the impact of Congerssional appropriations on the Army's Training and Doctrine Command. Managed hundreds of personnel.

    • UMB Bank

      May 2001 - Jun 2004
      Portfolio Manager

      Portfolio Manager - Served as the investment professional for personal and institutional clients in the Kansas City metropolitan area. Managed portfolios, lead investment reviews and partnered with wealth team members.Equity Research Analyst - Served as the lead analyst for the Consumer Discretionary and Consumer Staples sectors. Advised portfolio managers, managed model portfolios, prepared research reports, interviewed company management and sell-side analysts.

    • Truist

      Jun 2004 - now

      Manage a team of nine portfolio managers and three investment analysts located in Atlanta, GA, and Raleigh, NC. Collectively the team manages over $5 billion across multiple asset classes for Truist Wealth clients. Responsible for achieving combined revenue goals, investment service and compliance. Work closely with wealth Managing Directors to ensure the most productive pairings of wealth teams. Member of the Trust Investment Committee, Reg 9 Investment Working Group, Comingled Funds Committee and Trust New Business Acceptance Committee. Show less Served as the investment professional for clients in the Atlanta, Central and Mid-Atlantic markets. Managed portfolios, led investment reviews and proactively communicated with clients. Advised wealth team members on investment strategy. Led investment discussions and partnered with team members to grow and retain business. Interfaced with the communities; conducted quarterly investment presentations to local advisory boards. Served on the stock selection committee of the Quality Growth equity strategy. Headed equity research for the Healthcare sector. Performance Excellence Gold Award winner – 2018, Wealth Outstanding Player Award winner – 2017, President’s Team Award winner – 2012. Show less

      • Senior Vice President, Investment Team Leader

        Feb 2019 - now

      • Senior Portfolio Manager

        Jun 2004 - Feb 2019

  • Licenses & Certifications