Armond Reese

Armond R. Reese, CFA®,AIF,CAIA
Institutional Investment Advisor

303 Peachtree St NE,

15th Floor,

Atlanta, GA 30308-3200

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About me

Background

I’m an Institutional Investment Advisor, Chartered Financial Analyst® (CFA®), Chartered Alternative Investment AnalystSM (CAIA®), and Accredited Investment Fiduciary® (AIF®) within the Foundations and Endowments Specialty Practice, offering clients 22 years of investment management experience.

I advise on the development and implementation of investment strategies to help my clients meet their short- and long-term goals. I follow 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. 

I joined Truist’s predecessor firm, SunTrust, in 1999 and served as a member of its portfolio construction group for several years. In this role, I was responsible for selecting and monitoring fund managers utilized in the firm’s company-wide investment strategies. Over the course of my career, I’ve developed a deep passion for educating individuals about the importance of financial literacy and strongly believe 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

Personal Interests

A graduate of Georgia Southern University, I serve on the board of Decatur Cooperative Ministry (DCM) and on the investment committee for the Atlanta Society of Finance and Investment Professional (ASFIP) Foundation. In addition, I’m a member of the CFA Society of Atlanta and the Atlanta chapter of the CAIA.

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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