Armond Reese, CFA®, CAIA, Investment Advisor

Foundations and Endowments Specialty Practice

Armond Reese Photo
Armond Reese, CFA®, CAIA, Investment Advisor

Foundations and Endowments Specialty Practice

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303 Peachtree Street, 15th Floor

Atlanta, GA 30308

About

Armond Reese is an Institutional Investment Advisor within the Foundations and Endowments Specialty Practice at SunTrust Bank. He offers clients more than 16 years of investment management experience. Armond has earned the professional designations of Chartered Financial Analyst® (CFA®) and Chartered Alternative Investment Analyst (CAIA) and is a graduate of Georgia Southern University.

As an Institutional Investment Advisor, Armond advises on the development and implementation of investment strategies to help clients meet their short and long-term goals. He follows a disciplined process of assessing an organization's financial situation, determining risk tolerance, forming and executing an appropriate investment strategy and regular portfolio rebalancing and reporting in order to obtain measurable results.

Armond served as long-standing member of the SunTrust Portfolio Construction Group for several years. He was responsible for selecting and monitoring fund managers utilized in the SunTrust investment strategies company wide. Through his professional experience, Armond has developed a deep passion for educating individuals on the importance of financial literacy and strongly believes everyone should have basic understanding of the financial markets. Armond serves on the investment committee for the Atlanta Society of Finance and Investment Professional (ASFIP) Foundation. In addition, he is a member of the CFA® Society of Atlanta and CAIA Atlanta Chapter.

SunTrust's Foundations and Endowments Specialty Practice delivers comprehensive investment advisory, administration, planned giving, custody, trust and fiduciary services to nonprofit organizations. The firm administers assets for foundations, hospitals, educational institutions, cultural organizations, human service agencies, associations, municipalities and other nonprofits.

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