Background
Laurie Bagley is a senior vice president and Investment Advisor within the foundations and endowments specialty practice, offering clients more than 34 years of investment management experience, with an exclusive focus on not-for-profits since 1995. She also holds the Certified Trust and Fiduciary Advisor designation.
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.
Laurie advises on the development and implementation of investment strategies to help her clients address their short- and long-term goals, while following a disciplined process of assessing their financial situation to determine their risk tolerance, forming and executing an appropriate investment strategy, and performing regular portfolio rebalancing and reporting to obtain measurable results.
Laurie joined Truist in 2012 from Commonfund, where she was a managing director and senior relationship officer for educational endowments, foundations, and other not-for-profits on the East Coast for almost 18 years. Prior to Commonfund, she was a consultant at Sedgwick Noble Lowndes, providing investment advisory services to plan sponsors of defined benefit and defined contribution plans. She started her career with Kidder, Peabody & Co. in Atlanta and joined their PRIME Consulting Group in New York, New York.
Personal Interests
Laurie earned a Bachelor of Science in industrial management from the Georgia Institute of Technology in 1984 and also attended the Endowment Institute at Harvard University in 1996. She is a member of the board of trustees for the Georgia Tech Foundation, serving on the investment committee, and is a prior member of the board of trustees and an executive committee member of the Georgia Tech alumni association.
