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MR

Magda Richard

Senior Associate at Diversified Trust Co.

Atlanta, GA , United States

About

Magda Richard is a Client Administrator at Diversified Trust, based in Atlanta, Georgia. In her current role, she provides comprehensive account administration and client service support, assisting with the management and ongoing needs of client relationships.

She has built her career in trust administration and project management, previously serving as Trust Officer and Operations Project Manager at TMI Trust Company, where she managed client accounts and led teams in operational improvements. Her experience has given her expertise in fiduciary operations, client service, and trust administration, primarily within the private wealth and fiduciary services sector.

Magda holds a Bachelor of Business Administration (BBA) in Economics from Georgia State University. Her educational background in economics and her practical experience enable her to deliver effective service and operational oversight, contributing to Diversified Trust's client-focused approach.

Career History

OrganizationRoleDate RangeDetails
Diversified TrustSenior AssociateJun 2023 to Present
Diversified Trust is an employee-owned comprehensive wealth management firm based in the Southeast with over $9 billion of client assets under management. Diversified Trust was founded in January, 199...
TMI TRUST COMPANYTrust Officer, Operations Project ManagerAug 2022 to Jun 2023
TMI TRUST COMPANYOperations Project Manager and Client Advocate Team LeadJun 2020 to Aug 2022
TMI TRUST COMPANYSenior Operations AnalystApr 2019 to Jun 2020
Gratus Capital LLCOperations AssociateAug 2018 to Apr 2019
JPH Advisory Group, Inc.Operations AssociateApr 2016 to Jul 2018
Financial Network Associates, Inc.Associate Director of Practice ManangementMay 2013 to Apr 2016
S Dot Management GroupMultimedia ConsultantMay 2011 to May 2013
M.D. Lavert & AssociatesOperations ManagerJan 2012 to Jan 2013

Education

LSU Shreveport

Georgia State University

Bachelor of Business Administration (BBA), Economics

Georgia State University

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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