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.

Investment Management

Diversified Trust

Sam Graham

Chris Kelley

Michael Gragnani

Adele Anderson

Doug Turner

Kim van Zee

Kayleigh Cowser

Jason Wheat

Carolyn Hicks

Wallace Johnson (Buster)

Samuel Fraundorf Cpa

Jason Lioon

Brook Lester

Lindsey Gill

Lynanne Newman

Jon Wright

Terry Stanford

Brittany Wyrick

Betsy Wills

The Finance and Accounting team at Diversified Trust is responsible for overseeing the firm’s financial operations, ensuring accurate reporting, compliance, and effective management of client funds. This team collaborates with investment professionals to provide comprehensive financial analysis, enhance operational excellence, and support fiduciary services, ultimately ensuring aligned interests with client priorities and seamless wealth management.

Finance and Accounting

Leadership Team

Marketing and Branding

Client Services and Relationship Management

Finance and Accounting

About

Team members

Other teams at Diversified Trust

Leadership Team

Marketing and Branding

Client Services and Relationship Management