Background
Kevin Peak is a Business Development Officer within the Foundations and Endowments Specialty Practice at Truist, providing nonprofit organizations with in-depth consulting regarding their investment and administrative needs. He leads the initial engagement and works with the team to develop tailored solutions designed to support nonprofits in meeting their fiduciary duty, as well as preserving and growing their assets.
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.
Kevin has more than 20 years of experience in the financial services industry, having started his career in consumer banking in NationsBank’s management training program. After business school, he served as a consultant on a variety of projects with large financial institutions, both domestically and internationally. For the past 15 years, he’s worked with corporate treasurers and CFOs, both as a consultant and on the technology side, to help them improve the efficiency of their treasury operations.
Personal Interests
Kevin earned his B.S. in international economics from Georgetown University, and his MBA, with a marketing and operations focus, from Vanderbilt’s Owen Graduate School of Management.