Dorothy Elder
Chief Investment Officer at Truist Advisory Services, Inc.
Dorothy Elder active positions
Companies | Position | Start | End |
---|---|---|---|
Truist Advisory Services, Inc.
Truist Advisory Services, Inc. Investment ManagersFinance Truist Advisory Services, Inc. (TAS), formerly known as SunTrust Advisory Services, Inc., is a SEC-registered investment advisor headquartered in Atlanta, Georgia. The firm is a separate, wholly owned, non-bank indirect affiliate of Truist Financial Corp. (NYSE: TFC). TAS provides investment advisory services to individuals, corporations and other business entities, charitable organizations and not-for-profit organizations. | Chief Investment Officer | 01/09/2021 | - |
GFO Advisory Services LLC
GFO Advisory Services LLC Investment ManagersFinance GFO Advisory Services LLC (GFOAS) is a SEC-registered investment advisor and hedge fund manager headquartered in Jupiter, Florida. The firm was founded in 1989 and formerly known as GenSpring Family Offices LLC and prior to that Asset Management Advisors LLC. They are owned by GenSpring Holdings, Inc., a subsidiary of Truist Financial Corp. (NYSE: TFC). GFOAS is the general partner/managing member and/or investment adviser to a group of privately pooled investment vehicles. | Chief Investment Officer | - | - |
Career history of Dorothy Elder
Former positions of Dorothy Elder
Companies | Position | Start | End |
---|---|---|---|
Davidson & Garrard, Inc.
Davidson & Garrard, Inc. Investment ManagersFinance Davidson & Garrard, Inc. (DG), a registered investment advisor, provides comprehensive portfolio management services to institutional and private clients. Formed in 1987, the firm is headquartered in Lynchburg, Virginia | Analyst-Equity | 01/03/2002 | 31/12/2008 |
Analyst-Fixed Income | 01/03/2002 | 31/12/2008 | |
Wachovia Securities LLC
Wachovia Securities LLC Investment Banks/BrokersFinance Wachovia Securities LLC offered equity, fixed income, and structured products. It was founded in 2001 and was headquartered in St. Louis, MO. | Corporate Officer/Principal | - | 28/02/2002 |
Training of Dorothy Elder
Duke University | Masters Business Admin |
University of Richmond | Undergraduate Degree |
Statistics
International
United States | 7 |
Operational
Chief Investment Officer | 2 |
Analyst-Equity | 1 |
Analyst-Fixed Income | 1 |
Sectoral
Finance | 5 |
Consumer Services | 3 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
Private companies | 4 |
---|---|
Davidson & Garrard, Inc.
Davidson & Garrard, Inc. Investment ManagersFinance Davidson & Garrard, Inc. (DG), a registered investment advisor, provides comprehensive portfolio management services to institutional and private clients. Formed in 1987, the firm is headquartered in Lynchburg, Virginia | Finance |
Wachovia Securities LLC
Wachovia Securities LLC Investment Banks/BrokersFinance Wachovia Securities LLC offered equity, fixed income, and structured products. It was founded in 2001 and was headquartered in St. Louis, MO. | Finance |
Truist Advisory Services, Inc.
Truist Advisory Services, Inc. Investment ManagersFinance Truist Advisory Services, Inc. (TAS), formerly known as SunTrust Advisory Services, Inc., is a SEC-registered investment advisor headquartered in Atlanta, Georgia. The firm is a separate, wholly owned, non-bank indirect affiliate of Truist Financial Corp. (NYSE: TFC). TAS provides investment advisory services to individuals, corporations and other business entities, charitable organizations and not-for-profit organizations. | Finance |
GFO Advisory Services LLC
GFO Advisory Services LLC Investment ManagersFinance GFO Advisory Services LLC (GFOAS) is a SEC-registered investment advisor and hedge fund manager headquartered in Jupiter, Florida. The firm was founded in 1989 and formerly known as GenSpring Family Offices LLC and prior to that Asset Management Advisors LLC. They are owned by GenSpring Holdings, Inc., a subsidiary of Truist Financial Corp. (NYSE: TFC). GFOAS is the general partner/managing member and/or investment adviser to a group of privately pooled investment vehicles. | Finance |
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