Laurie Bagley

Laurie Bagley, CTFA
FESP Institutional Investment Advisor

303 Peachtree St NE

15th Floor,

Atlanta, GA 30308-3200

About me

Background

I’m a Senior Vice President, Investment Advisor, and Certified Trust and Fiduciary Advisor (CTFA) 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. 

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 advise on the development and implementation of investment strategies to help my clients meet 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. 

I joined Truist’s predecessor firm, SunTrust Bank, in 2012 from Commonfund, where I 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, I was a consultant at Sedgwick Noble Lowndes, providing investment advisory services to plan sponsors of defined benefit and defined contribution plans. I started my career with Kidder, Peabody & Co. in Atlanta and joined their PRIME Consulting Group in New York, NY.

Education

Bachelor of Science Industrial Management
Georgia Institute of Technology 1984

Personal Interests

I earned a B.S. in industrial management from the Georgia Institute of Technology in 1984 and also attended the Endowment Institute at Harvard University in 1996. I’m a member of the board of trustees, serving on the investment committee, for the Georgia Tech Foundation, and a prior member of the board of trustees and executive committee member of the Georgia Tech alumni association.

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

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

  • 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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