Joseph M. Thompson

President & Chief Executive Officer, SunTrust Investment Services, Inc., Corporate Executive Vice President & Head of Private Wealth Management at SunTrust Banks, Inc.

Joseph M. Thompson

Joseph M. Thompson

President & Chief Executive Officer, SunTrust Investment Services, Inc., Corporate Executive Vice President & Head of Private Wealth Management at SunTrust Banks, Inc.

Overview
Career Highlights

SunTrust Advisory Services, Inc.
SunTrust Investment Services, Inc.

RelSci Relationships

1700

Number of Boards

4

Relationships
RelSci Relationships are individuals Joseph M. Thompson likely has professional access to. A relationship does not necessarily indicate a personal connection.

Chairman & Chief Executive Officer at SunTrust Banks, Inc.

Relationship likelihood: Strong

Corporate Executive Vice President & Chief Financial Officer at SunTrust Banks, Inc.

Relationship likelihood: Strong

Chief Operations Officer, Assistant Secretary at SunTrust Advisory Services, Inc.

Relationship likelihood: Strong

Co-Chief Operating Officer at SunTrust Banks, Inc.

Relationship likelihood: Strong

Vice Chairman & Co-Chief Operating Officer at SunTrust Banks, Inc.

Relationship likelihood: Strong

Chief Investment Officer at GFO Advisory Services LLC

Relationship likelihood: Strong

President & Director at Atlanta Symphony Orchestra

Relationship likelihood: Strong

Head-Treasury & Payment Solutions at SunTrust Banks, Inc.

Relationship likelihood: Strong

Chief Executive Officer, Board Member at GFO Advisory Services LLC

Relationship likelihood: Strong

Head of Sales for Treasury & Payment Solutions at SunTrust Banks, Inc.

Relationship likelihood: Strong

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Joseph M. Thompson
President & Chief Executive Officer, SunTrust Investment Services, Inc., Corporate Executive Vice President & Head of Private Wealth Management at SunTrust Banks, Inc.
Education
Master's Degree in Business Administration
Class of 1994

Harvard Business School (HBS) is the graduate business school of Harvard University in Boston, Massachusetts, United States. The school offers a large full-time MBA program, doctoral programs, and many executive education programs. It owns Harvard Business School Publishing, which publishes business books, leadership articles, online management tools for corporate learning, case studies, and the monthly Harvard Business Review.

Bachelor of Arts
Class of 1989

Williams College is a private liberal arts college located in Williamstown, Massachusetts, United States. It was established in 1793 with funds from the estate of Ephraim Williams. Originally a men's college, Williams became co-educational in 1970. It is located in Williamstown, MA, USA.

Attendee

The Westminster Schools operates schools and educational institutions. It is a Christian, independent day school for boys and girls from pre-first through high school. The school was founded in 1951 and is headquartered in Atlanta, GA

Career History
Chairman, President & Chief Executive Officer
2014 - Current

SunTrust Advisory Services offers investment management and investment advisory services utilizing one of the following business channels: Self-Directed Brokerage Accounts (client investible assets below $50,000); the Client Advisory Center (CAC) (client investable assets of $50,000 to $100,00); and their Full Service Brokerage and Investment Advisory program (client investable assets over $100,000).The STAS AMC Asset Management Consulting (AMC) program consists of AMC Allocation Plus and AMC Advise. AMC Allocation Plus is a non-discretionary advisory program in which STAS recommends that client invest and reinvest in a variety of securities including common and preferred stocks, shares of mutual funds, closed-end funds, and ETFs, options, warrants, rights, alternative investments, including hedge funds and fund-of-funds and corporate, municipal or governmental bonds, notes, or bills within guidelines set by the STAS Policy Committee. The AMC Advise Program offer clients discretionary, individualized investment management by STAS Advisors for an asset-based fee. The client authorizes an Advisor to manage their assets by purchasing and/or selling individual stocks, bonds, mutual funds, closed-end funds, ETFs, CDs, money market instruments, depository receipts or other similar instruments. Limited types of options transactions may be conducted for the AMC Allocation Plus and AMC Advise programs. These investment strategies do not use margin or short selling.STAS' CAC consists of approximately 40 Advisors (CAC FAs) who assist clients in meeting their financial needs with financial planning and access to the firm's 3rd Party/Wrap programs. STAS has contracted with Envestnet Asset Management, Inc., for administrative services related to the AMC programs. Envestnet is also a sponsor or co-sponsor, and acts an investment advisor with respect to: the Envestnet Sentry and AMC Pinnacle Programs.The firm's AMC Fund Select Tactical, AMC Fund Select Tactical-Focus, and AMC Fund Select Advisor Programs include an array of mutual fund and ETF portfolios based on risk-based modeling using asset allocation.STAS' AMC Pinnacle is a UMA that gives clients the choice of advisory services by combining certain investment vehicles within one account. The STAS Investment Advisory Group (IAG) acts as manager and selects a combination of models of model providers, mutual funds and ETFs for client accounts.

President & Chief Executive Officer, SunTrust Investment Services, Inc., Corporate Executive Vice President & Head of Private Wealth Management
Current

SunTrust Banks, Inc. is a bank and financial holding company that engages in the provision of financial services. It offers deposit, credit, mortgage banking, trust and investment, asset management, securities brokerage, and capital market services. It operates through the following segments: Consumer, Wholesale, and Corporate Other. The Consumer segment consists of consumer banking, lending, wealth management, and mortgage banking services. The Wholesale segment relates to advisory, capital raising, and financial risk management; commercial and business banking, commercial real estate; as well as treasury and payment solutions. The Corporate Other segment covers management of the company's investment securities portfolio, long-term debt, end user derivative instruments, short-term liquidity and funding activities, balance sheet risk management, and most real estate assets. The company was founded in July 12, 1984 and is headquartered in Atlanta, GA.

Head of Private Wealth Management
Current

SunTrust Banks, Inc., through their subsidiary, SunTrust Bank (Wealth Management), offers a full line of financial services for consumers and businesses including deposit, credit, and trust and investment services. They also provide mortgage banking, asset management, securities brokerage and capital market services through other subsidiaries. SunTrust operates through three business segments: Consumer Banking and Private Wealth Management, Wholesale Banking, and Mortgage Banking. SunTrust's Consumer Banking and Private Wealth Management segment consists of two primary businesses: Consumer Banking and Private Wealth Management. The Consumer Banking business provides consumer deposits, home equity lines, consumer lines, indirect auto, student lending, bank card, and other consumer loan and fee-based products. The Private Wealth Management business provides a distinct client experience to simplify the complex needs of the high net-worth client.

Boards & Committees
Chairman, President & Chief Executive Officer
2014 - Current

SunTrust Advisory Services offers investment management and investment advisory services utilizing one of the following business channels: Self-Directed Brokerage Accounts (client investible assets below $50,000); the Client Advisory Center (CAC) (client investable assets of $50,000 to $100,00); and their Full Service Brokerage and Investment Advisory program (client investable assets over $100,000).The STAS AMC Asset Management Consulting (AMC) program consists of AMC Allocation Plus and AMC Advise. AMC Allocation Plus is a non-discretionary advisory program in which STAS recommends that client invest and reinvest in a variety of securities including common and preferred stocks, shares of mutual funds, closed-end funds, and ETFs, options, warrants, rights, alternative investments, including hedge funds and fund-of-funds and corporate, municipal or governmental bonds, notes, or bills within guidelines set by the STAS Policy Committee. The AMC Advise Program offer clients discretionary, individualized investment management by STAS Advisors for an asset-based fee. The client authorizes an Advisor to manage their assets by purchasing and/or selling individual stocks, bonds, mutual funds, closed-end funds, ETFs, CDs, money market instruments, depository receipts or other similar instruments. Limited types of options transactions may be conducted for the AMC Allocation Plus and AMC Advise programs. These investment strategies do not use margin or short selling.STAS' CAC consists of approximately 40 Advisors (CAC FAs) who assist clients in meeting their financial needs with financial planning and access to the firm's 3rd Party/Wrap programs. STAS has contracted with Envestnet Asset Management, Inc., for administrative services related to the AMC programs. Envestnet is also a sponsor or co-sponsor, and acts an investment advisor with respect to: the Envestnet Sentry and AMC Pinnacle Programs.The firm's AMC Fund Select Tactical, AMC Fund Select Tactical-Focus, and AMC Fund Select Advisor Programs include an array of mutual fund and ETF portfolios based on risk-based modeling using asset allocation.STAS' AMC Pinnacle is a UMA that gives clients the choice of advisory services by combining certain investment vehicles within one account. The STAS Investment Advisory Group (IAG) acts as manager and selects a combination of models of model providers, mutual funds and ETFs for client accounts.

Member, Executive Council
Current

SunTrust Banks, Inc. is a bank and financial holding company that engages in the provision of financial services. It offers deposit, credit, mortgage banking, trust and investment, asset management, securities brokerage, and capital market services. It operates through the following segments: Consumer, Wholesale, and Corporate Other. The Consumer segment consists of consumer banking, lending, wealth management, and mortgage banking services. The Wholesale segment relates to advisory, capital raising, and financial risk management; commercial and business banking, commercial real estate; as well as treasury and payment solutions. The Corporate Other segment covers management of the company's investment securities portfolio, long-term debt, end user derivative instruments, short-term liquidity and funding activities, balance sheet risk management, and most real estate assets. The company was founded in July 12, 1984 and is headquartered in Atlanta, GA.

Member, Board of Trustees
Current

National Foundation For Advancement in the Arts, Inc. nurtures young artist. It assist artists at critical junctures in educational and professional development. The company was founded by Lin Arison and Ted Arison in 1981 and is headquartered in Miami, FL.

Member, Board of Directors
Current

The Atlanta Symphony Orchestra (ASO) is an American orchestra based in Atlanta, Georgia, USA. Robert Spano has been its music director since 2001. The ASO's main concert venue is Atlanta Symphony Hall in the Woodruff Arts Center. In 2008 the ASO opened its new 12,000-seat Verizon Wireless Amphitheatre at Encore Park in north Fulton County in the town of Alpharetta, some 22 miles north of Atlanta, where it presents concerts of its own as well as those by various pops groups. Encore Park and the Amphitheatre are owned by the Woodruff Arts Center, the ASO's parent organization. Including Encore Park and its activities at Atlanta Symphony Hall and Chastain Park, the ASO expects to present more than 300 performances annually. With a budget expected to increase to US $50 million with the completion of its new Amphitheatre, the ASO has become one of the six or seven largest orchestras in America, by budget size. The ASO's budget includes not only the costs of production, along with musician and staff salaries and benefits, but also the Orchestra's very significant expenditures on education, community outreach, special events and fundraising. Since 2005 the Orchestra has been actively planning for the construction of a new principal concert hall. In addition to the Verizon Amphitheatre the Orchestra plays an extensive outdoor summer pops concert series at Atlanta's city-owned Chastain Park and at other parks in the area.

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