Thomas Bates

Thomas Bates , CFA®
Director Institutional Investment Advisor

303 Peachtree St. NE

15th Floor,

Atlanta, GA 30308

Thomas.C.Bates@Truist.com

Phone 404-658-4116

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About me

Background

Tom Bates is an institutional investment advisor within the Foundations and Endowments Specialty Practice and offers clients more than a decade of investment management experience. The practice delivers comprehensive investment advisory, administration, trust, and fiduciary services to nonprofit organizations, administering assets for foundations, hospitals, educational institutions, cultural organizations, human service agencies, associations, municipalities, and other nonprofits.

Having earned the Chartered Financial Analyst® (CFA®) professional designation, Tom advises clients on developing and implementing investment strategies to help them address their immediate and future goals. He follows a disciplined process of assessing a client’s financial situation, forming and executing an appropriate investment plan, and performing ongoing portfolio maintenance. 

Education

Bachelor of Science
College of Charleston

Personal Interests

Tom is on the board of directors at the College of Charleston Investment Program. He volunteers his time with several local community organizations and is a member of CFA Society North Carolina.

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

  • 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

  • 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

Locations

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