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
TT
Trey Tally
Principal and Senior Fiduciary Officer
Jon Wright
Chief Financial Officer
MM
Megan Mayhew
Senior Vice President
You Might Like
ML
Mary Limburg
Trader & Client Service Specialist
Pennsylvania Capital Management
BW
Bill Wood
Managing Member, Principal
Nova R Wealth
KA
Kimberly A. Griego-Kiel
Founding Partner Emerita
Horizons Sustainable Financial Services
DZ
Donna Zanetti
Manager of Client Services
Pennsylvania Capital Management