Phil Payne

Phil U. Payne, CAIA®, CFA®
Investment Manager

3300 Northside Pkwy NW

Atlanta, GA 30327-2247

About me

Background

I am an Investment Manager for the Truist Sports & Entertainment Group. I joined Truist in 2016 and have spent my time working with affluent families and athletes and entertainers to help meet their financial goals. Prior to joining Truist, I worked in the equity research industry and most recently with Telsey Advisory Group (TAG) where I worked as an equity research associate and provided institutional investors with research on publicly traded companies in the restaurant sector.

Investment Advisor Representative, Truist Advisory Services, Inc. 
Check the background of this investment professional on FINRA's BrokerCheck

Education

Bachelor's of Science in Finance
University of Tennessee 2010
Master's in Business Administration
University of Tennessee 2012

Specialties

  • Exclusive educational events, whitepapers, articles, podcasts, legacy planning, next-generation education

  • Specialized wealth, investment, insurance, banking, and borrowing solutions for individuals and firms in the sports industry

  • Specialized wealth, investment, insurance, banking, and borrowing solutions for individuals and firms in the entertainment industry

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