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About
Michael L. Winter, CFA, is Principal and Chief Operating Officer at Diversified Trust’s Nashville office, where he oversees the delivery of comprehensive wealth management services to both individual and institutional clients. In this capacity, he is responsible for coordinating client service, operational leadership, and strategic initiatives across the firm's Southeast region.
Winter’s expertise focuses on discretionary portfolio management, investment policy development, and advice spanning diverse asset classes, including public and private equities, fixed income, and alternative investments. He frequently works with endowments, foundations, corporate clients, and high-net-worth individuals, tailoring strategies to their unique investment goals.
He has been with Diversified Trust since 2015, serving previously as Senior Vice President before rising to Principal and COO in 2016. Winter holds a degree from Virginia Tech and the Chartered Financial Analyst (CFA) designation, underlining his deep technical competence and commitment to professional excellence in the investment management industry.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Diversified Trust | Principal | Jan 2018 to Present | Diversified Trust is an employee-owned comprehensive wealth management firm based in the Southeast with over $11 billion in assets under management. Our clients include individuals, multi-generational... |
| Diversified Trust | Nashville COO | Jul 2016 to Present | — |
| Diversified Trust | Senior Vice President | Feb 2015 to Jan 2018 | — |
| Diversified Trust | Vice President | Aug 2013 to Feb 2015 | — |
| The Investment Fund for Foundations | Manager, Member Services | Apr 2007 to Sep 2012 | — |
| The Investment Fund for Foundations | Strategic Initiatives | Sep 2012 to Aug 2013 | — |
| The Investment Fund for Foundations | Analyst, Member Services | Sep 2005 to Apr 2007 | — |
| Cambridge Associates | Investment Performance Analyst | Sep 2004 to Sep 2005 | — |
| Cambridge Associates | Senior Investment Performance Associate | Jun 2004 to Sep 2004 | — |
| Cambridge Associates | Investment Performance Associate | Jun 2003 to Jun 2004 | — |
Education
Virginia Tech
1999 — 2003
Skills & Expertise
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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| Name | Role | Fund | Location |
|---|---|---|---|
 | Analyst | Southeastern Asset Management Inc/tn/ | Memphis, TN , United States |
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 |
