Stephen Yarbrough

Stephen M. Yarbrough
Head of Institutional Investment Mgmt.

303 Peachtree St NE,

Atlanta, GA 30308-3200

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About me

Background

I’m a Senior Vice President and head of Truist’s Institutional Investment Management businesses, responsible for leading Truist’s Foundations and Endowments Specialty Practice and Retirement and Institutional Services business. My team serves a wide range of institutions, including foundations, public charities, healthcare organizations, associations, and corporations. 

Over my 30-year career, I’ve held a variety of leadership and strategy roles. In each, I’ve maintained a consistent theme: fostering cultures focused on delivering experience that meets clients’ unique needs, resulting in both long-lasting relationships and high teammate engagement. The Foundation and Endowment Specialty Practice was named “One of the Best Places to Work” by Pensions and Investments magazine.

Education

B.A. in Economics
Virginia Military Institute 1990

Personal Interests

I’m a current trustee for the Camp-Younts Foundation, a past trustee for the Georgia Trust for Historic Preservation, and served on the board of advisors for Girls on the Run Atlanta.

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

  • 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

  • An agent designated to hold and safeguard assets (typically cash and/or securities) on behalf of one or multiple parties

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