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Samuel Fraundorf

Samuel Fraundorf

Chief Investment Officer at Diversified Trust Co.

Atlanta, GA , United States

About

Samuel Fraundorf is Chief Investment Officer at Diversified Trust, based in Atlanta, where he oversees the development and execution of the firm's investment strategies and leads the investment team. His responsibilities include directing asset allocation decisions, managing risk, and formulating portfolio construction approaches for a diverse private client, family office, endowment, and foundation client base.

With expertise spanning multiple asset classes, Fraundorf covers public equities, fixed income, alternatives, and private investments—key sectors for Diversified Trust and its clients. He is recognized for integrating innovative strategies across both traditional and alternative markets, aiming to generate long-term, risk-adjusted returns and capitalize on evolving investment opportunities.

Prior to joining Diversified Trust in 2015, Fraundorf served as Chief Investment Officer and Head of Portfolio Strategy at Wilmington Trust, where he drove investment policy and asset allocation for institutional and private clients. He holds an M.S. in Finance from Georgia State University and a B.S. in Finance & Accounting from the University of Idaho, and is both a CFA charterholder and CPA, highlighting his depth in analytical rigor and fiduciary standards.

Career History

OrganizationRoleDate RangeDetails
Diversified TrustChief Investment OfficerAug 2015 to Present
As Chief Investment Officer, Sam oversees the development and execution of our investment strategies and leads our Investment Team. His responsibilities include overall investment strategy, research ...
Wilmington TrustHead of Portfolio StrategyMar 2015 to Jul 2015
Oversee Portfolio Modeling, Portfolio Construction, Risk Analysis and specialized execution of complex investment models and portfolios for individual and institutional clients. Member of the Investm...
Wilmington TrustChief Investment OfficerApr 2009 to Mar 2015
Oversee the strategic and tactical investment recommendations for Wilmington Trust. Oversee Asset Allocation, Manager Search and Due Diligence and direct investment research and platform design. Cha...
Wilmington TrustDirector of Manager StrategiesAug 2004 to Apr 2009
Oversee multi-manager portfolio construction and manager search and selection for $5 billion platform. Part of the Investment Strategy Team responsible for setting asset allocation for the overall or...
KPMG USSenior ManagerNov 1999 to Jul 2004
Director of Alternative Investments and Senior Manager, Personal Financial Planning group. Provided investment advice and consulting expertise to institutional and governmental clients. Provided tax...

Education

Georgia State University

M.S., Finance

1997 1998

University of Idaho

B.S, Finance & Accounting

1982 1987

Skills & Expertise

Private Equity
Analytical Skills
Portfolio Management
Asset Management
Investments
Equities
Risk Management
Banking
Alternative Investments
Mutual Funds
Wealth Management
Financial Analysis
Fixed Income
Financial Services
Hedge Funds
Securities
Capital Markets
Strategic Financial Planning
Financial Modeling
Finance

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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