SOURCE: Diversified Trust

Diversified Trust

August 24, 2015 09:35 ET

Diversified Trust Names Sam Fraundorf Chief Investment Officer

Industry Veteran Fraundorf to Lead Investment Strategy for Southeast-Based Firm With Over $5 Billion in Assets Under Management Across Four Offices

ATLANTA, GA--(Marketwired - Aug 24, 2015) - Diversified Trust, an employee-owned Southeast-based comprehensive wealth management firm with over $5 billion in client assets under management, today announced that veteran investment adviser R. Samuel (Sam) Fraundorf has been named the firm's chief investment officer. Fraundorf will oversee the firm's investment strategy across Diversified Trust's marketplace which includes offices in Atlanta, Ga.; Greensboro, N.C.; Memphis, Tenn.; and Nashville, Tenn., serving clients across the United States.

"Sam Fraundorf is a veteran investment strategist who brings significant breadth and depth of experience to our clients," said Sam Graham, CEO of Diversified Trust. "He is a seasoned wealth management investment executive and experienced leader. We are delighted Sam will lead our investment team during this time of growth and momentum for Diversified Trust and our clients."

Fraundorf will lead Diversified Trust's investment team out of its Atlanta office. For the past ten years, he has successfully led major business units at Wilmington Trust where his responsibilities have included overall investment strategy, in-depth research of investment trends and opportunities, oversight of a multi-manager platform, risk management and strategic planning. During his tenure at Wilmington Trust, Sam held the positions of Director of Research, Chief Operating Officer-Investments, Chief Investment Officer and President of Wilmington Trust Investment Advisers. Fraundorf is a CPA, CFA, and a member of the CFA Society of Atlanta where he has served as a lead instructor for the CFA Review Course.

Fraundorf's career started with Arthur Andersen in the mid-1980s, and subsequently he served as a lead consultant with KPMG Investment Advisors where he worked with high net worth investors advising on topics such as charitable gifts, estate planning and tax planning. 

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.

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

About Diversified Trust

Diversified Trust is an employee-owned comprehensive wealth management firm based in the Southeast with more than $5 billion of client assets under management. Its clients include individuals, multi-generational families, family offices, foundations, endowments and retirement plans. Diversified Trust has offices in Atlanta, GA; Greensboro, NC; Memphis, TN; and Nashville, TN.

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