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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.
Keith Lerner, CFA, CMT
SunTrust Advisory Services, Inc.,
Senior Vice President and Chief Market Strategist
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.
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