Joe Thompson
Corporate Officer/Principal bei TRUIST FINANCIAL CORPORATION
Vermögen: 4 Mio $ am 31.03.2024
Profil
Joseph Marberry Thompson is currently the Chairman, President & Chief Executive Officer at Truist Advisory Services, Inc., the Chief Executive Officer at Truist Investment Services, Inc., the Director at Atlanta Symphony Orchestra, a Trustee at National Foundation For Advancement in the Arts, Inc., and the Chief Governance & Controls Officer at Truist Financial Corp.
He previously held positions as the Chief Executive Officer at Suntrust Investment Services, Inc. (Investment Adviser), the Head of Private Wealth Management at SunTrust Banks, Inc. (Wealth Management), and as a Principal at Truist Securities, Inc. Mr. Thompson received his undergraduate degree from Williams College in 1989, attended The Westminster Schools (Georgia) for undergraduate studies, and obtained an MBA from Harvard Business School in 1994.
Bekannte Unternehmensbeteiligungen
Unternehmen | Datum | Anzahl der Aktien | Bewertung | Datum der Bewertung |
---|---|---|---|---|
15.03.2023 | 103 948 ( 0,01% ) | 4 Mio $ | 31.03.2024 |
Aktive Positionen von Joe Thompson
Unternehmen | Position | Beginn |
---|---|---|
TRUIST FINANCIAL CORPORATION | Corporate Officer/Principal | 01.09.2021 |
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 Executive Officer | 01.08.2014 |
Truist Investment Services, Inc.
Truist Investment Services, Inc. Investment Banks/BrokersFinance Part of Truist Financial Corp., Truist Investment Services, Inc. provides brokerage services. The private company is based in Atlanta, GA. The company was founded in 1985. Joseph Marberry Thompson has been the CEO of the company since 2014. | Chief Executive Officer | 01.08.2014 |
National Foundation For Advancement in the Arts, Inc.
National Foundation For Advancement in the Arts, Inc. Miscellaneous Commercial ServicesCommercial Services National Foundation For Advancement in the Arts, Inc. nurtures young artist. It assist artists at critical junctures in educational and professional development. The company was founded by Lin Arison and Ted Arison in 1981 and is headquartered in Miami, FL. | Director/Board Member | - |
Atlanta Symphony Orchestra
Atlanta Symphony Orchestra Movies/EntertainmentConsumer Services Atlanta Symphony Orchestra provides entertainment services through orchestra. The company was founded on February 9, 1939 and is headquartered in Atlanta, GA. | Director/Board Member | - |
Ehemalige bekannte Positionen von Joe Thompson
Unternehmen | Position | Ende |
---|---|---|
SunTrust Banks, Inc. (Wealth Management)
SunTrust Banks, Inc. (Wealth Management) Investment ManagersFinance SunTrust Banks, Inc. (Wealth Management) is the private banking division of SunTrust Banks, Inc. (NYSE: SB), a financial services holding company. It was founded in 1985 and headquartered in Atlanta, Georgia. The Private Wealth Management business provides a full array of wealth management products and professional services to both individual and institutional clients, including high net-worth individuals and family, multigenerational families and ultra high net-worth individuals, corporate executives, international investors, professional athletes, entertainers and corporations, entrepreneurs, attorneys and law firms, physician and medical practitioners. | Portfolio Manager-Equities | - |
Truist Securities, Inc.
Truist Securities, Inc. Investment Banks/BrokersFinance Truist Securities, Inc. is a registered broker-dealer headquartered in Atlanta, Georgia. The firm was founded in 1894 as SunTrust Robinson Humphrey, Inc. In 2020, the firm was renamed following the integration of SunTrust Robinson Humphrey and BB&T Capital Markets. The firm is a subsidiary of Truist Financial Corp. (NYSE: TFC) and is an active market maker in equity and fixed-income products. Truist Securities delivers a comprehensive range of strategic advisory, capital raising, risk management, and financing solutions, as well as a dynamic suite of sales, trading, and research services in both fixed-income and equity. Their strategies are carefully tailored to meet the needs and vision of their clients. | Corporate Officer/Principal | - |
Suntrust Investment Services, Inc. (Investment Adviser)
Suntrust Investment Services, Inc. (Investment Adviser) Investment ManagersFinance SunTrust Investment Services, Inc. (STIS) is a dual investment advisor and broker-dealer headquartered in Atlanta, Georgia and was founded in 2005. The firm is a subsidiary of SunTrust Bank Holdings, Co. STIS is an introducing broker-dealer clearing its trades through National Financial Services LLC and its affiliate Fidelity Management Trust Co. STIS is a member of FINRA and the SIPC. | Chief Executive Officer | - |
Ausbildung von Joe Thompson
Williams College | Undergraduate Degree |
The Westminster Schools (Georgia) | Undergraduate Degree |
Harvard Business School | Masters Business Admin |
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
Beziehungen ersten Grades
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
Börsennotierte Unternehmen | 1 |
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TRUIST FINANCIAL CORPORATION | Finance |
Private Unternehmen | 7 |
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SunTrust Banks, Inc. (Wealth Management)
SunTrust Banks, Inc. (Wealth Management) Investment ManagersFinance SunTrust Banks, Inc. (Wealth Management) is the private banking division of SunTrust Banks, Inc. (NYSE: SB), a financial services holding company. It was founded in 1985 and headquartered in Atlanta, Georgia. The Private Wealth Management business provides a full array of wealth management products and professional services to both individual and institutional clients, including high net-worth individuals and family, multigenerational families and ultra high net-worth individuals, corporate executives, international investors, professional athletes, entertainers and corporations, entrepreneurs, attorneys and law firms, physician and medical practitioners. | Finance |
Truist Securities, Inc.
Truist Securities, Inc. Investment Banks/BrokersFinance Truist Securities, Inc. is a registered broker-dealer headquartered in Atlanta, Georgia. The firm was founded in 1894 as SunTrust Robinson Humphrey, Inc. In 2020, the firm was renamed following the integration of SunTrust Robinson Humphrey and BB&T Capital Markets. The firm is a subsidiary of Truist Financial Corp. (NYSE: TFC) and is an active market maker in equity and fixed-income products. Truist Securities delivers a comprehensive range of strategic advisory, capital raising, risk management, and financing solutions, as well as a dynamic suite of sales, trading, and research services in both fixed-income and equity. Their strategies are carefully tailored to meet the needs and vision of their clients. | Finance |
Suntrust Investment Services, Inc. (Investment Adviser)
Suntrust Investment Services, Inc. (Investment Adviser) Investment ManagersFinance SunTrust Investment Services, Inc. (STIS) is a dual investment advisor and broker-dealer headquartered in Atlanta, Georgia and was founded in 2005. The firm is a subsidiary of SunTrust Bank Holdings, Co. STIS is an introducing broker-dealer clearing its trades through National Financial Services LLC and its affiliate Fidelity Management Trust Co. STIS is a member of FINRA and the SIPC. | Finance |
Atlanta Symphony Orchestra
Atlanta Symphony Orchestra Movies/EntertainmentConsumer Services Atlanta Symphony Orchestra provides entertainment services through orchestra. The company was founded on February 9, 1939 and is headquartered in Atlanta, GA. | Consumer Services |
National Foundation For Advancement in the Arts, Inc.
National Foundation For Advancement in the Arts, Inc. Miscellaneous Commercial ServicesCommercial Services National Foundation For Advancement in the Arts, Inc. nurtures young artist. It assist artists at critical junctures in educational and professional development. The company was founded by Lin Arison and Ted Arison in 1981 and is headquartered in Miami, FL. | Commercial Services |
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 |
Truist Investment Services, Inc.
Truist Investment Services, Inc. Investment Banks/BrokersFinance Part of Truist Financial Corp., Truist Investment Services, Inc. provides brokerage services. The private company is based in Atlanta, GA. The company was founded in 1985. Joseph Marberry Thompson has been the CEO of the company since 2014. | Finance |