Jim Gilliland

Jim Gilliland is a Principal at Diversified Trust, based in the Memphis office, where he specializes in wealth management and portfolio oversight for clients, including the management of tax-exempt bond strategies. His primary investment focus is on project finance and public finance sectors, particularly within the municipal bond market, leveraging over two decades of experience in these asset classes. He is recognized for developing tailored strategies that include municipals, tax-exempt fixed income, and broader portfolio diversification across both public and private investments.

Prior to joining Diversified Trust, Jim served as Senior Vice President at Morgan Keegan & Co. Inc., further establishing his expertise in municipal bonds and finance. His career reflects a strong background in project and public finance, marked by significant contributions to investment approaches that balance risk, quality, and long-term growth for institutional and private clients.

Jim holds a Master of Public Administration (MPA) in Finance from Columbia University, a Certificate in Financial Planning from Christian Brothers University, and a Bachelor's Degree from the University of North Carolina at Chapel Hill. His advanced education, combined with extensive sector experience, underpins his reputation for expert guidance in fixed income and municipal markets, and his active leadership in Memphis' financial community.