SOURCE: Diversified Trust

Diversified Trust

February 22, 2016 09:00 ET

Diversified Trust Makes Nine Executive Promotions

The Appointment of Jo Len Clark and Lisa O'Connell to Principal Highlight Leadership Promotions Across Comprehensive Wealth Management Firm's Southeast-Based Footprint

MEMPHIS, TN--(Marketwired - Feb 22, 2016) -  Diversified Trust, a Southeast-based comprehensive wealth management firm with over $5 billion in client assets under management, has announced the promotion of nine senior professionals:

  • Jo Len Clark, as principal in the firm's Memphis office;
  • Lisa O'Connell, as principal in the firm's Atlanta office;
  • Stephanie Orton, as senior vice president in the firm's Nashville office;
  • Mary Raymond, as senior vice president in the firm's Nashville office;
  • Jessica Stembridge, as senior vice president in the firm's Atlanta office;
  • Doug Turner, as senior vice president in the firm's Nashville office;
  • Kim van Zee, as senior vice president in the firm's Greensboro office;
  • Jay Davis, as vice president in the firm's Memphis office; and
  • Kevin Jamison, as vice president in the firm's Atlanta office.

"Jo Len and Lisa have provided key leadership in their respective areas during a time of growth for Diversified Trust and we are pleased to name them principals," said Sam Graham, CEO of Diversified Trust. "We are investing in the development of our next generation of talent, and it is very rewarding to see several of our colleagues received well deserved promotions which reflect their respective increased contributions. They have dedicated themselves to providing the holistic, comprehensive services our clients deserve and expect."

Jo Len Clark
Clark is a leader in the company who oversees the development and execution of client account administration and reporting. She is based in the company's Memphis office. She has been with Diversified Trust for over fifteen years. Prior to joining Diversified Trust, she was the Servicing and Operations Manager for Pinnacle Development Group, LLC. In addition, she previously spent ten years in the investment banking and mortgage servicing areas of Union Planters National Bank.

Lisa O'Connell
O'Connell is responsible for serving clients as well as contributing to the company's client service initiatives, specifically in Diversified Trust's Atlanta office. She has been with Diversified Trust for seven years. A native of Kansas City, she began her career as a Certified Public Accountant with Deloitte & Touche where she participated in an international work program in Sydney, Australia. She then joined Sprint Corporation as a manager in corporate finance and after graduate school Abbott Laboratories as a member of their Management Development Program. O'Connell also worked as a consultant to large pharmaceutical companies in the area of market research. Lisa graduated magna cum laude from Kansas State University where she received a Bachelor of Science majoring in Business Administration - Accounting and Finance. She also received a Master of Management with concentrations in marketing and organizational behavior from the J.L. Kellogg Graduate School of Management at Northwestern University. O'Connell holds the CFP® certification awarded by the Certified Financial Planner Board of Standards, Inc.

Stephanie Orton
Orton focuses on client account administration, while also being integrally involved in the development and execution of operational initiatives for the Nashville office. She previously served as an associate financial planner and operations specialist for a fee-only financial planning and investment management firm. Prior to that she served as Vice President of Accounting and Human Resources for Paymaxx, Inc. Orton attended the University of Kentucky and received a Bachelor of Science in Accounting from Brescia University.

Mary Raymond
Raymond focuses on portfolio management and client service for institutions, individuals, and retirement plans. Her responsibilities include providing detailed performance reporting, sharing economic updates, and making allocation recommendations to her clients. She serves as a member of the firm's Portfolio Management and Investment Operations teams. Previously she worked as a financial representative with Northwestern Mutual, helping clients determine their personal financial goals and providing risk management and investment solutions designed to help them achieve stated objectives. Raymond received her Bachelor of Science in Business Administration from Belmont University and her Master of Business Administration from Kaplan University. She is a CFA charterholder and a member of the CFA Society of Nashville. Raymond also holds the CFP® certification awarded by the Certified Financial Planner Board of Standards, Inc.

Jessica Stembridge
Stembridge serves as the Business Manager for the Atlanta office. She also leads the company's Business Management team which is responsible for the coordination and execution of projects related to human resources, information technology, marketing, finance and accounting. Stembridge has been with Diversified Trust for over eight years. Previously, Stembridge worked as a branch manager at a mortgage company. She received a Bachelor of Science in Advertising from the University of Florida and a Master of Business Administration from Kennesaw State University.

Doug Turner
Turner is a Senior Vice President and the company's Head of Operations with primary responsibility for managing the Operations team and overseeing all facets of client reporting. Turner received his Bachelor of Science in Business with a concentration in Finance from the University of Oregon and has 20 years of combined experience in the investment management and healthcare industries, including the development of a successful boutique RIA business.

Kim van Zee
Based in the company's Greensboro office, Van Zee has responsibility for oversight of client account transactions and administrative quality assurance. She has been with Diversified Trust for over five years. Previously, she held the position of Client Service Associate for Oppenheimer & Co. Inc. Her focus was on operational efforts and client support; overseeing the account opening process, account reconciliation and other related matters, while working directly with clients to provide general day-to-day account activities. She also assisted with the sales and marketing functions, preparing client presentation materials and provided additional office management support. Van Zee had similar responsibility at US Trust Company, N.A. (successor to NC Trust Company) and also held various administrative positions at Halstead Industries, Inc. She has more than 19 years of experience in the financial services industry.

Jay Davis
Davis is primarily responsible for accounting and treasury functions. He also oversees preparation of monthly financial statements and other reports in accordance with senior management needs. Prior to joining Diversified Trust, he worked for Deloitte & Touche, LLP as an auditor and for Mid-America Apartment Communities, Inc. in their external reporting and compliance department. Jay earned a Bachelor of Science in Business Administration with a concentration in Accounting from Mississippi College. He also earned a Master of Accountancy from the University of Mississippi. Davis is a Certified Public Accountant and member of the American Institute of Certified Public Accountants and the Tennessee Society of Certified Public Accountants.

Kevin Jamison
Jamison serves as an Investment Analyst and works closely with the Investment Team in Diversified Trust's Atlanta office. He had previously worked as an intern at Diversified Trust before joining as a full-time professional. His primary responsibilities include performance reporting and investment analysis. Jamison graduated with highest honors with a Bachelor of Science in Industrial and Systems Engineering and minor in Economics from the Georgia Institute of Technology.

Diversified Trust, which was founded in 1994, employs an integrated approach designed to provide clients with comprehensive wealth management solutions, including investment management, trusts and estates, family office, and institutional advisory services. The firm has offices in Atlanta, GA.; Memphis, Tenn.; Nashville, Tenn.; and Greensboro, N.C.

For more information on Diversified Trust and its services please visit diversifiedtrust.com.

About Diversified Trust
Diversified Trust was founded in Memphis, TN in 1994. It now has offices in Nashville, Atlanta, and Greensboro. Diversified Trust clients include individuals, multi-generational families, single family offices, foundations, endowments, retirement plans, and family-owned businesses. Its comprehensive wealth management services include Investment Management, Trusts and Estates, Family Office and Institutional Advisory Services. The company is 100% employee-owned.

Contact Information

  • Justin Wilson
    DVL Seigenthaler
    1 615 610 0317