Daniel Shore, CIMA®, Investment Advisor

Foundations and Endowments Specialty Practice

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Daniel Shore, CIMA®, Investment Advisor

Foundations and Endowments Specialty Practice

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401 Commerce Street Ste 2100

Nashville, TN 37219

About

Daniel Shore is an Institutional Investment Manager within the Foundations and Endowments Specialty Practice at SunTrust Bank. Daniel offers clients more than 16 years of investment management experience and has earned the professional designation of Certified Investment Management Analyst® (CIMA®). He is a graduate of the University of Tennessee College of Mechanical and Aerospace Engineering and the University of Tennessee Graduate School of Economics. He also completed the Executive Program in Operations Management from the Stanford Graduate School of Business.

As an Investment Adviser, Daniel 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 with regular portfolio rebalancing and reporting in order to obtain measurable results.

Daniel has a diverse background with over 30 years of experience in investment management, commercial real estate and technology venture development, with the most recent 15 years spent directly in the investment field. His career in high tech included executive management positions with IBM, EloTouchsystems, Philips Consumer Electronics and VA Linux Systems. In addition to his business interests, Daniel has a special interest in serving orphans and at-risk youth worldwide. He has served as a Board Trustee and Investment Committee Chairman for the United Methodist Holston Home for Children and currently supports orphanages in Mexico and Uganda.

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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