Diversified Trust
Jeff Howard, CFA, CFP®, serves as the Director of Knowledge Management at Diversified Trust since September 2008, where responsibilities include managing and developing systems for the effective sharing of knowledge within the firm and with clients. In additional roles, Jeff served as Principal - Relationship Manager / Portfolio Manager, assisting clients in achieving their financial goals through comprehensive financial planning and customized investment management. Jeff was also the Atlanta Chief Operating Officer at Diversified Trust, a wealth management firm overseeing over $6.5 billion in client assets. Prior experience includes working as a Financial Advisor and Principal at Black Swan Financial, and owning JHE, Inc., providing various consulting services. Earlier career stages included multiple IT positions at Indus International. Jeff holds a Bachelor's degree in Management from Georgia Institute of Technology and a Master's degree in Personal Financial Planning from Georgia State University.
This person is not in any teams
This person is not in any offices
Diversified Trust
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 Nashville. Our clients include individuals, multi-generational families, foundations, endowments, retirement plans, and family-owned businesses. We are the largest independent trust company headquartered in Tennessee, and one of the largest in the Southeast. Our trust powers allow us to serve clients in various fiduciary capacities including trustee services and estate settlement services. For estates we offer administration, valuation, tax services, investment management, custodial and accounting services. Through Diversified Trust's extensive offering of financial advisory and family office services, our professionals will create a customized solution to address each client's unique situation. Our customized solutions can help address issues such as maximizing transfer of wealth, retirement cash flow needs, education funding, philanthropic goals, asset protection, bill payment and expense management, record keeping and document management, and family dynamics consulting. Diversified Trust offers extensive OCIO services to our institutional clients including advisement on investment policy, spending, investment management (execution and oversight), reporting, communications, audit support and planned giving initiatives. As a commitment to ensure our incentives are always aligned with the best interest of our clients, the principals of Diversified Trust have invested substantial personal and family assets alongside our clients. Our goal is simple - helping our clients focus on what is important to them.