CoverProfile

Jason Wheat

Senior Vice President

Diversified Trust

United States, Tennessee, Memphis

About Me

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.

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

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