Jeff Howard Cfa, Cfp®

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.