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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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Investment Management

Headquarters

Employees

Links

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Chairman And Chief Executive Officer

Sam Graham

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Director Of Marketing And Branding

Brittany Wyrick

Senior Vice President

Principal & Chief Compliance Officer

Chief Financial Officer

Senior Vice President - Client Relationship Manager

Senior Vice President Of Operational Excellence And Quality Management

Managing Principal And Chief Wealth Strategist

Deputy Chief Investment Officer

Samuel Fraundorf Cpa

Chief Investment Officer

Wallace Johnson (Buster)

Managing Principal - North Carolina

Vice President

Senior Vice President

Kayleigh Cowser

Vice President

Vice President

Principal & Director Of Strategic Projects & Operations

Executive Assistant Office Manager

Michael Gragnani

Director Of Client Development

Vice President - Systems Administrator

Teams

Leadership Team

45 members

Marketing and Branding

38 members

Client Services and Relationship Management

8 members

Finance and Accounting

9 members

Operations and Administration

6 members

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