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Ashley Thiem

Ashley Thiem

Principal at Diversified Trust Co.

SC , United States

About

Ashley Thiem serves as Principal at Diversified Trust, where he is a member of the Wealth Strategies team in the Charleston office. His key responsibilities include comprehensive financial planning, with a focus on integrating tax and estate laws into sophisticated strategies for high-net-worth individuals and families.

Thiem's expertise encompasses wealth management, tax-efficient investing, and multi-generational estate planning, with a strong background in accounting and financial advisory. Prior to joining Diversified Trust, he held senior roles at U.S. Trust as Senior Vice President and Private Client Advisor, and served as an Investment Adviser Representative at Paraklete® Financial, Inc., advising clients on diversified portfolios and complex asset allocations.

He holds an MBA from Charleston Southern University, a BBA in Accounting from the University of Georgia's Terry College of Business, and a degree from Porter-Gaud School. Ashley's career is distinguished by his deep knowledge of tax optimization, estate strategies, and client-centered service across equities, fixed income, and alternative asset classes.

Career History

OrganizationRoleDate RangeDetails
Diversified TrustPrincipalJul 2022 to Present
Diversified Trust is an employee-owned comprehensive wealth management firm based in the Southeast with over $9 billion of client assets under management. Diversified Trust was founded in January, 199...
U.S. TrustSenior Vice President, Private Client AdvisorSep 2016 to Jul 2022
Paraklete® Financial, Inc.Investment Adviser RepresentativeApr 2014 to Sep 2016
Thiem & McCutcheon, CPAs PACPA and PresidentNov 2009 to Sep 2016
Thiem, Jackson & Pace, CPAs PAAssociateJan 2003 to Nov 2009

Education

Charleston Southern University

MBA

2003 2004

University of Georgia - Terry College of Business

BBA, Accounting

1998 2002

Porter-Gaud School

1986 1998

Skills & Expertise

Accounting
Income Tax
Tax
Tax Preparation
Corporate Tax
CPA
Financial Reporting
QuickBooks
Tax Returns
Internal Controls
Partnership Taxation
Financial Accounting
Sales Tax
Financial Analysis
Bookkeeping
General Ledger
Tax Accounting
Financial Statements
SEC filings
Auditing
GAAP
Investment Advisory
Tax Research
See 8+See Less

Others at Diversified Trust Co. (42)

NameRoleLocation
B
Ben Hanson
Senior AssociateWinston-Salem, NC , United States
B
Bill Spitz
PrincipalNashville, TN , United States
B
Brad Crawford
PrincipalMemphis, TN , United States
Cameron Simmons
Cameron Simmons
PrincipalNashville, TN , United States
Carol Womack
Carol Womack
PrincipalNashville, TN , United States
Charles Wilson
Charles Wilson
Senior Vice President, Portfolio ManagerAtlanta, GA , United States
C
Cynthia Legette
PrincipalSC , United States
Frank Benton
Frank Benton
PrincipalNashville, TN , United States
Hadley Miller
Hadley Miller
PrincipalMemphis, TN , United States
J
Jack Dalrymple
Senior AssociateNashville, TN , United States
Showing 1-10 of 42 team members