Diversified Trust, the Southeastern-based US wealth management firm, has made four senior promotions to principal in Nashville, TN, Atlanta, GA, and Memphis, TN.

Diversified Trust, the Southeastern-based US wealth management firm, has made four senior promotions to principal in Nashville, TN, Atlanta, GA, and Memphis, TN.

Selden Frisbee joined Diversified Trust in Nashville in 2012 and leads the team which provides oversight, planning and support for all operational functions firm-wide.

Prior to joining Diversified Trust, Frisbee was a managing director of corporate strategy at Charles Schwab, where he led strategy and corporate development initiatives for the advisor services division. His background also includes roles at Merrill Lynch, Fisher Investments and Accenture.

Jeff Howard, who joined the firm back in 2008, leads Diversified Trust’s portfolio management team. Prior to joining, he worked as an independent, fee-only, registered investment advisor and financial planner. 

Meanwhile, Louis Jehl stepped into the firm’s Memphis office in 2011. His primary duties include client servicing and business development. He began his career in public accounting with Arthur Andersen and then spent around 20 years in financial and management roles at public and private companies.

Rounding off the promotions, Terry Stanford joined Diversified Trust in Memphis in 1999. He oversees corporate accounting, treasury and compliance functions, as well as the custody and portfolio administration of fund strategies. Stanford is also responsible for Diversified Trusts’s fund tax accounting and reporting.

Diversified Trust has over $5 billion of client assets under management. Clients at the firm include individuals, multi-generational families, family offices, foundations, endowments and retirement plans. The firm has offices in Atlanta, Greensboro, Memphis, and Nashville.

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