Roger Estrada

Roger A. Estrada, AIF®
Business Development Officer

150 S US Highway 1

Suite 500,

Jupiter, FL 33477-5116

About me

Background

I’m a Business Development Officer within Truist’s Foundations and Endowments Specialty Practice at Truist. I offer over 21 years of financial services experience, that includes advising and managing assets for ultra-high-net-worth families, foundations, and endowments, and responsible for institutional business development focusing on nonprofits in FL. 

The practice delivers comprehensive investment advisory, administration, planned giving, custody, trust, and fiduciary services to nonprofit organizations, administering assets for foundations, hospitals, educational institutions, cultural organizations, human service agencies, associations, municipalities, and other nonprofits. 

Before coming to Truist in 2020, I served from 2003 to 2020 as the Southeast Regional Foundation and Endowment Director at TIAA from 2013 to 2020, responsible for institutional business development, investment policy development, asset allocation and risk analysis, spending policy and governance consulting, and NACUBO-based peer group reports. I also advised boards on how to improve their investment and fiduciary processes.

I maintain an Accredited Investment Fiduciary® (AIF®) designation and am a regular at such industry events as NACUBO, SACUBO, AGB, COF, and FPN. 

Personal Interests

I graduated from the University of South Florida with a B.S. in Business Administration and have completed executive education coursework at the Wharton School at The University of Pennsylvania. 

Specialties

  • Cash-flow forecasting, business planning, asset accumulation strategies, savings and tax planning, executive compensation, retirement distributions

  • Innovative, customized risk management strategies and solutions in partnership with McGriff and Truist Life Insurance Services, designed to protect every facet of your assets and income.

  • 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

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