Lisa Main

Lisa Main, CFP®, CTFA, CAP
Vice President FESP Client Manager Truist Bank

303 Peachtree St NE

15th Floor,

Atlanta, GA 30308-3200

About me

Background

Lisa Main is a Client Manager within the Foundations and Endowments Specialty Practice (FESP) at Truist Bank. 

Lisa joined FESP in February 2020.  She is a graduate of Mercer University, a Certified Trust and Fiduciary Advisor (CTFA), a CERTIFIED FINANCIAL PLANNER™ (CFP®), and Chartered Advisor in Philanthropy (CAP®) with over 25 years of experience working in the financial services industry. Prior to joining Truist, she was an account manager and operations manager at a specialty advisory firm where she administered estate and business continuation plans. Her prior banking experience includes working in both retail and operational roles.

The Foundations and Endowments Specialty Practice delivers comprehensive investment advisory, administration, planned giving, custody, trust and fiduciary services to nonprofit organizations. The firm administers assets for foundations, hospitals, educational institutions, cultural organizations, human service agencies, associations, municipalities, and other nonprofits.


Education

Bachelors of Applied Science
Mercer University 2004

Personal Interests

Lisa is engaged in her community as a volunteer and serves on the Board of PFLAG Sandy Springs.  She is a member of the Georgia Planned Giving Council.  

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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