Robert Norfleet, Investment Advisor

Foundations and Endowments Specialty Practice

Robert Norfleet Photo
Robert Norfleet, Investment Advisor

Foundations and Endowments Specialty Practice

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919 East Main Street, 7th Floor

Richmond, VA 23219

About

Robert (Rob) Norfleet is an Investment Advisor within the Foundations and Endowments Specialty Practice at SunTrust Bank. Rob holds a Bachelor of Arts Degree in English and a minor in Economics from the University of the South and a Master of Business Administration from Virginia Commonwealth University's Executive Program, where he was elected to the business honor society, Beta Gamma Sigma.

As an Investment Advisor, Rob 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.

In his 23 years of investing experience, Rob has held senior "sell side" equity analyst positions at Alembic Global Advisors, BB&T Capital Markets and Davenport & Company. Rob also worked for two multi strategy hedge funds. In his previous roles, Rob has participated in numerous capital markets engagements including public and private equity and debt offerings, M&A transactions and aiding in fairness opinions.

During Rob's career he has been publically recognized as the top analyst in his respective industry by Starmine/Thomson, The Wall Street Journal and Forbes. Rob has served as a board member for the Richmond SPCA and on the Alumni Board at St. Christopher's School and is a member of St. Stephen's Church. He is married and has three children.

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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