Armond Reese

Armond R. Reese, CFA®, AIF®, CAIA
Managing Director FESP Regional Practice Leader

303 Peachtree St NE

31st Floor,

Atlanta, GA 30308-3200

Armond.Reese@Truist.com

Phone 404-724-3852

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About me

Background

Armond Reese is a Regional Practice Leader within the Foundations and Endowments Specialty Practice, offering clients 22 years of investment management experience. He holds his Chartered Financial Analyst,® Chartered Alternative Investment AnalystSM, and Accredited Investment Fiduciary® designations.

He advises on the development and implementation of investment strategies to help his clients address their short- and long-term goals. He follows a disciplined process of assessing an organization’s financial situation, forming and executing an appropriate investment plan, and performing ongoing portfolio maintenance to obtain measurable results. 

Armond joined Truist in 1999 and served as a member of its portfolio construction group for several years. In this role, he was responsible for selecting and monitoring fund managers utilized in the firm’s companywide investment strategies. Over the course of his career, he’s developed a deep passion for educating individuals about the importance of financial literacy and strongly believes everyone should have a basic understanding of the financial markets.  

Education

BBA Finance
Georgia Southern University 1995 1999
Investment Management Workshop
CFA Institute/ Harvard Business School 2019

Specialties

  • Market strategy insights, strategic and tactical asset allocation guidance, open-architecture investing platform, long-term investment strategies, alternative investments, private equity and debt offerings, and more

  • Exclusive educational events, whitepapers, articles, podcasts, legacy planning, next-generation education

  • Market strategy insights, strategic and tactical asset allocation guidance, open-architecture investing platform, long-term investment strategies, alternative investments, private equity and debt offerings, and more

  • Tailored investment services and comprehensive administrative solutions for not-for-profit endowments and foundations

  • Full-service asset management solutions for a diverse group of clients, including corporate, public, insurance, not-for-profit, and health care institutions

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