Jason Randall Wheat
Portfolio Manager-Fixed Income at Diversified Trust Co.
Profile
Mr. Jason R.
Wheat, CFA, is a Vice President at Diversified Trust Co. With over fifteen years of fixed income experience, Mr. Wheat 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, he worked at FTN Financial and Vining Sparks in the roles of Risk Management, Portfolio Strategist and Sales.
He 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 Randall Wheat active positions
| Companies | Position | Start |
|---|---|---|
Diversified Trust Co.
 Diversified Trust Co. Investment ManagersFinance Diversified Trust Co. is a privately-owned trust management firm headquartered in Charleston, South Carolina. The firm was founded in 1994 by Larry H. Bryan. Diversified Trust creates wealth solutions to individuals and multi-generational families, foundations and endowments, retirement plans, and family-owned businesses. | Portfolio Manager-Fixed Income | 2016-01-31 |
Former positions of Jason Randall Wheat
| Companies | Position | End |
|---|---|---|
FHN Financial Securities Corp.
 FHN Financial Securities Corp. Investment Banks/BrokersFinance FHN Financial Securities Corp. is a FINRA-registered broker/dealer headquartered in Memphis, Tennessee. They are the brokerage arm of First Tennessee Bank, ultimately owned by First Horizon National Corp. (NYSE: FHN). Formerly known as FTN Financial Securities Corp., the firm was founded in 1998 and offers fixed income sales and trading services to individual and institutional clients. | Corporate Officer/Principal | - |
Training of Jason Randall Wheat
| University of Mississippi | Undergraduate Degree |
| Rhodes College | Graduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 2 |
|---|---|
Diversified Trust Co.
Diversified Trust Co. Investment ManagersFinance Diversified Trust Co. is a privately-owned trust management firm headquartered in Charleston, South Carolina. The firm was founded in 1994 by Larry H. Bryan. Diversified Trust creates wealth solutions to individuals and multi-generational families, foundations and endowments, retirement plans, and family-owned businesses. | Finance |
FHN Financial Securities Corp.
FHN Financial Securities Corp. Investment Banks/BrokersFinance FHN Financial Securities Corp. is a FINRA-registered broker/dealer headquartered in Memphis, Tennessee. They are the brokerage arm of First Tennessee Bank, ultimately owned by First Horizon National Corp. (NYSE: FHN). Formerly known as FTN Financial Securities Corp., the firm was founded in 1998 and offers fixed income sales and trading services to individual and institutional clients. | Finance |
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