Diversified Trust
Stewart Koch began their career as an Asset Management Intern at UBS in 2008. Stewart then interned at Morgan Stanley Smith Barney in 2009. After that, they worked as a Retirement Plan Services Associate at Merrill Lynch from 2010 to 2011. From 2011 to 2017, Stewart worked at J.P. Morgan, where they held the position of Licensed Associate and was responsible for developing asset allocations, trading products, and generating research. In 2017, Stewart joined Diversified Trust as a Senior Vice President, where they are involved in comprehensive wealth management for clients.
Stewart Koch completed their education at Furman University from 2006 to 2010, earning a Bachelor of Arts degree in Business Administration. Prior to that, they attended duPont Manual High School from 2002 to 2006 and was part of the Math, Science, and Technology Magnet program. Additionally, Stewart obtained certifications in the financial industry, including the Series 66 from FINRA in April 2011 and the Series 7 from FINRA in January 2011.
This person is not in the org chart
This person is not in any offices
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.