Chet Shah

Senior Vice President Institutional Investment Advisor Truist Bank

303 Peachtree St

Atlanta, GA 30308

Chetan.Shah@truist.com

215-850-2866

Get directions

See all locations

About me

Background

Chet is an Investment Advisor within the Truist Institutional Investment and Advisory Services team, where he delivers investment guidance, portfolio oversight, and strategic advice to nonprofit institutions, foundations, and endowments. He works closely with boards, investment committees, and executive leadership teams to develop disciplined investment programs aligned with long‑term mission and financial objectives.

Chet brings 20 years of investment experience, including 17 years focused on institutional and high‑net‑worth portfolio management. His background includes deep expertise in fixed income, multi‑asset portfolio design, risk management, and the oversight of complex investment programs.

Before joining Truist, Chet served in Duff & Phelps’ Portfolio Valuation group, where he specialized in valuing businesses and intangible assets for hedge funds, private equity firms, and business development companies. Earlier in his career, he served as a Portfolio Manager at JPMorgan, delivering investment management and customized advisory solutions to high‑net‑worth clients.

Chet resides in Atlanta, Georgia with his wife and three children. He is active in his community, serving on the Board of Directors for Georgia Health Initiative and the Junior League of Atlanta, and he currently serves as the President of his son’s football program.

He holds both a Master of Business Administration and a Master of Science in Business Analytics from Indiana University, along with a Bachelor of Science in Finance from Penn State University.

Education

B.S. Finance

Penn State University 2002 2006

MBA

University of Indiana 2016 2018

MS, Business Analytics

University of Indiana 2015 2017

Personal Interests

Specialties

Investment management

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

Philanthropy

Philanthropic strategies, charitable structure evaluation, private foundations and grant management, donor advised funds

Investment planning

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

Not-for-profit endowment or foundation management

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

Institutional investment management

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

Banking

A full range of premium banking options, including credit cards, personal and business lending, mortgages, home equity lines of credit, luxury and estate lending, and more

Fiduciary

Trust formation and planning strategies, corporate trustee and executor services, trust administration and management, successor and irrevocable life insurance trustee, Delaware and dynasty trusts

Risk management

Innovative, customized risk management strategies and solutions in partnership with McGriff and Truist Life Insurance Services, designed to protect every facet of your assets and income.