Lisa Main is a Client Manager within the Foundations and Endowments Specialty Practice at Truist Bank.
Lisa joined FESP in February 2020. She is a graduate of Mercer University, Atlanta, a CERTIFIED FINANCIAL PLANNER™ professional 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.
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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