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About
Molly Maroney is currently an Associate at Diversified Trust in Nashville, TN, where she leverages her expertise as a Certified Public Accountant to support private wealth management and fiduciary services. She is an active member of both the American Institute of CPAs and the Tennessee Society of CPAs, contributing to the firm’s comprehensive client advisory capabilities. At Diversified Trust, Molly is engaged in portfolio administration and wealth planning, focusing on high-net-worth individuals, families, and institutional clients with exposure to diverse asset classes including equities, fixed income, and alternative investments.
Prior to joining Diversified Trust in September 2024, Molly served as a Senior Associate and Audit Associate at KPMG US, where she specialized in audit and assurance services for clients in industries such as financial services, healthcare, and manufacturing. Her tenure at KPMG included hands-on experience in risk assessment, controls testing, and financial reporting, providing her with a solid background in corporate governance and regulatory compliance.
Molly holds both a Master of Accountancy and a Bachelor of Accountancy from the University of Mississippi, demonstrating her commitment to technical excellence in accounting and finance. With her recent transition to investment management, she continues to build a reputation for rigor and integrity, and she is recognized for her analytical approach and dedication to client success in the private wealth and institutional investment sectors.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Diversified Trust | Associate | Sep 2024 to Present | About Diversified Trust:
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 ... |
| KPMG US | Senior Associate | May 2023 to Aug 2024 | — |
| KPMG US | Audit Associate | Sep 2021 to May 2023 | New York, NY - September 2021-2022
Nashville, TN - October 2022-May 2023 |
| University of Mississippi | Graduate Assistant | Aug 2020 to Aug 2021 | Graduate Assistant in the Patterson School of Accountancy at the University of Mississippi |
| KPMG | Campus Ambassador | Aug 2020 to May 2021 | — |
| KPMG | Audit Intern | Jan 2020 to Mar 2020 | — |
| U.S. House of Representatives | Congressional Intern for Congressman David Kustoff | Jul 2019 to Aug 2019 | — |
| Beyond Vogue | Sales Associate | Aug 2015 to Aug 2019 | Assist with store social media and advertising through modeling and photo shoot endeavors |
| Camp Ozark | Summer Staff | May 2017 to Jul 2017 | — |
| Teel & Maroney, PLC | Title Searcher | May 2019 to Sep 2021 | Lead researcher and title searcher for Teel & Maroney in over hundreds of Title Searches for properties with delinquent taxes in Madison County, Tennessee |
| Elizabeth Heiskell Catering | Assistant | Oct 2017 to Nov 2018 | — |
Education
University of Mississippi
Master of Accountancy
2020 — 2021
University of Mississippi
Bachelor of Accountancy
2016 — 2020
University School of Jackson
2003 — 2016
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 |