With over fifteen years of fixed income experience, Jason works directly with the Investment Team as an Assistant Portfolio Manager on the Municipal Strategy and in the oversight of taxable fixed income offerings. Prior to joining Diversified Trust, Jason worked at FTN Financial and Vining Sparks in the roles of Risk Management, Portfolio Strategist and Sales. Jason graduated from the University of Mississippi with a Bachelor of Arts degree in Business Administration and received a Master of Science in Accounting from Rhodes College. He is a CFA charterholder and member of the CFA Society of Memphis.


Jason Wheat
Senior Vice President
Diversified Trust
United States, Tennessee, Memphis
About Me
Profile Information
Senior Vice President
Diversified Trust
Investment Team,Operations Team
Investor
Consultant
Memphis
Tennessee
United States
Oct 11, 2024
Work Experience
Diversified Trust
Senior Vice President Feb 2016 - Present
Email: jwheat@diversifiedtrust.com
More profiles to browse
Ashley Remmers
Director and Principal
Sam Graham
Chairman and Chief Executive Officer
Jon Wright
Chief Financial Officer
LM
Lynda May
Senior Vice President
You Might Like
TP
Thomas Parkhurst
Chief Compliance Officer
Altravue
NC
Najib Canaan
Chief Executive Officer
Kingswood Group
Todd Walters
Co-Founder & Managing Member
Spearhead Capital Advisors, LLC. (Private)
BH
Bob Helmer
President Emeritus
Baldwin Wallace University