Armond R. Reese,
CFA®, AIF®, CAIA
Managing Director
FESP Regional Practice Leader
Managing Director
FESP Regional Practice Leader
303 Peachtree St NE
31st Floor,
Atlanta, GA 30308-3200
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
Investment management
Financial education
Investment planning
Not-for-profit endowment or foundation management
Institutional investment management
Locations
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Map
303 Peachtree St NE,
31st Floor, Atlanta, GA 30308-3200
Office hours
Mon–Fri: 9am–5pm ET Sat: Closed Sun: Closed
Location data unavailable at this time. We apologize for the inconvenience.
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