Background
Phil Payne is a Truist Vice President and an Investment Manager for the Sports & Entertainment Group. In this role, Phil takes a holistic approach to understanding each client’s unique situation and strives to help clients meet their financial and retirement objectives through tailored investment solutions. By focusing on each client’s willingness and ability to tolerate risk, Phil constructs and actively manages investment portfolios that align with each client’s evolving situation.
Phil has been with Truist for six years and has spent this time working with and helping high net worth families, athletes and entertainers meet their financial goals. Prior to joining Truist, Phil worked in the equity research industry and most recently was with Telsey Advisory Group (TAG) where he worked as an equity research associate and provided institutional investors with research on publicly traded companies in the restaurant sector.
Phil has earned both the Chartered Financial Analyst (CFA) designation and the Chartered Alternative Investment Analyst (CAIA) designation. He is also an active member of both Atlanta CFA & CAIA Societies. An East TN native, Phil is a graduate of the University of Tennessee where he received both an undergraduate in Finance and an MBA. As an extreme sports enthusiast, Phil spends his free time training jiu jitsu, mountain biking, snowboarding, and surfing.
Investment Advisor Representative, Truist Advisory Services, Inc.
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