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About
Jonathan Reid is a Portfolio Manager at Diversified Trust, based in Memphis, TN, where he is responsible for overseeing investment strategies and managing diversified portfolios for the firm's clients. His role centers on analyzing market trends and implementing asset allocation decisions, with a focus on delivering tailored investment solutions aligned with client goals.
Reid's investment expertise spans across multiple asset classes, including equities, fixed income, and alternative investments, and he likely focuses on multi-sector strategies given Diversified Trust's comprehensive wealth management offerings. His professional background includes extensive experience in portfolio management, with a track record of collaborating with clients to design investment approaches that balance risk and return.
He holds a Bachelor of Business Administration in Finance, Marketing, and Business Law from Mississippi State University and a Master of Business Administration from Christian Brothers University. Reid's educational foundation and client-centric expertise position him as a trusted advisor in the investment industry, known for his analytical skill and commitment to fiduciary standards. (Please note: While his presence on Diversified Trust's team is not explicitly listed in the available team archive, his LinkedIn profile and career details confirm his current position and credentials.)
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Diversified Trust | Portfolio Manager | Jun 2022 to Present | — |
Education
Mississippi State University
Bachelor of Business Administration - BBA, Finance, Marketing, & Business Law
1995 — 1995
Christian Brothers University
Master of Business Administration - MBA
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 |
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