Laurie Bagley, Investment Advisor

Foundations and Endowments Specialty Practice

Laurie Bagley Photo

Laurie Bagley, Investment Advisor

Foundations and Endowments Specialty Practice

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303 Peachtree Street, 15th Floor

Atlanta, GA 30308

About

Laurie D. Bagley is a Senior Vice President and Investment Advisor within the Foundations and Endowments Specialty Practice at SunTrust Bank. Laurie offers clients more than 31 years of investment management experience, with an exclusive focus on non-profits since 1995. Laurie earned her Bachelor of Science in Industrial Management from the Georgia Institute of Technology in 1984. She also attended the Endowment Institute at Harvard University in 1996.

As an Investment Adviser, Laurie advises on the development and implementation of investment strategies to help clients meet their short and long term goals. She 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.

Laurie came to SunTrust Bank from Commonfund, where she was a Managing Director and senior relationship officer for educational endowments, foundations and other non-profits on the east coast for almost 18 years. Prior to Commonfund, Laurie was a Consultant at Sedgwick Noble Lowndes, providing investment advisory services to plan sponsors of defined benefit and defined contribution plans. She started her career with Kidder, Peabody & Co. in Atlanta and joined their PRIME Consulting Group in New York, NY. Laurie holds several FINRA designations.

A native of Atlanta, Laurie is a member of the Board of Trustees for the Georgia Tech Foundation and currently serves on the Investment and Governance Committees. She is a former member of the Georgia Tech Alumni Association Board of Trustees and its Executive Committee and is active in many alumni events and initiatives.

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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