Diversified Trust, a wealth management firm with offices throughout the Southeast, plans to expand into South Carolina with an office in Charleston.
The Charleston office, the company’s fifth, is the first new office for Diversified Trust in 11 years, according to a news release, which said the company manages more than $8 billion in client assets.
Leading the new Charleston market will be six senior-level wealth management professionals, all of whom join as principals and shareholders of the firm. The team includes Eric A. Main, W. Ashley Thiem, Cynthia M. Legette, R. Thomas Cox III, Zachary Fuqua and Mark J. Green. All six join Diversified Trust from their previous roles at Bank of America Private Bank in Charleston.
“Diversified Trust is recognized across the Southeast for its generational impact, and the firm’s values align so well with the community and culture in Charleston,” Main said in the release. “We are thrilled to continue serving the Charleston community under the Diversified Trust banner and work with such a high-caliber team of wealth professionals.”
Diversified Trust, established in 1994, provides clients with comprehensive wealth management solutions, including investment management, trust and estates, and family office and institutional advisory services.