Lisa O'Connell

Lisa O’Connell is a Principal at Diversified Trust, based in Atlanta, Georgia, where she is responsible for serving clients and contributing to firm-wide client service initiatives. In her current role, she works directly with high-net-worth individuals, families, and institutions, providing comprehensive wealth management and fiduciary services.

Her specific areas of focus include wealth planning, trust administration, estate planning, and multi-asset class portfolio oversight, assisting clients in navigating complex financial structures and generational wealth transitions. Prior to becoming Principal, she served as Senior Vice President at Diversified Trust and held positions in marketing management at Abbott Laboratories, bringing a strong background in both financial strategy and client engagement.

Lisa holds a Master’s in Marketing from Northwestern University’s Kellogg School of Management and a BS in Accounting and Finance from Kansas State University. As a Certified Trust and Financial Advisor (CTFA) and Certified Financial Planner (CFP®), she is recognized for her expertise in fiduciary matters and holistic wealth management, contributing significantly to Diversified Trust’s strong reputation in the Southeast.