Truxton has promoted Beverly Conley to the role of Client Experience & Investment Operations Manager to assist in the rapidly growing success and capabilities of Truxton’s Wealth team. Additionally, she will have the officer title of Senior Vice President.
Drew Mallory, Senior Managing Director and Chief Fiduciary Officer, said, “Beverly has long established herself as a central figure in our Wealth Management business. Beverly’s new role will leverage her considerable experience and technical expertise to further enhance our client experience and investment management operations. We are confident our clients and team will benefit greatly from Beverly’s leadership in this new role.”
Mrs. Conley joined Truxton in 2004 and has previously served as Vice President, Investment Operations Manager.
