Diversified Trust
Jon Wright began their work experience in 2007 at Deloitte & Touche, where they worked for roughly 7 years in various roles, including staff, senior, and manager. During this time, they served as a lead for financial statement and internal control audit engagements for both public and private clients across multiple industries. Jon also managed clients and engagement teams through complex acquisitions and divestitures. In 2014, Jon joined Diversified Trust as the Senior Vice President of Finance. In 2019, they were promoted to the role of Chief Financial Officer. Diversified Trust is an employee-owned comprehensive wealth management firm with over $5 billion of client assets under management.
Jon Wright completed their Bachelor's Degree in Accounting, Business, and Economics from Centenary College of Louisiana from 2002 to 2006. Jon then pursued further education at The University of Memphis, where they obtained a Master of Business Administration (M.B.A.) degree in 2007.
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.