Sign in

You're signed outSign in or to get full access.

MM

Molly Maroney

Associate at Diversified Trust Co.

Nashville, TN , United States

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

OrganizationRoleDate RangeDetails
Diversified TrustAssociateSep 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 USSenior AssociateMay 2023 to Aug 2024
KPMG USAudit AssociateSep 2021 to May 2023
New York, NY - September 2021-2022 Nashville, TN - October 2022-May 2023
University of MississippiGraduate AssistantAug 2020 to Aug 2021
Graduate Assistant in the Patterson School of Accountancy at the University of Mississippi
KPMGCampus AmbassadorAug 2020 to May 2021
KPMGAudit InternJan 2020 to Mar 2020
U.S. House of RepresentativesCongressional Intern for Congressman David KustoffJul 2019 to Aug 2019
Beyond VogueSales AssociateAug 2015 to Aug 2019
Assist with store social media and advertising through modeling and photo shoot endeavors
Camp OzarkSummer StaffMay 2017 to Jul 2017
Teel & Maroney, PLCTitle SearcherMay 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 CateringAssistantOct 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)

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

Similar Fund Managers

NameRoleFundLocation
Will Allen
Will Allen
AnalystSoutheastern Asset Management Inc/tn/Memphis, TN , United States
D
Doug Schrank
Head of Trading and PrincipalSoutheastern Asset Management Inc/tn/Memphis, TN , United States
Steven Wishnia
Steven Wishnia
President and Managing DirectorHighland Capital Management, LLCMemphis, TN , United States