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Jonathan Reid

Jonathan Reid

Portfolio Manager at Diversified Trust Co.

Memphis, TN , United States

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

OrganizationRoleDate RangeDetails
Diversified TrustPortfolio ManagerJun 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)

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

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