Brian Worgan, Business Development Officer

Foundations and Endowments Specialty Practice

Brian Worgan Photo

Brian Worgan, Business Development Officer

Foundations and Endowments Specialty Practice

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501 E. Las Olas Blvd, 2nd Floor

Ft Lauderdale, FL 33301

About

Brian Worgan is a Managing Director within the Foundations and Endowments Specialty Practice at SunTrust Bank. He offers clients more than 25 years of investment management experience. Brian has earned the professional designation of Accredited Investment Fiduciary® (AIF®) and is a graduate of Southern Connecticut State University. As an Institutional Sales Manager, Brian provides nonprofit organizations in-depth consulting regarding their investment and administrative needs. Brian leads the initial engagement and works with the team to develop tailored solutions designed to support nonprofits meet their fiduciary duty as well as preserve and grow their assets. He serves as a regional leader in developing and maintaining a strong business presence in the Florida market.

Prior to joining SunTrust in March 2016, Brian was a vice president with J.P. Morgan Private Bank and TD Wealth, respectively. In these roles he was responsible for sourcing and servicing family offices, endowments and foundations, as well as corporate defined benefit and defined contribution plans.

As a member of the firm's Thought Leadership Committee, Brian contributes investment related content for the development of white papers and webinars. Brian also serves on the board for LifeNet4Families in Lauderhill, Florida as well as the Professional Endowment Committee for the Rehabilitation Center for Children and Adults of Palm Beach. Additionally, he is a member of the Planned Giving Council of Palm Beach.

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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