Sam Fraundorf
Chief Investment Officer at Diversified Trust Co.
Profile
Mr. Robert S.
Fraundorf is a Principal & Chief Investment Officer at Diversified Trust Co. and a Treasurer & Director at The Atlanta Botanical Garden, Inc. He is on the Board of Directors at Diversified Trust Co., Wilmington Real Asset Fund Select LLC and The Atlanta Botanical Garden, Inc. As Chief Investment Officer of Diversified Trust Co., he oversees the development and execution of the firm's investment strategies and leads the Investment Team.
His responsibilities include overall investment strategy, research of investment trends and opportunities, oversight of the multi-manager platform, risk management, and strategic planning.
He also serves as a senior advisor to clients.
Prior to joining Diversified Trust, Sam served as a senior wealth management investment executive at Wilmington Trust where he led major business units and held the positions of Chief Investment Officer and President of Wilmington Trust Investment Advisors, Director of Research, and Chief Operating Officer-Investments.
His career started with Arthur Andersen in the mid-1980s, and he subsequently served as a lead consultant with KPMG Investment Advisors advising high net-worth investors on topics such as charitable gifts, estate planning and tax planning.
Mr. Fraundorf holds a Bachelor of Science in Accounting and Finance from the University of Idaho.
He also received a Master of Science in Finance from Georgia State University.
Sam Fraundorf active positions
| Companies | Position | Start |
|---|---|---|
| Wilmington Real Asset Fund Select LLC | Director/Board Member | 2009-04-22 |
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. | Chief Investment Officer | 2015-07-31 |
Former positions of Sam Fraundorf
| Companies | Position | End |
|---|---|---|
Wilmington Trust Investment Management LLC
 Wilmington Trust Investment Management LLC Investment ManagersFinance Wilmington Trust Investment Management LLC (WTIM) is a SEC-registered investment advisor headquartered in Wilmington, Delaware. The firm was founded in 2001 and is a wholly-owned subsidiary of M&T Bank Corp. (NYSE: MTB). WTIM provides investment advice to clients that are private investment funds. | Portfolio Manager-Equities | 2015-07-31 |
The Atlanta Botanical Garden, Inc.
 The Atlanta Botanical Garden, Inc. Other Consumer ServicesConsumer Services Atlanta Botanical Garden develops and maintains plant collections for display, education, research, conservation and enjoyment. The company was founded in 1976 and is headquartered in Atlanta, GA. | Director/Board Member | - |
Wilmington Funds Management Corp.
 Wilmington Funds Management Corp. Investment ManagersFinance Wilmington Funds Management Corp. (WFMC) is a SEC-registered investment advisor headquartered in Wilmington, Delaware. The firm was founded in 1981 as Rodney Square Management Corp. They are a subsidiary of M&T Bank Corp. (NYSE: MTB). WFMC provides investment advisory services directly to certain affiliated investment companies which are part of the Wilmington Funds. | Portfolio Manager-Equities | - |
KPMG LLP
 KPMG LLP Miscellaneous Commercial ServicesCommercial Services KPMG LLP engages in the provision of audit, tax, and advisory services. It serves the banking and capital markets, building, construction and real estate, consumer and retail, energy, natural resources and chemicals, financial services, government and public sector, healthcare and life sciences, industrial manufacturing, insurance, media and entertainment, private equity, technology, telecommunications, and venture capital industries. The company was founded in 1987 and is headquartered in New York, NY. | Corporate Officer/Principal | - |
Wilmington Trust Investment Advisors, Inc.
 Wilmington Trust Investment Advisors, Inc. Investment ManagersFinance Wilmington Trust Investment Advisors, Inc. (WTIA) is a mutual fund manager and registered investment advisor headquartered in Wilmington, Delaware. The firm was founded as MTB Investment Advisors, Inc. in 1995 as the result of a merger between Allied Investment Advisors and M&T Asset Management. In 2012, their name was changed to WTIA. The firm is a wholly-owned subsidiary of Manufacturers and Traders Trust Co. (M&T Bank), which is owned by M&T Bank Corp. (NYSE: MTB). WTIA principally provides investment management services to institutional clients. They also serve as sub-advisor to the Wilmington Funds, a family of mutual funds. | President | - |
Training of Sam Fraundorf
| University of Idaho | Undergraduate Degree |
| Georgia State University | Graduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 7 |
|---|---|
Wilmington Trust Investment Management LLC
Wilmington Trust Investment Management LLC Investment ManagersFinance Wilmington Trust Investment Management LLC (WTIM) is a SEC-registered investment advisor headquartered in Wilmington, Delaware. The firm was founded in 2001 and is a wholly-owned subsidiary of M&T Bank Corp. (NYSE: MTB). WTIM provides investment advice to clients that are private investment funds. | Finance |
| Wilmington Real Asset Fund Select LLC | Miscellaneous |
Wilmington Trust Investment Advisors, Inc.
Wilmington Trust Investment Advisors, Inc. Investment ManagersFinance Wilmington Trust Investment Advisors, Inc. (WTIA) is a mutual fund manager and registered investment advisor headquartered in Wilmington, Delaware. The firm was founded as MTB Investment Advisors, Inc. in 1995 as the result of a merger between Allied Investment Advisors and M&T Asset Management. In 2012, their name was changed to WTIA. The firm is a wholly-owned subsidiary of Manufacturers and Traders Trust Co. (M&T Bank), which is owned by M&T Bank Corp. (NYSE: MTB). WTIA principally provides investment management services to institutional clients. They also serve as sub-advisor to the Wilmington Funds, a family of mutual funds. | Finance |
KPMG LLP
KPMG LLP Miscellaneous Commercial ServicesCommercial Services KPMG LLP engages in the provision of audit, tax, and advisory services. It serves the banking and capital markets, building, construction and real estate, consumer and retail, energy, natural resources and chemicals, financial services, government and public sector, healthcare and life sciences, industrial manufacturing, insurance, media and entertainment, private equity, technology, telecommunications, and venture capital industries. The company was founded in 1987 and is headquartered in New York, NY. | Commercial Services |
Wilmington Funds Management Corp.
Wilmington Funds Management Corp. Investment ManagersFinance Wilmington Funds Management Corp. (WFMC) is a SEC-registered investment advisor headquartered in Wilmington, Delaware. The firm was founded in 1981 as Rodney Square Management Corp. They are a subsidiary of M&T Bank Corp. (NYSE: MTB). WFMC provides investment advisory services directly to certain affiliated investment companies which are part of the Wilmington Funds. | Finance |
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 |
The Atlanta Botanical Garden, Inc.
The Atlanta Botanical Garden, Inc. Other Consumer ServicesConsumer Services Atlanta Botanical Garden develops and maintains plant collections for display, education, research, conservation and enjoyment. The company was founded in 1976 and is headquartered in Atlanta, GA. | Consumer Services |
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