Jon Wright Email & Phone Number

Greater Memphis Area

About Diversified Trust: Diversified Trust is an employee-owned comprehensive wealth management firm based in the Southeast with over $9 billion of client assets under management. Diversified Trust was founded in January, 1994 and has offices in Atlanta, Charleston, Greensboro, Memphis and Nashville. Our clients include individuals, multi-generational families, foundations, endowments, retirement plans, and family-owned businesses.We are the largest independent trust company in Tennessee, and one of the largest in the Southeast. Our trust powers allow us to serve clients in various fiduciary capacities including trustee services and estate settlement services. For estates we offer administration, valuation, tax services, investment management, custodial and accounting services.Through Diversified Trust's extensive offering of financial advisory and family office services, our professionals will create a customized solution to address each client's unique situation. Our customized solutions can help address issues such as maximizing transfer of wealth, retirement cash flow needs, education funding, philanthropic goals, asset protection, bill payment and expense management, record keeping and document management, and family dynamics consulting.Diversified Trust offers extensive OCIO services to our institutional clients including advisement on investment policy, spending, investment management (execution and oversight), reporting, communications, audit support and planned giving initiatives.As a commitment to ensure our incentives are always aligned with the best interest of our clients, the principals of Diversified Trust have invested substantial personal and family assets alongside our clients.Our goal is simple - helping our clients focus on what is important to them.

Greater Memphis Area

Memphis

I worked at Deloitte for roughly 7 years as a staff, senior, and manager for mid-market to large SEC registrants across multiple industries. During my time, my experience included the following:- Served as a lead for financial statement and internal control audit engagements for both public and private clients in various industries including consumer services, manufacturing/distribution, real estate, and restaurants.- Managed clients and engagement teams through complex acquisitions and divestitures.- Gained valuable experience in auditing various complex accounting areas and transactions.- Interacted with client Controllers, CFOs, and Boards of Directors on a regular basis.- Oversaw day-to-day operations of the audit which included managing personnel locally and internationally.

Master Of Business Administration (M.B.A.)

Bachelor'S Degree, Accounting, Business, And Economics