Truist Names Interim Co-Heads for Wealth Division
Jeff Dunn and Bryan Cram take on leadership roles as the firm transitions following a series of executive changes.
Updated on Oct. 23, 2026 in People
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Truist Financial has appointed Jeff Dunn and Bryan Cram as interim co-heads of its wealth division. The pair will succeed Brian Dowhower, who is scheduled to step down later this year.
Why it matters
These leadership changes come as Truist continues a series of structural shifts following the arrival of new executive leadership. The appointments aim to stabilize the wealth division as the firm navigates a period of organizational transition.
Truist's registered investment advisor reported $77 billion in assets under management as of December 2025. The leadership transition follows other recent high-level appointments at the bank.
The players
Jeff Dunn
He is the current head of Truist Private Banking, specialty wealth and institutional who has been named an interim co-head of the firm's wealth division.
Bryan Cram
He serves as the head of Truist Wealth Brokerage and has been appointed to lead the wealth division as an interim co-head.
Brian Dowhower
He is the outgoing head of wealth at Truist who will step down from his position later this year.
Shimna Sameer
She is the chief consumer banking officer at Truist who transitioned into her current role after joining the company in July.
Michael Lyons
He assumed the role of president and CEO of Truist in September 2026.
The details
Jeff Dunn, who leads Truist Private Banking, and Bryan Cram, head of Truist Wealth Brokerage, will report to chief wholesale banking officer Kristin Lesher. Shimna Sameer, who joined the firm in July, has also moved into the role of chief consumer banking officer as part of the broader restructuring.
Timeline
December 2025: Truist reported $77 billion in assets under management.
July 2026: Shimna Sameer joined Truist.
September 2026: Michael Lyons became CEO and Bill Rogers became executive chair.
October 2026: Truist announced the new interim wealth co-heads.
Late 2026: Brian Dowhower is expected to step down as head of wealth.
Market Landscape
These executive movements reflect a period of organizational realignment following the 2019 merger of BB&T and SunTrust to form Truist. The firm is actively shaping its leadership team to consolidate market share in the competitive wealth management sector.
The leadership change is an internal corporate restructuring that does not immediately alter daily banking services for retail customers. Clients can expect standard operations to continue under the new interim wealth management leadership.
The takeaway
Large financial firms frequently rotate leadership during major organizational transitions to stabilize key business units. Investors and clients should monitor subsequent announcements regarding permanent appointments to these divisions.
Further reading
For more on industry leadership changes, visit the People section.
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