Wholesale Portfolio Strategy and Reporting Consultant

Tory Sherman joins Truist Wealth as Wealth Brokerage national director. Sep 03, 2026, 09:25 ET Industry veteran tapped to accelerate Wealth Brokerage growth CHARLOTTE, N.C., Sept. 3, 2026 /PRNewswire/ - Truist Wealth, the private wealth business of Truist Financial Corporation (NYSE: TFC), today announced the appointment of Tory Sherman as Wealth Brokerage national director, a newly created role focused on advancing Truist Wealth's growth strategy. Reporting to Bryan Cram, head of Wealth Brokerage for Truist Wealth, Sherman will oversee Wealth Brokerage sales and sales support functions, with responsibility for advisor productivity, client acquisition and revenue growth. He will partner closely with teams across Truist Wealth, Wholesale Banking and Truist Premier to advance a unified go-to-market strategy and deliver a differentiated client and advisor experience. "Tory is a proven leader with a deep understanding of what advisors need to succeed and what clients expect from their wealth management relationship," said Cram. "His track record of building high-performing teams, driving growth and fostering a culture of accountability and collaboration will help us enhance advisor productivity, attract top advisor talent and continue building a destination wealth platform." Sherman has nearly 30 years of wealth management experience, having led markets, regions and national organizations throughout his career. Most recently, he served as executive vice president and president at Comerica Financial Advisors, where he oversaw the firm's national brokerage and wealth advisory business. He also served as national sales and strategy leader at Comerica where he designed and implemented enterprise-wide sales strategies while strengthening cross-functional partnerships. Prior to Comerica, he spent two decades at Wells Fargo, starting as a financial advisor before taking on market and senior wealth management leadership roles. "Truist Wealth has built a strong reputation for putting clients first and investing in its advisors," said Sherman. "I'm excited to join the team and build on the momentum already underway by creating new opportunities for advisors and further enhancing and deepening the client experience." Truist Wealth delivers holistic wealth management solutions to affluent, high and ultra-high net worth individuals, families and business owners across the U.S. and abroad. Truist Wealth is part of the Truist Wholesale Banking segment which provides comprehensive solutions to commercial, corporate, institutional and high-net-worth clients through a combination of regional coverage and industry-focused teams serving clients across the U.S. About Truist Truist Financial Corporation (NYSE: TFC) is a purpose-driven financial services company committed to inspiring and building better lives and communities. Headquartered in Charlotte, North Carolina, Truist has leading market share in many of the high-growth markets in the U.S. and offers a wide range of products and services through wholesale and consumer businesses, including consumer and small business banking, commercial and corporate banking, investment banking and capital markets, wealth management, payments, and specialized lending businesses. Truist is a top-10 commercial bank with total assets of $556 billion as of June 30, 2026. Truist Bank, Member FDIC. Equal Housing Lender. Learn more at Truist.com. About Truist Wealth Truist Wealth delivers holistic wealth management solutions to affluent, high, and ultra-high net worth individuals, families, and business owners across the U.S. and abroad. Truist Wealth provides distinct solutions for individuals and businesses through the following affiliates: Banking products and services, corporate trust, escrow, and institutional investment management services to public, private, and nonprofit organizations provided by Truist Bank, Member FDIC. Securities, brokerage accounts, and/or annuities offered by Truist Investment Services, Inc., member FINRA, SIPC, and a licensed insurance agency. Investment advisory services offered by Truist Advisory Services, Inc. and affiliated SEC registered investment advisers. SOURCE Truist Financial Corporation

Huntington Bank names Ameesh Vakharia chief marketing and digital products officer. Experienced executive will lead newly integrated marketing and digital products organization COLUMBUS, Ohio, Sept. 2, 2026 /PRNewswire/ - The Huntington National Bank ("Huntington") today announced the appointment of Ameesh Vakharia as executive vice president and chief marketing and digital products officer. In this newly created role, Ameesh will lead Huntington's integrated marketing and digital products organization, bringing together brand, marketing and digital product management to strengthen the Huntington brand, drive customer growth and create more connected sales and service experiences across digital and physical channels. He will report to Brant Standridge, president of consumer and regional banking. For more than 160 years, Huntington has evolved with its customers by investing in products, services and experiences that help people and businesses manage their financial lives. As expectations continue to change, the bank is bringing marketing and digital product teams closer to support more connected customer experiences. "Bringing marketing and digital products together creates an opportunity to move faster, simplify how we work and create more seamless experiences for customers," said Standridge. "Ameesh has a strong track record of connecting strategy, brand, product and digital teams around the common goal of delivering differentiated value for customers. His experience will help us turn ideas into customer-focused solutions and accelerate innovation across the business." Ameesh joins Huntington with more than two decades of leadership experience across strategy, digital, product and channel management, customer growth and brand leadership. Most recently, he served as executive vice president and chief strategy and brand officer at USAA, where he led enterprise strategy, innovation, digital, marketing, communications, corporate responsibility and membership growth efforts as a member of the company's Executive Council. Prior to USAA, Ameesh served on the Operating Council at Truist, where he led retail deposits, small business banking, contact centers, strategy, analytics and omnichannel client experience. He also held several senior leadership positions at SunTrust spanning deposits, digital channels, customer experience and enterprise strategy. "What attracted me to Huntington was its strong culture, commitment to customers and long history of innovating on their behalf," said Ameesh. "Customers don't distinguish between a brand promise and a product experience, and the strongest organizations shouldn't either. Bringing these capabilities together creates an opportunity to move faster, deliver more connected experiences, and make banking simpler and more personal for customers." Ameesh's appointment follows the transition of Vijay Konduru and Mark Sheehan into newly expanded enterprise leadership roles. Konduru now serves as head of Huntington's business innovation and AI products organization, and Sheehan serves as head of the bank's digital assets organization. "These strategic changes will help us move ideas from concept to customer impact more quickly, and build the products, capabilities and experiences that will define the future of banking at Huntington," Standridge said. Ameesh will be based in Charlotte, North Carolina. About Huntington Huntington Bancshares Incorporated is a $284 billion asset regional bank holding company headquartered in Columbus, Ohio. A top 10 U.S. commercial bank, The Huntington National Bank and its affiliates provide consumers, small and middle-market businesses, corporations, municipalities, and other organizations with a comprehensive suite of banking, payments, wealth management, and risk management products and services. Founded in 1866, Huntington operates over 1,400 branches in 21 states, with certain businesses operating nationally. Visit Huntington.com for more information. SOURCE Huntington Bank Released September 2, 2026

Oppenheimer welcomes Joel Berry II and expands North Carolina Private Client team focused on advising athletes. Aug 31, 2026, 06:00 ET Addition Strengthens Robinson Private Client Group's Work with Athletes and Participants in the Evolving NIL Landscape NEW YORK, Aug. 31, 2026 /PRNewswire/ - Oppenheimer & Co. Inc. ("Oppenheimer"), a leading wealth manager and investment bank and a subsidiary of Oppenheimer Holdings Inc. (NYSE: OPY), today announced that Joel Berry II has joined the firm as a Financial Advisor with the Robinson Private Client Group in Winston-Salem, North Carolina. Led by Tanner G. Robinson, AIF(R), CFP(R), Managing Director and Financial Advisor, the team advises high-net-worth individuals and families, elite athletes, institutions and corporations. Its highly customized approach combines disciplined investment management with proactive financial planning and a high-touch service model. As of June 30, 2026, the Robinson Private Client Group advised on more than $6 billion in client assets. Berry joins Oppenheimer after several years with Truist Financial and will help expand the Robinson Private Client Group's work with current and former athletes, including student-athletes navigating the evolving Name, Image and Likeness (NIL) and revenue-sharing landscape. "We are pleased to welcome Joel to Oppenheimer," said Ed Harrington, Executive Vice President and Head of Oppenheimer's Private Client Division. "He has a clear vision for how he wants to serve clients and build his practice, and our job is to help him bring that vision to life. That means giving him the platform and resources needed to succeed." During his career, Berry has worked closely with athletes, including professional players and high school and collegiate student-athletes adjusting to the financial opportunities created by NIL. His own experience in college and professional basketball gives him a firsthand understanding of the pressures, responsibilities and decisions that can come with athletic success. Before entering wealth management, Berry was a four-year starter and team captain for the University of North Carolina (UNC) men's basketball team. He earned his bachelor's degree from UNC and helped lead the Tar Heels to the 2017 NCAA national championship, earning Final Four Most Outstanding Player honors. He later played professional basketball and currently works as a commentator for the ACC Network. "Joel brings real-world experience advising individuals, families and business owners, along with firsthand insight into the financial lives of athletes," Robinson said. "He understands how to build lasting relationships, ask the right questions and help clients make thoughtful decisions as their circumstances change. His perspective will strengthen our team and help us expand the range of people we serve." Berry concluded, "My own career showed me how quickly life can change and how valuable it is to have trusted advice along the way. I bring that perspective to every client relationship, whether I am working with a family, a business owner or an athlete. Oppenheimer and the Robinson Private Client Group give me the resources and expertise to help people plan with confidence and make sound decisions about their future." About Oppenheimer Holdings Inc. Oppenheimer Holdings Inc., through its principal subsidiary Oppenheimer & Co. Inc. and related entities, provides a full range of wealth management, securities brokerage and investment banking services to high-net-worth individuals, families, corporate executives, businesses and institutions. For more information, please visit www.oppenheimer.com. Media Contact: Michael Dugan Haven Tower Group LLC 424-317-4852 [email protected] SOURCE Oppenheimer & Co. Inc.