Elizabeth Cabell Jennings

Elizabeth Cabell Jennings, CFA®,CIMA®,CAIA
Regional Practice Leader

919 E Main St,

Richmond, VA 23219-0005

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About me

Background

I’m a Regional Practice Leader within the Foundations and Endowments Specialty Practice. My role is to provide leadership to the Investment Advisory and Outsourced Chief Investment Officer roles across the Truist footprint within the practice, with a focus on the Mid-Atlantic region. I’m responsible for the articulation and implementation of a disciplined and consistent investment process designed to meet the needs of the not-for-profit sector.

I’ve held leading investment positions in my 30-plus year career, including heading the regional institutional and high-net-worth investment advisory team at Thompson, Siegel and Walmsley, LLC. I’ve also worked as a consultant to not-for-profit organizations to evaluate and select investment managers and OCIO providers.

I hold my Chartered Financial Analyst® (CFA®), Chartered Alternative Investment AnalystSM (CAIA®), and Accredited Investment Fiduciary® (AIF®) designations. I earned a bachelor’s in economics from the College of William and Mary and an MBA from the joint global program of IE and Brown University.

Education

Master of Business Administration
Brown University and IE Joint Program 2015 2016
Bachelor of Arts
The College of William and Mary 1982 1985

Personal Interests

I serve as a trustee and investment committee chair for the College of William and Mary Foundation, investment committee chair and board member at the Virginia Theological Seminary in Alexandria, and as a trustee and investment advisory committee chair for the City of Richmond Retirement System. I’m vice chair of the board of the Richmond Symphony, as well as serve on the boards of Hollywood Cemetery in Richmond and Church Schools in the Diocese of Virginia. 

I formerly served as board chair of the St. Catherine’s School Board of Governors and president of the St. Catherine’s School Foundation. I recently joined the investment advisory committee of the southern territory of the Salvation Army.

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

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

  • 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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