Jeri-Anne Agee
Profile
Prior to joining Diversified Trust in 2004, Ms. Agee served as Senior Product Consultant for Investment Scorecard of Nashville and prior to that was Manager of Operations for Equitable Securities' ESC Strategic Funds.
Ms. Agee received a Bachelor of Science in Public Relations from the University of Alabama.
Former positions of Jeri-Anne Agee
| Companies | Position | End |
|---|---|---|
Investment Scorecard, Inc.
 Investment Scorecard, Inc. Packaged SoftwareTechnology Services Investment Scorecard, Inc. provides software solutions to the wealth management industry. The firm offers suite of performance measurement, policy monitoring and independent client reporting solutions for wealth management firms, financial institutions and portfolio managers in the United States. The company was founded in 1995 and is headquartered in Nashville, TN. | Corporate Officer/Principal | - |
| Equitable Securities Corp. | Corporate Officer/Principal | - |
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. | Corporate Officer/Principal | - |
Training of Jeri-Anne Agee
| The University of Alabama | Undergraduate Degree |
Experiences
Positions held
Linked companies
| Private companies | 3 |
|---|---|
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 |
Investment Scorecard, Inc.
Investment Scorecard, Inc. Packaged SoftwareTechnology Services Investment Scorecard, Inc. provides software solutions to the wealth management industry. The firm offers suite of performance measurement, policy monitoring and independent client reporting solutions for wealth management firms, financial institutions and portfolio managers in the United States. The company was founded in 1995 and is headquartered in Nashville, TN. | Technology Services |
| Equitable Securities Corp. | Finance |
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- Jeri-Anne Agee
