Diversified Trust
Jason Wheat, CFA has worked as a Vice President at Diversified Trust since February 2016. Prior to that, they also held the role of Vice President at FTN Financial from February 2003 to April 2015.
Jason Wheat, CFA completed their Master of Science degree in Accounting from Rhodes College in 2006. Prior to that, they attended the University of Mississippi from 1997 to 2001 for their undergraduate studies. Jason completed their secondary education at Memphis University School from 1992 to 1997. Although the specific degree name and field of study for their undergraduate studies are not provided, it can be inferred that they obtained a degree from the University of Mississippi.
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.