Cynthia Legette

Cynthia M. Legette is a Principal and Relationship Manager at Diversified Trust's Charleston, South Carolina office, where she leverages her extensive experience in wealth management to oversee client relationships and deliver comprehensive investment solutions. She specializes in serving high-net-worth individuals, families, and institutional clients, focusing on complex financial strategies including investment management, trust and estate planning, and family office services.

Prior to joining Diversified Trust in 2022, Cynthia had a distinguished career in private wealth management, spending over two decades as a Private Client Manager at U.S. Trust, Bank of America Private Wealth Management, and earlier as Assistant Vice President at The Bank of South Carolina. Her background includes deep expertise in portfolio management, multigenerational wealth transfer, and client advisory for diversified asset classes such as equities, fixed income, and alternative investments.

Cynthia holds a Master of Business Administration from The Citadel and a Bachelor of Science in Finance from the College of Charleston. She is recognized within the industry for her client-centric approach and for building long-term financial strategies tailored to the needs of families and institutions. Her leadership in opening Diversified Trust’s Charleston office and sustained excellence in client service are significant contributions to the region’s private wealth sector.