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Miguel Ponce

Vice President & Investment Manager

Truist Wealth

United States, North Carolina, Charlotte

About Me

He is a Investment Manager at Truist, one of the largest financial services companies in the US, where he have been serving the investment needs of high net worth and institutional clients for many years. He have direct experience investing across all asset classes and vehicles, including equities, fixed income, mutual funds, ETFs, hedge funds, and private equity. He also have exposure to a wide range of services, such as family office, private banking, RIA and brokerage, trust administration, and financial planning.

Profile Information

Vice President & Investment Manager

Truist Wealth

Investment Team

Investor

RIA/Wealth Manager/Asset Manager

Charlotte

North Carolina

United States

Aug 16, 2024

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