Thomas Bates, CFA, currently serves as the Director of Foundations & Endowments Institutional Investment Advisor at Truist, a position held since October 2021. Prior to this role, Thomas worked at U.S. Trust from September 2015 to October 2021 as a Portfolio Manager Senior Associate. Earlier experience includes serving as a Financial Analyst at Huguenot Fuels from October 2014 to September 2015 and as an Analyst at The Palmetto Group for a brief period in 2014. Thomas Bates holds a Bachelor of Science degree in Finance from the College of Charleston, where education was completed between 2010 and 2014.
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