Diversified Trust
Joanna Burt is a seasoned professional in trust and operations management, currently serving as a Senior Operations Associate at Diversified Trust since May 2016. Prior experience includes roles as Trust Operations Officer/Manager at Delaware County Bank, overseeing operations for over 500 accounts, and Trust Associate at JPMorgan Chase & Co. Joanna's career began with internships at organizations such as Here's Life Inner City and Campus Crusade for Christ, along with administrative support at Ohio University College of Business. Joanna holds a Bachelor of Arts in Accounting from Mount Vernon Nazarene University, where studies occurred from 2003 to 2005.
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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.