Beverly Hodgson Conley

Beverly Hodgson Conley

Investment Committee Member at Truxton Trust Co.

Finance
Consumer Services

Profile

Ms. Beverly H.
Conley is a Vice President & Investment Operations Officer at Truxton Trust Co. She is also a member of Truxton’s Wealth Management Investment Management Committee.
She is integral in the development and execution of operational initiatives associated with investments.
Her primary responsibility is investment account management including equity model implementation, account rebalancing, gain/loss harvesting, managing client restrictions, investing client cash flows, and liquidating investments to meet client withdrawal demands.
She joined Truxton Trust in 2004, its opening year, as Wealth Management Specialist, before transitioning to her investment operations role.
Prior to joining Truxton, she worked as a research associate with Powell Johnson and a financial advisor associate at Morgan Stanley.
Ms. Conley received her Bachelor of Arts in economics from The University of the South.
She is a licensed insurance agent.

Beverly Hodgson Conley active positions

CompaniesPositionStart
Investment Committee Member -
All active positions of Beverly Hodgson Conley

Former positions of Beverly Hodgson Conley

CompaniesPositionEnd
Corporate Officer/Principal 2004-10-30
Corporate Officer/Principal 2003-01-30
TRUXTON CORPORATION Corporate Officer/Principal -
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Training of Beverly Hodgson Conley

Sewanee-The University of the South Undergraduate Degree

Experiences
Positions held

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Private companies

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Connections

100 +

1st degree connections

5

1st degree companies

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Female

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Linked companies

Listed companies1
TRUXTON CORPORATION

Finance

Private companies3

Finance

Finance

Finance

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