Kevin P. Peak
Senior Vice President
FESP Business Development Officer
Senior Vice President
FESP Business Development Officer
Truist Plaza
303 Peachtree St NE,
31st Floor,
Atlanta, GA 30308-3200
About me
Background
Kevin Peak is a Business Development Officer within the Foundations and Endowments Specialty Practice at Truist, providing nonprofit organizations with in-depth consulting regarding their investment and administrative needs. He leads the initial engagement and works 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.
Kevin has more than 20 years of experience in the financial services industry, having started his career in consumer banking in NationsBank’s management training program. After business school, he served as a consultant on a variety of projects with large financial institutions, both domestically and internationally. For the past 15 years, he’s 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.
Education
B.S. Foreign Service, International Economics
Georgetown University
MBA, Operations and Marketing
Vanderbilt University Owen Graduate School of Management
Personal Interests
Kevin earned his B.S. in international economics from Georgetown University, and his MBA, with a marketing and operations focus, from Vanderbilt’s Owen Graduate School of Management.
Specialties
Fiduciary
Trust formation and planning strategies, corporate trustee and executor services, trust administration and management, successor and irrevocable life insurance trustee, Delaware and dynasty trusts
Philanthropy
Philanthropic strategies, charitable structure evaluation, private foundations and grant management, donor advised funds
Not-for-profit endowment or foundation management
Tailored investment services and comprehensive administrative solutions for not-for-profit endowments and foundations
Institutional investment management
Full-service asset management solutions for a diverse group of clients, including corporate, public, insurance, not-for-profit, and health care institutions
