About
Jack Dalrymple is a Senior Associate at Diversified Trust, serving as part of the Portfolio Management team in the Nashville office. In this role, he provides investment advisory services to institutional and individual clients, leveraging his expertise to deliver tailored portfolio solutions and strategic guidance. His responsibilities include analyzing market trends, implementing asset allocation strategies, and managing client relationships focused on long-term wealth creation.
Dalrymple's investment focus spans traditional asset classes with particular emphasis on equities and diversified multi-asset portfolios. He previously worked at Equitable Trust as an Investment Associate for over seven years, where he built deep experience in wealth management, investment research, and portfolio construction for high-net-worth individuals and family offices. Additionally, he gained sector-specific insights as a Summer Equity Analyst at Hardesty Capital Management, focusing on public equities and fundamental analysis.
He holds a degree in Economics from Sewanee—The University of the South, providing a strong analytical foundation in financial markets and macroeconomic trends. His contributions to the investment industry reflect a commitment to disciplined research, risk management, and client-centric solutions, establishing him as a valued advisor and portfolio strategist in the Nashville wealth management sector.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Diversified Trust | Senior Associate | Sep 2024 to Present | About Diversified Trust: Diversified Trust is an employee-owned comprehensive wealth management firm based in the Southeast with over $10 billion of client assets under management. Diversified Trust w... |
| Equitable Trust | Investment Associate | Apr 2017 to Aug 2024 | — |
| Hardesty Capital Management | Summer Equity Analyst | Jul 2015 to Aug 2015 | — |
| Maryland Capital Management | Summer Research Intern | Jun 2015 to Jun 2015 | — |
Education
Sewanee-The University of the South
Economics
2012 — 2016
Woodberry Forest School
2008 — 2012
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 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 |