
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
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Diversified Trust | Principal | Jul 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. Trust | Senior Vice President, Private Client Advisor | Sep 2016 to Jul 2022 | — |
| Paraklete® Financial, Inc. | Investment Adviser Representative | Apr 2014 to Sep 2016 | — |
| Thiem & McCutcheon, CPAs PA | CPA and President | Nov 2009 to Sep 2016 | — |
| Thiem, Jackson & Pace, CPAs PA | Associate | Jan 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
Others at Diversified Trust Co. (42)
| Name | Role | Location |
|---|---|---|
B Ben Hanson | Senior Associate | Winston-Salem, NC , United States |
B Bill Spitz | Principal | Nashville, TN , United States |
B Brad Crawford | Principal | Memphis, TN , United States |
| Principal | Nashville, TN , United States | |
| Principal | Nashville, TN , United States | |
| Senior Vice President, Portfolio Manager | Atlanta, GA , United States | |
C Cynthia Legette | Principal | SC , United States |
| Principal | Nashville, TN , United States | |
| Principal | Memphis, TN , United States | |
J Jack Dalrymple | Senior Associate | Nashville, TN , United States |