Chetan N. Shah, MS, MBA
Atlanta, GA
Chet is an Institutional Investment Advisor in the Truist Foundations and Endowments Specialty Practice at Truist Bank. Truist’s Foundations and Endowments Specialty Practice delivers comprehensive investment advisory, administration, planned giving, custody, trust and fiduciary services to nonprofit organizations.
Chet joined Truist in 2018. He has over 17 years of investment experience with the past 14 years specializing in investing assets for institutions and high-net-worth individuals. Prior to his current position, he was with Duff & Phelps’ Portfolio Valuation group, where he provided business valuation and intangible asset valuation for hedge funds, private equity funds and business development companies. Previously, Chet was a Portfolio Manager at J.P. Morgan where he delivered customizable investment solutions tailored to clients across the high-net-worth space.
Chet resides in Atlanta, Georgia with his wife and three kids. He received his Master of Business Administration and M.S. in Business Analytics from Indiana University, and a Bachelor of Science in Finance from Penn State University.