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Fritz Berry, AWMA

Fritz berry, awma

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location of Fritz Berry, AWMACharlottesville, Virginia, United States
Phone number of Fritz Berry, AWMA+91 xxxx xxxxx
Followers of Fritz Berry, AWMA2000 followers

  • Timeline

    Jun 1997 - Jun 2002

    Senior Portfolio Manager

    Bank of America
    Jan 2001 - Jan 2010

    Board Chair

    The Music Resource Center
    Jan 2002 - Jan 2021

    Senior Vice President

    Private Wealth Management
    Current Company
    Jul 2012 - now

    Sr. Managing Director

    Truist Wealth

  • About me

    Senior Managing Director

  • Education

    • St. anne's-belfield school

      -

    • Roanoke college

      1984 - 1989

  • Experience

    • Bank of america

      Jun 1997 - Jun 2002
      Senior portfolio manager

      Responsible for all aspects of investment management of approximately $1.5 Billion in discretionary assets for high- net worth individuals, foundations and endowments.

    • The music resource center

      Jan 2001 - Jan 2010
      Board chair

    • Private wealth management

      Jan 2002 - Jan 2021
      Senior vice president

      Private Wealth Management

    • Truist wealth

      Jul 2012 - now
      Sr. managing director

  • Licenses & Certifications

    • Top fanancial advisor in america

      Forbes

    • Top advisor

      Barron's

    • Best-in-state wealth advisor

      Forbes

    • Top 400 advisor

      Financial times
      Jul 2019

  • Volunteer Experience

    • Presidents Advisory Board

      Issued by Roanoke College on Mar 2020
      Roanoke CollegeAssociated with Fritz Berry, AWMA

    • Member Board Of Directors

      Issued by Charlottesville Area Community Foundation on May 1996
      Charlottesville Area Community FoundationAssociated with Fritz Berry, AWMA

    • President Of The Board Of Directors

      Issued by Junior Achievement of Central Virginia on May 1995
      Junior Achievement of Central VirginiaAssociated with Fritz Berry, AWMA

    • Chair of the Alumni Board

      Issued by St. Anne's-Belfield School on May 2010
      St. Anne's-Belfield SchoolAssociated with Fritz Berry, AWMA

    • President

      Issued by Music Resource Center on Sept 2005
      Music Resource CenterAssociated with Fritz Berry, AWMA

    • Board Member

      Issued by Music Resource Center - Cincinnati on Sept 2008
      Music Resource Center - CincinnatiAssociated with Fritz Berry, AWMA