Diversified Trust has announced the promotion of six professional, lead by the appointment of Drew Berg as principal.
Berg, who joined Diversified Trust in 2006, chairs the Nashville office of the company’s Institutional Advisory Services Team and is a member of the Investment Strategies Group and Portfolio Management Team. In addition to serving clients, his primary duties include portfolio management and performance reporting.
Before joining the company, Berg spent eight years at Investment Scorecard, Inc., a Nashville-based provider of performance measurement, portfolio monitoring and client reporting solutions to the wealth management industry.
Southeast-based Diversified Trust is a wealth management firm with more than $4.5 billion in client assets. It has offices in Atlanta, Greensboro, N.C., Memphis and Nashville
“Drew is an invaluable asset to both clients and coworkers,” Tom Curtis, managing director of Diversified Trust, said in a release. “We look forward to him continuing his leadership role in our firm as Principal.”
In addition to Berg, the other DT employees promoted are as follows:
• Mary Raymond, vice president
• April Rome, vice president
• Tammy Underwood, senior associate
• Stephen Vogel, senior associate
• Meg Fortenberry, associate