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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
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Diversified Trust | Senior Associate | May 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... |
| FIS | Capital Markets Managed Service Operations Analyst II | Jul 2023 to May 2024 | — |
| FIS | Capital Markets Managed Service Operations Analyst | Oct 2021 to Jun 2023 | — |
| FIS | Capital Markets Managed Service Operations Junior Analyst | Jun 2020 to Sep 2021 | — |
| University of North Carolina at Chapel Hill | Finance Assistant | Oct 2018 to Jun 2020 | — |
| Frost Creek | Server | May 2017 to Aug 2018 | — |
| Heidis Brooklyn Deli | Restaurant Manager | Jan 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)
| 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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D Doug Schrank | Head of Trading and Principal | Southeastern Asset Management Inc/tn/ | Memphis, TN , United States |
| President and Managing Director | Highland Capital Management, LLC | Memphis, TN , United States |