Diversified Trust: Detailed Company Information & Corporate Profile

Contact top employees from Diversified Trust

Summary

The business currently specializes in Financial Services area. The company has 100-200 employees. Register with SignalHire to connect with Diversified Trust employees and management.

Diversified Trust Websitediversifiedtrust.com
Phone Number800-264-7498
Industries
Diversified Trust Headquarters addressCrescent Center, Memphis, TN, 38119 US
Company Size100-200 employees
SpecialtiesInvestment Management, Trusts and Estates, Financial Advisory and Family Office Services, Institutional Advisory Services, OCIO Services, Consulting, Private Equity Fund of Funds, Trust Services, Financial Planning, Succession Planning, Wealth Transfer, Family Dynamics
Founded1994
Estimated Annual Revenue$50M - 100M

Diversified Trust Org Chart

Chief Executive Officer

Chief Executive Officer

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Estimated Website Traffic

The chart shows a decline in traffic to the diversifiedtrust.com website. In June, traffic decreased to 2059, compared to 2164 in the previous month. The highest traffic in 2026 was recorded in January, reaching 2935 visits.

Workforce Turnover

Number of employees switched from or switched to

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Total employee turnover

Departmental sample breakdown

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Turnover activity captured in SignalHire's departmental sample ( employees):

Length of Employment

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Diversified Trust's workforce includes employees across a wide range of tenure levels.

3% have been with the company for less than 1 year6% have been with the company for 1 to 2 years12% have been with the company for 3 to 4 years12% have been with the company for 5 to 7 years9% have been with the company for 8 to 10 years59% have been with the company for more than 11 years

Former Employees: Role Changes

Role at Former Company
Role at New Company
Contact top employees from Diversified Trust
Harris Linch
Harris LinchVice President
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Nick Joyner
Nick JoynerSenior Vice President, Portfolio Manager
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Kelly Dallas
Kelly DallasVice President
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Alixandra Papaharis
Alixandra PapaharisVice President
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Lisha Li
Lisha LiSenior Vice President - Manager Research
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Jason Wheat
Jason WheatSenior Vice President
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Lindsey Gill
Lindsey GillSenior Vice President of Operational Excellence and Quality Management
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Hale Kelleher
Hale KelleherSenior Vice President
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Marta Parker
Marta ParkerSenior Vice President
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Jason Rich
Jason RichSenior Vice President, IT | Infrastructure Management/Architecture
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Tammy Underwood
Tammy UnderwoodSenior Vice President & Business Manager
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Michael Gragnani
Michael GragnaniDirector of Client Development
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Victoria Powers
Victoria PowersRelationship Associate / Wealth Strategist
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Alicia Downen
Alicia DownenAssociate
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Jonathan Reid
Jonathan ReidPortfolio Manager
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Brad Crawford
Brad CrawfordManaging Principal
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Diversified Trust Corporate Information: FAQ

Diversified Trust operates in the Finance industries. More details can be found on the official website: diversifiedtrust.com.
Diversified Trust has offices located in Memphis, US.
The headquarters of Diversified Trust are located in Memphis, United States.
You can contact Diversified Trust by phone at 800-264-7498.
Diversified Trust currently employs 100-200 people.

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