Chet Shah

Chet Shah
Director FESP Institutional Investment Advisor

303 Peachtree St NE

31st Floor,

Atlanta, GA 30308

Chetan.Shah@truist.com

Phone 215-850-2866

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About me

Background

Chet is an Institutional Investment Advisor within the Foundations and Endowments Specialty Practice at Truist. He has over 18 years of investment experience with the past 15 years specializing in investing the assets of institutions and high-net-worth individuals.

The Foundations and Endowments Specialty 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.

Education

B.S. Finance
Penn State University 2002 2006
MBA
University of Indiana 2016 2018
MS, Business Analytics
University of Indiana 2015 2017

Personal Interests

Chet resides in Atlanta, Georgia with his wife and three kids. He serves on the board for Georgia Health Initiative and is the President of his son’s middle school football program.

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

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

  • 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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