Patti Doherty-Garcia

Patti Doherty-Garcia is a Senior Associate at Diversified Trust based in Murfreesboro, Tennessee, where she focuses on investment operations and is responsible for supporting trading and investment administration functions. Her role centers on ensuring efficient and accurate execution of trades and maintaining robust investment processes for diversified client portfolios, spanning multiple asset classes such as equities and fixed income.

Prior to joining Diversified Trust in 2022, Patti served as Portfolio Assistant at Lee Danner & Bass, Inc. and as an Institutional Stock Trader at Hays Advisory, LLC, building deep expertise in portfolio management and institutional trading over more than 15 years. Her experience covers direct trading, portfolio support, and investment operations within asset management organizations.

While specific educational credentials are not publicly available, Patti Doherty-Garcia is recognized for her extensive professional experience and commitment to operational excellence in investment management. Her career is marked by adaptability and a longstanding focus on equity trading and portfolio administration for institutional clients.