Diversified Trust
Kayleigh Cowser has a diverse work experience in the legal and financial field. Kayleigh began their career as a Law Intern at Kenneth C. Martin, Esq. in 2013, followed by an Attorney Help Desk Volunteer Intern position at Summit County Juvenile Court in 2014. Kayleigh then worked as an Associate Attorney at Littlejohn Law, LLC. from November 2015 to July 2016. Kayleigh went on to join The Lynch Law Group, LLC. in March 2017 as an Attorney, specializing in Estates and Trusts as well as Family Law. Kayleigh gained expertise in areas such as Estate and Trust Administration, Estate Planning, Probate, and Business Succession Planning. In August 2020, they joined Clearstead as a Director, focusing on Trusts and Estates. Here, they provided guidance to clients on estate and trust planning strategies and handled tax preparation. Currently, Kayleigh holds the position of Vice President at Diversified Trust since March 2023.
Kayleigh Cowser attended Ohio Dominican University from 2007 to 2011, where they earned a Bachelor of Arts (B.A.) degree. Kayleigh'smajor subjects of study were Political Science, Philosophy, and History. Following that, they pursued a Juris Doctor (J.D.) degree at the University of Akron School of Law, from 2011 to 2014.
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.