Robert Olcott

Robert Olcott, CIMA®
Senior Vice President Business Development Officer

1445 New York Ave NW

4th Floor,

Washington, DC 20005-2125

About me

Background

Robert "Trey" Olcott is a Business Development Officer within the Foundations and Endowments Specialty Practice at Truist Bank. Truist’s 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.
 
Trey offers clients more than 10 years of investment experience. He graduated from the Moore School of Business at the University of South Carolina with a B.S. in Finance. He obtained the title Certified Investment Management Analyst (CIMA®) from the Investments & Wealth Institute™ accreditation program at the Wharton School of Business.
 
As a Business Development Officer, Trey provides nonprofit organizations in-depth consulting regarding their investment and administrative needs. He leads the initial engagement and works with the team to develop tailored solutions designed to support nonprofits meet their fiduciary duty as well as preserve and grow their assets. He also serves as a regional leader in developing and maintaining a strong business presence in the Greater Washington Region.

Education

BS, Finance
University of South Carolina 2005 2009

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

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

  • Tailored investment services and comprehensive administrative solutions for not-for-profit endowments and foundations

To
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