About
Bill Spitz is Principal and Co-Founder, and as of 2024, Director Emeritus at Diversified Trust Company, a leading employee-owned wealth management and investment advisory firm headquartered in Nashville, TN. At Diversified Trust, he has been instrumental in developing the firm's sophisticated investment platform, focusing on serving high-net-worth individuals, families, and institutional clients with tailored investment, trust, and estate management solutions. His responsibilities have emphasized constructing diversified, multi-asset portfolios and driving investment strategy across both public and private markets.
Spitz is recognized for his expertise in endowment-style investing, with a particular emphasis on alternative asset classes such as private equity, venture capital, real estate, hedge funds, distressed securities, and energy infrastructure (notably Master Limited Partnerships). As the former Treasurer and Vice Chancellor for Investments at Vanderbilt University (1985–2007), he oversaw a tenfold increase in endowment assets, establishing a reputation for early and successful allocations to alternatives and generating top-quartile performance among peer institutions. He continues to serve on corporate boards including MassMutual Financial Group and Acadia Realty Trust, reflecting ongoing engagement with institutional investment and real estate sectors.
Spitz holds an MBA in Finance from the University of Chicago and a BA from Vanderbilt University. He is a frequent speaker, financial author (including the book Get Rich Slowly), and recipient of major industry honors for his leadership in portfolio management and endowment investment. Spitz’s career is marked by a commitment to fiduciary excellence, innovation in portfolio construction, and a significant influence on the adoption of alternative assets in institutional portfolios.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Diversified Trust Company | Principal | Jan 2009 to Present | — |
| Diversified Trust Company | Director | Jan 1994 to Jan 2020 | Diversified Trust is an employee-owned comprehensive wealth management firm based in the Southeast with over $11 billion of client assets under management. Our clients include individuals, multi-gener... |
| Acadia Realty Trust | Director | Dec 2007 to Present | — |
| MassMutual Financial Group | Director | Jan 2008 to Present | — |
| Vanderbilt University | Vice Chancellor for Investments | Dec 1985 to Jul 2007 | — |
Education
University of Chicago
MBA, Finance
1973 — 1974
Vanderbilt University
BA, Business Administration and Management, General
1969 — 1973
Skills & Expertise
Others at Diversified Trust Co. (42)
| Name | Role | Location |
|---|---|---|
| Principal | SC , United States | |
B Ben Hanson | Senior Associate | Winston-Salem, NC , 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 |