Evan Moog

Evan Moog, CFA®
Senior Vice President Institutional Investment Advisor Truist Bank

919 E Main St

Richmond, VA 23219

Evan.Moog@truist.com

Phone 804-782-5770

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About me

Background

Evan Moog is a Senior Investment Manager within the Truist Foundations and Endowments Specialty Practice. He provides non-profit clients with investment advisory and Outsourced Chief Investment Officer (OCIO) services. He is also a part of the Enhanced Cash Strategies Practice. 

With over 10 years of investment experience, Evan brings expertise in asset allocation strategies, portfolio management, investment research, and market strategy. Prior to joining Truist Foundations and Endowments Specialty Practice, Evan was a Senior Fixed Income Investment Analyst with the Truist Advisory Services, Inc. responsible for establishing Truist's fixed income strategy and outlook. Evan also worked with the Portfolio & Market Strategy team managing portfolios, providing strategic and tactical asset allocation and capital market research, and creating custom-constructed portfolio solutions. Evan co-authored the Fixed Income Perspective, Market Pulse, Market Navigator, and other related topical and market strategy communications. 

Prior to joining Truist in 2020, Evan joined Truist Investment Services, Inc. predecessor BB&T Scott & Stringfellow in 2019 serving as the advisory fixed income trader. He also helped manage BB&T Scott & Stringfellow's proprietary Global Core ETF Strategies. Evan also worked at Davenport & Company in Richmond, Virginia as an associate vice president and portfolio administrator. There he helped manage the corporate bond and fixed income ETF portfolios and wrote quarterly and market commentaries. 

Evan earned a bachelor's degree in finance from Christopher Newport University and is a Chartered Financial Analyst (CFA) charter holder. He is a member of the CFA Institute and CFA Society of Virginia. 

Education

B.S. Business Administration Finance
Christopher Newport University

Specialties

  • Cash-flow forecasting, business planning, asset accumulation strategies, savings and tax planning, executive compensation, retirement distributions

  • 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

  • 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

Locations

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