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Jack Dalrymple

Senior Associate at Diversified Trust Co.

Nashville, TN , United States

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

OrganizationRoleDate RangeDetails
Diversified TrustSenior AssociateSep 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 TrustInvestment AssociateApr 2017 to Aug 2024
Hardesty Capital ManagementSummer Equity AnalystJul 2015 to Aug 2015
Maryland Capital ManagementSummer Research InternJun 2015 to Jun 2015

Education

Sewanee-The University of the South

Economics

2012 2016

Woodberry Forest School

2008 2012

Skills & Expertise

Microsoft Office
Customer Service
Leadership
Microsoft Excel
Public Speaking
Microsoft Word
PowerPoint
Social Media
Teamwork
Social Networking
Event Planning
Management
Marketing
Research
Financial Modeling

Others at Diversified Trust Co. (42)

NameRoleLocation
Ashley Thiem
Ashley Thiem
PrincipalSC , United States
B
Ben Hanson
Senior AssociateWinston-Salem, NC , United States
B
Bill Spitz
PrincipalNashville, TN , 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
Showing 1-10 of 42 team members