
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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