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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
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Diversified Trust | Chief Investment Officer | Aug 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 Trust | Head of Portfolio Strategy | Mar 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 Trust | Chief Investment Officer | Apr 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 Trust | Director of Manager Strategies | Aug 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 US | Senior Manager | Nov 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
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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