David Thomas

David Thomas
Trust & Investment Portfolio Manager

303 Peachtree St NE

31st Floor,

Atlanta, GA 30308-3200

About me

Background

I am a Trust & Investment Portfolio Manager with Truist Bank. I offer clients more than 25 years of financial services, retirement planning, and investment management experience.  In this role, I provide proactive, personalized investment management and client service and develop disciplined, risk adjusted asset management solutions tailored to meet individual client objectives. Prior to my current role, I was a Financial Planner for Ameriprise Financial. Earlier in my career, I worked for 6 years for a New York City based Hedge Fund serving in a number of roles from trading to research.

Education

Bachelor of Arts in Finance
Baruch College 1998 2001
Masters of Business Administration
University of Phoenix 2004 2006

Personal Interests

I earned a bachelor’s in finance from the University of Baltimore. I serve as a board member on the Howard Community College’s educational foundation board and for Respite Retreats, a local non-profit providing retreats of respite to cancer patients and their caregivers. Additionally, I’m a member of the Columbia-Patuxent Rotary Club and regularly participate in service projects throughout the community.

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

  • 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

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