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Bill Spitz

Principal at Diversified Trust Co.

Nashville, TN , United States

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

OrganizationRoleDate RangeDetails
Diversified Trust CompanyPrincipalJan 2009 to Present
Diversified Trust CompanyDirectorJan 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 TrustDirectorDec 2007 to Present
MassMutual Financial GroupDirectorJan 2008 to Present
Vanderbilt UniversityVice Chancellor for InvestmentsDec 1985 to Jul 2007

Education

University of Chicago

MBA, Finance

1973 1974

Vanderbilt University

BA, Business Administration and Management, General

1969 1973

Skills & Expertise

Investments
Retirement Planning
Strategic Financial Planning
Wealth Management
Equities
Portfolio Management
Mutual Funds
Retirement
Asset Management
Financial Analysis
Investment Strategies
Asset Allocation
Financial Planning
Alternative Investments
Valuation
Sales
Microsoft Office
Marketing
Finance
Strategic Planning

Others at Diversified Trust Co. (42)

NameRoleLocation
Ashley Thiem
Ashley Thiem
PrincipalSC , United States
B
Ben Hanson
Senior AssociateWinston-Salem, NC , 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