David Nicosia

David A. Nicosia
Senior Vice President Business Development Officer

1445 New York Ave, NW

4th Floor,

Washington, DC 20005

About me

Background

David is a Business Development Officer in the Foundations and Endowments Specialty Practice at Truist Bank delivering investment advisory and tailored outsourced-chief investment officer services. David has more than 20 years of institutional and wealth experience, working with not-for-profit organizations, including endowments and foundations. 

In his career, he has contributed to and led sales and business development functions working with not-for-profit organizations at Maryland Capital Management where he headed the firm's sales and marketing functions. He also served at Advanced Investment Partners, a majority-owned affiliate of State Street Global Advisors, where he oversaw Northeast client service, sales and marketing. He also previously worked at Old Mutual Asset Management and AllianceBernstein in New York. 

Education

BA
Mount Saint Mary’s University
MBA
Bolte School of Business, Mount Saint Mary’s University

Personal Interests

David has led many not-for-profit initiatives, focusing on grant making and philanthropic support. An avid racquet sports participant, he played varsity college tennis. A lacrosse enthusiast, he has also coached at the prep level.

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

  • 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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