{"id":812128,"date":"2026-10-24T05:48:09","date_gmt":"2026-10-24T05:48:09","guid":{"rendered":"https:\/\/www.newsbeep.com\/uk\/812128\/"},"modified":"2026-10-24T05:48:09","modified_gmt":"2026-10-24T05:48:09","slug":"truist-names-new-wealth-co-heads","status":"publish","type":"post","link":"https:\/\/www.newsbeep.com\/uk\/812128\/","title":{"rendered":"Truist Names New Wealth Co-Heads"},"content":{"rendered":"<p class=\"ContentParagraph ContentParagraph_align_left\" data-testid=\"content-paragraph\">Truist Financial has appointed Jeff Dunn and Bryan Cram as co-heads of its wealth division on an interim basis, succeeding Brian Dowhower, who will step down from the role later this year.<\/p>\n<p class=\"ContentParagraph ContentParagraph_align_left\" data-testid=\"content-paragraph\">Dunn is head of Truist Private Banking, specialty wealth and institutional, while Cram serves as head of Truist Wealth Brokerage. The two will report to Kristin Lesher, chief wholesale banking officer.<\/p>\n<p class=\"ContentParagraph ContentParagraph_align_left\" data-testid=\"content-paragraph\">In July, Truist hired Shimna Sameer, a former head of products, solutions and platforms at Bank of America Private Bank, to serve as head of wealth. But the company announced this week that Sameer would become chief consumer banking officer.<\/p>\n<p class=\"ContentParagraph ContentParagraph_align_left\" data-testid=\"content-paragraph\">\u201cComing off another strong quarter, our results reflect the talent and dedication across Truist Wealth,\u201d Dowhower said in a LinkedIn post. \u201cJeff and Bryan have played an important role in that success through their strategic perspective, extensive experience of the business and strong commitment to our clients and teammates.\u201d<\/p>\n<p data-component=\"related-article\" class=\"RelatedArticle\">Related:<a class=\"RelatedArticle-RelatedContent\" href=\"https:\/\/www.wealthmanagement.com\/career-moves\/people-moves-advisor-vet-joins-ria-ballast-rock-ubs-leaders-join-partners\" target=\"_self\" data-discover=\"true\" rel=\"nofollow noopener\">People Moves: Advisor Vet Joins RIA Ballast Rock; UBS Leaders Join &amp;Partners<\/a><\/p>\n<p class=\"ContentParagraph ContentParagraph_align_left\" data-testid=\"content-paragraph\">In September, Truist installed a new president and CEO, Michael Lyons, who succeeded Bill Rogers, who became executive chair as part of a planned succession strategy. Lyons is the former CEO of Fiserv, a global fintech and payments company.<\/p>\n<p class=\"ContentParagraph ContentParagraph_align_left\" data-testid=\"content-paragraph\">Truist reported $348 billion in total wealth client assets as of the third quarter of 2026.<\/p>\n","protected":false},"excerpt":{"rendered":"Truist Financial has appointed Jeff Dunn and Bryan Cram as co-heads of its wealth division on an interim&hellip;\n","protected":false},"author":2,"featured_media":812129,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[14],"tags":[84,4176,4174,4175,56,54,55],"class_list":["post-812128","post","type-post","status-publish","format-standard","has-post-thumbnail","category-personal-finance","tag-business","tag-finance","tag-personal-finance","tag-personalfinance","tag-uk","tag-united-kingdom","tag-unitedkingdom"],"_links":{"self":[{"href":"https:\/\/www.newsbeep.com\/uk\/wp-json\/wp\/v2\/posts\/812128","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.newsbeep.com\/uk\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.newsbeep.com\/uk\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/uk\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/uk\/wp-json\/wp\/v2\/comments?post=812128"}],"version-history":[{"count":0,"href":"https:\/\/www.newsbeep.com\/uk\/wp-json\/wp\/v2\/posts\/812128\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/uk\/wp-json\/wp\/v2\/media\/812129"}],"wp:attachment":[{"href":"https:\/\/www.newsbeep.com\/uk\/wp-json\/wp\/v2\/media?parent=812128"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.newsbeep.com\/uk\/wp-json\/wp\/v2\/categories?post=812128"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.newsbeep.com\/uk\/wp-json\/wp\/v2\/tags?post=812128"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}