Brad Milsaps

Investor Relations Contact at TRUIST FINANCIAL CORPORATION

Finance

Consumer Services

Profile

Brad Milsaps worked as a Managing Director at Piper Sandler & Co. (Broker) from 2020 to 2023.
Prior to that, he held the position of Managing Director of Equity Research at Sandler O'Neill & Partners LP from 2005 to 2020.
He also worked as a Research Analyst at FTN Equity Capital Markets Corp.
and as a Banker at Trusco Capital Management, Inc. Mr. Milsaps completed his undergraduate degree at the University of Tennessee.

Brad Milsaps active positions

Companies	Position	Start
TRUIST FINANCIAL CORPORATION	Investor Relations Contact	01/06/2023

All active positions of Brad Milsaps

Former positions of Brad Milsaps

Companies	Position	End
Piper Sandler & Co. (Broker) Piper Sandler & Co. (Broker) Investment Banks/BrokersFinance Provides brokerage services	Analyst-Equity	01/06/2023
Sandler O'Neill & Partners LP Sandler O'Neill & Partners LP Investment Banks/BrokersFinance Provides brokerage services	Director of Research - Equity	06/01/2020
FTN Equity Capital Markets Corp. FTN Equity Capital Markets Corp. Investment Banks/BrokersFinance Provides brokerage services	Analyst-Equity	31/12/2004
Trusco Capital Management, Inc. Trusco Capital Management, Inc. Investment ManagersFinance Ridgeworth employs a comprehensive allocation process that enables them to develop an efficient and appropriate asset allocation for each client. The process incorporates an objective analytical framework that three distinct activities: efficient frontier modeling, plus tactical overlay and asset allocation. Through efficient frontier modeling they derive long-term strategic investment solutions using expected returns, standard deviations and cross-correlation matrix analysis. Their plus tactical overlay evaluates asset class performance and looks for extremes and absolute and relative performance. Riverfront's portfolio maintenance strategy maintains the optimal allocation through systematic and unemotional rebalancing.	Corporate Officer/Principal	-

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Linked companies

Private companies	6
Piper Sandler & Co. (Broker) Piper Sandler & Co. (Broker) Investment Banks/BrokersFinance Provides brokerage services	Finance
FTN Equity Capital Markets Corp. FTN Equity Capital Markets Corp. Investment Banks/BrokersFinance Provides brokerage services	Finance
Sandler O'Neill & Partners LP Sandler O'Neill & Partners LP Investment Banks/BrokersFinance Provides brokerage services	Finance
Trusco Capital Management, Inc. Trusco Capital Management, Inc. Investment ManagersFinance Ridgeworth employs a comprehensive allocation process that enables them to develop an efficient and appropriate asset allocation for each client. The process incorporates an objective analytical framework that three distinct activities: efficient frontier modeling, plus tactical overlay and asset allocation. Through efficient frontier modeling they derive long-term strategic investment solutions using expected returns, standard deviations and cross-correlation matrix analysis. Their plus tactical overlay evaluates asset class performance and looks for extremes and absolute and relative performance. Riverfront's portfolio maintenance strategy maintains the optimal allocation through systematic and unemotional rebalancing.	Finance
University of Tennessee University of Tennessee Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Truist Financial Corp. Truist Financial Corp. Regional BanksFinance Operates as a bank holding company whose subsidiaries provides banking services	Finance