Keith Lerner, CFA, CMT photo

MARKETS, MONEY MANAGEMENT

Keith Lerner, CFA, CMT

Senior Vice President and Chief Market Strategist,

SunTrust Advisory Services, Inc.

  • Chief market strategist SunTrust Advisory Services, Inc.
  • Manager of SunTrust's Global ETF portfolio
  • Author of the SunTrust Market Perspective newsletter

About Keith

As SunTrust Advisory Services, Inc.'s chief market strategist, managing director of portfolio and market strategy, and senior vice president, Keith Lerner leads the Investment Advisory team that is responsible for establishing SunTrust's investment strategy and outlook. In this role, he helps develop strategic and tactical asset allocation strategies that drive the management of approximately $50 billion of private and institutional client relationships. Mr. Lerner is also the manager of SunTrust's Global ETF portfolio, is the author of the SunTrust Market Perspective newsletter, and is a contributor to several other market related publications.

Keith's Videos

In 2019, we saw the carousel of concerns transition to the carousel of catalysts. Learn where Keith sees portfolio opportunities and risk as he reviews the key economic, fundamental, and technical trends that are set to drive markets in 2020.


The ongoing carousel of concerns continues to turn. As one worry recedes, another comes to the forefront. Learn how we suggest investors position their portfolios in light of current uncertainties through a review of economic, fundamental, and technical trends.

Keith Lerner, CFA, CMT, is the chief market strategist for SunTrust Private Wealth Management. His team is responsible for establishing SunTrust's investment outlook, as well as the development of asset allocation strategies that drive the management of approximately $40 billion of private and institutional client relationships. In this keynote address, he will share what economic, fundamental, and technical trends are telling us about where we are in the cycle and how investors should be positioned.

A macro view of where we are in the economic/market cycle and portfolio positioning and opportunities.