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Lindsay Martinez

Lindsay Martinez

Senior Associate at Diversified Trust Co.

Nashville, TN , United States

About

Lindsay Martinez is a Senior Associate at Diversified Trust in Nashville, TN, where she serves on the portfolio management team, working with both individual and institutional clients to deliver tailored investment solutions. Her role involves supporting overall portfolio strategy, client engagement, and contributing to the firm's investment decisions for a diversified range of asset classes.

Prior to joining Diversified Trust, Lindsay developed expertise in capital markets and operational management at FIS, where she held analyst roles focused on managed service operations from 2021 to 2024. Her background includes hands-on experience with financial analysis, trade operations, and optimizing investment processes across equities, fixed income, and alternative investments.

Lindsay holds a Bachelor of Arts in Economics from the University of North Carolina at Chapel Hill. With a foundation in both quantitative and qualitative analysis, she applies strategic thinking to investment management and client service. Her track record of operational excellence and portfolio oversight positions her as a valuable resource for navigating complex investment landscapes.

Career History

OrganizationRoleDate RangeDetails
Diversified TrustSenior AssociateMay 2024 to Present
Diversified Trust is an employee-owned comprehensive wealth management firm based in the Southeast with over $11 billion of client assets under management. Diversified Trust was founded in January, 19...
FISCapital Markets Managed Service Operations Analyst IIJul 2023 to May 2024
FISCapital Markets Managed Service Operations AnalystOct 2021 to Jun 2023
FISCapital Markets Managed Service Operations Junior AnalystJun 2020 to Sep 2021
University of North Carolina at Chapel HillFinance AssistantOct 2018 to Jun 2020
Frost CreekServerMay 2017 to Aug 2018
Heidis Brooklyn DeliRestaurant ManagerJan 2014 to May 2017

Education

University of North Carolina at Chapel Hill

Bachelor of Arts - BA, Economics

2017 2020

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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