Lisa Williams Ashby

Lisa Williams Ashby
Director of Client Services

303 Peachtree St NE

15th Floor,

Atlanta, GA 30308-3200

About me

Background

Lisa Williams Ashby is a senior vice president and regional manager within the Foundations and Endowments Specialty Practice at Truist, managing a team responsible for client service delivery. She and her team serve as key strategic advisors to new and existing nonprofit relationships, delivering comprehensive investment advisory, administration, planned giving, trust, and fiduciary services to and administering assets for foundations, hospitals, educational institutions, cultural organizations, human service agencies, associations, municipalities, and other nonprofits.

She offers clients more than 33 years of financial services experience, including foreign exchange, credit risk management, and global wealth and investment management. She joined Truist in 2012, after having worked with Bank of America and JPM Chase for 10 and 14 years, respectively.

Education

Master of Business Administration, core international finance
St. John's University 1992
Bachelor of Science
Georgetown University 1987

Personal Interests

Lisa earned a bachelor’s in Spanish from Georgetown University, spending her junior year in Salamanca, Spain. She earned her core MBA in international finance from St. John’s University. 

She’s a member of the ambassador force for the Grady Health Foundation in Atlanta and served on the Grady Foundation Board for four years, while also serving as board president for Walton High School cross country and track and field. Before moving to Atlanta, she served as board president for the Jamaica Center for Arts and Learning. She was named a “40 Under Forty” by The Network Journal for her community and business work. In 2018, she was recognized as a Most Powerful and Influential Woman by the National Diversity Council.

She actively works with Nicholas House, a Better Chance, Autism Speaks, and United Way, and is a volunteer with the Woodruff Annual Corporate Campaign, an alumnus of the 2018 class of Leadership Cobb, and the 2019 recipient of the Charles Yates award. She also chaired CycleNation for the American Heart 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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