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Truist Financial Appoints Co-Heads of Wealth Management

Wealth Management ·

TFC Truist Financial Corp
$48.44 +0.04%
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  1. 1Truist Financial has appointed Jeff Dunn and Brian Cram as interim co-heads of wealth management.
  2. 2Simna Samir has transitioned to Chief Consumer Finance Officer this week.
  3. 3As of the third quarter of 2026, Truist recorded total client assets of approximately $348 billion.

So what's the key point?

Truist Financial has selected two new interim leaders to head its wealth management division. The company's management has changed, and as of the third quarter of 2026, its client assets reached $348 billion.

Source Wealth Management · View original ↗

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