Diversified Trust
Sam Graham has extensive work experience in the financial industry. Sam started their career at Ernst & Young as a Staff and Management Consulting Services professional from September 1984 to August 1986. Sam then joined First Tennessee Bank as a Vice President in 1986 and worked there until 1993. From 1994 to 2011, Sam served as the Managing Principal and Chief Operating Officer at Diversified Trust, a comprehensive wealth management firm. In 2011, they were promoted to Chief Executive Officer and currently holds the position of Chairman and Chief Executive Officer at Diversified Trust.
Sam Graham attended Memphis University School from 1976 to 1980. Sam then pursued a Bachelor of Science degree in Finance and Investments at the Haslam College of Business at the University of Tennessee from 1980 to 1984. Following that, Sam Graham enrolled in the Graduate School of Business and Economics at the University of Memphis, where they completed their M.B.A. between 1984 and 1986.
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.