Diversified Trust
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About Diversified Trust: Diversified Trust is an employee-owned comprehensive wealth management firm based in the Southeast with over $8 billion of client assets under management. Diversified Trust was founded in January, 1994 and has offices in Atlanta, Charleston, Greensboro, Memphis and Nashvill... Read more
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Sam Graham
Chief Executive Officer
Sam Graham
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Betsy Wills
Director Of Marketing And Branding
Brittany Wyrick
Senior Vice President
Terry Stanford
Principal & Chief Compliance Officer
Jon Wright
Chief Financial Officer
Lynanne Newman
Senior Vice President - Client Relationship Manager
Lindsey Gill
Senior Vice President Of Operations Management
Frm Cqf Jingwun Moore 廖靖雯 (Grace)
Senior Vice President - Manager Research
Brook Lester
Managing Principal And Chief Wealth Strategist
Jason Lioon
Deputy Chief Investment Officer
Samuel Fraundorf Cpa
Chief Investment Officer
Wallace Johnson (Buster)
Managing Principal - North Carolina
Carolyn Hicks
Vice President
Jason Wheat
Senior Vice President
Kayleigh Cowser
Vice President
Kim van Zee
Vice President
Doug Turner
Principal & Director Of Strategic Projects & Operations
Adele Anderson
Executive Assistant Office Manager
Michael Gragnani
Director Of Client Development
