John Truschel

John Truschel, CFA

Managing Director, Institutional Division
Alpharetta, GA

John Truschel is the managing director for the Institutional division of Blue Trust.

John leads the Institutional division, overseeing the growth and expansion of our service offering to endowments, foundations, and high net-worth individuals. He serves as chairman and Co-CIO of the new institutional investment committee. John has over 35 years of experience in institutional investment consulting serving clients across the globe, both small and large.

Prior to joining Blue Trust, he worked as vice president of finance & administration at Montreat College where he served as the college’s chief financial officer. Previously, he directed finance and business development operations at Gordon College in Wenham, MA.

John brings extensive experience in executive leadership, research and strategy, and leadership in investments and finance. He previously worked as chief investment officer and director of global investment strategy for The Boston Company Asset Management and principal/portfolio manager at Mercer Investment Management. John’s experience also includes roles at Standish Mellon Asset Management, The Tower Group, Fidelity Investments Institutional Services, and Federated Investors.

John earned his BA in history and religion from Westminster College in New Wilmington, PA, and his MBA with a concentration in finance from the University of Pittsburgh. He holds the Chartered Financial Analyst® (CFA®) designation and is a member of the CFA Institute. He also serves as an elder in his church. John and his wife, Laurie, have three adult children and one grandchild.

We first called Blue Trust to determine how soon I could retire. Our Blue Trust advisor guided us on a spiritual path at exactly the right time to focus us on God’s will at this stage of our lives and we will be forever thankful.

Jim & Norma W.Lake Elsinore, CA

I've been involved with financial planners for well over 40 years. There's very few of them that do it like Blue Trust. Very few concentrate on giving as part of the overall plan.

Terry Parker, Cofounder of National Christian FoundationFeatured in Faces of Generosity

Working with our Blue Trust advisor and their team of experts has been a 'game changer' for us to ensure we are managing our wealth wisely and being generous with the time, talents, and treasure we’ve been given--all from a biblical worldview.

President & CEO of a large privately owned companyDagsboro, DE