Daniel Shore

Daniel Shore, CIMA®, CTFA
FESP Institutional Investment Advisor

3322 West End Building

Nashville, TN 37203

About me

Background

Daniel Shore is a Institutional Investment Advisor with the Foundations and Endowments Specialty Practice at Truist. He offers clients more than 30 years of experience in investment management, commercial real estate, and technology venture development, with the most recent 19 years spent directly in the institutional investment field.

The Foundations and Endowments Specialty Practice delivers comprehensive investment advisory, administration, planned giving, custody, trust and fiduciary services to nonprofit organizations, administering assets for foundations, hospitals, educational institutions, cultural organizations, human service agencies, associations, municipalities, and other nonprofits. 

As a Certified Trust and Fiduciary Advisor (CTFA) and Certified Investment Management Analyst® (CIMA®) professional, Daniel develops and implement s investment strategies to help clients address their immediate and future goals. He follows a disciplined process of assessing a client's financial situation, forming and executing an appropriate investment plan, and performing ongoing portfolio maintenance to obtain measurable results.

Daniel's career in high tech included executive management positions with IBM, EloTouchsystems, Philips Consumer Electronics, and VA Linux Systems.

Education

Bachelor of Science Degree in Mechanical Engineering
University of Tennessee College of Mechanical and Aerospace Engineering 1987
Master's Degree in Economics
University of Tennessee Graduate School of Economics 1994
Executive Program in Operations Management
Stanford Graduate School of Business 1996

Personal Interests

In addition to Daniel's business interests, he enjoys golf, travel, and has a special interest in serving orphans and at-risk youths worldwide. He's previously served as a board trustee and investment committee chairman for the United Methodist Holston Home for Children and currently supports orphanages in Mexico and Uganda.

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

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

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