Jo Clark

Jo Len Clark is Principal at Diversified Trust Company in Memphis, TN, leading client administration and reporting for the firm’s Memphis office. In this role, Clark manages operational processes and client services, ensuring precise and comprehensive oversight of investment account administration and delivering high-caliber support to clients, with a particular emphasis on custom solutions for individuals, families, and institutions.

Throughout Clark's tenure at Diversified Trust Company since 2000, she has developed deep experience in managing account servicing and operational controls, following a decade as Trading Assistant at Union Planters Financial SVC from 1983 to 1993. Her responsibilities have centered on administration, trading support, and portfolio reporting, providing critical support across a range of asset classes, including equities, fixed income, and alternative investments held by private clients and nonprofit organizations.

Clark was promoted to Principal in 2015 in recognition of her leadership and expertise in client reporting and account management, contributing to operational excellence within the wealth management field. While her educational background is not publicly listed, Clark’s career demonstrates significant capability in operations, client service, and investment administration, specifically serving sectors such as personal wealth, trusts, charitable entities, and corporate accounts.