Kevin Peak

Kevin P. Peak
Client Development Officer

FESP-GA

303 Peachtree St NE,

Atlanta, GA 30308-3200

About me

Background

I’m a Client Development Officer within the Foundations and Endowments Specialty Practice at Truist, providing nonprofit organizations with in-depth consulting regarding their investment and administrative needs. I lead the initial engagement and work with the team to develop tailored solutions designed to support nonprofits in meeting their fiduciary duty, as well as preserving and growing their assets.

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. 

I have over twenty years of experience in the financial services industry, having started my career in consumer banking in NationBank’s management training program. After business school, I served as a consultant on a variety of projects with large financial institutions, both domestically and internationally. For the past fifteen years, I’ve worked with corporate treasurers and CFOs, both as a consultant and on the technology side, to help them improve the efficiency of their treasury operations. 

Investment Adviser Representative, Truist Advisory Services, Inc.

Education

B.S. Foreign Service, International Economics
Georgetown University
MBA, Operations and Marketing
Vanderbilt University Owen Graduate School of Management

Personal Interests

I earned my B.S. in international economics from Georgetown University and my MBA, with a marketing and operations focus, from Vanderbilt’s Owen Graduate School of Management.

Specialties

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

  • 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

To
Loading location info... Loading the directions...

Location data unavailable at this time. We apologize for the inconvenience.

Map

{0}

{1}

{2}

Office hours

{5}

Phone {3}
Fax {4}

{0} {1}
{0} {2} {3} {1} miles

Recommended Resources

    {0}
    {6}
    {7}
    {8}
    {9}
    {12}
    {10}
    {11}

    {3}

    {1}
    {8}
    {9}
    {10}
    {11}
    {14}
    {12}
    {13}
    {1}
    {2}
    {7}
    {8}
    {9}
    {10}
    {11}
    {14}
    {12}
    {13}