Profile
Prior to joining Diversified Trust in 2002, Ms. Felton spent ten years working directly with individual and business clients in the areas of tax planning and preparation, financial statement preparation, and general business advisory services.
Ms. Felton is a Certified Public Accountant and an active member of the Georgia Society of Certified Public Accountants.
She received a Bachelor of Arts in Accounting from the University of Georgia.
Former positions of Julie G. Felton
| Companies | Position | End |
|---|---|---|
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-Equities | 2010-02-15 |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 1 |
|---|---|
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 |
- Stock Market
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- Julie G. Felton
