Diversified Trust Promotes Senior Professionals
Diversified Trust, a comprehensive wealth management firm with more than $3.5 billion in client assets, has promoted two senior executives to leadership positions
• Andrew J. (Andy) Avera, CFP® has been promoted to Principal; and
• John P. Seckman, CFA® has been named Chief Operating Officer in addition to serving as Managing Principal of the company’s Atlanta office.
“We are pleased to recognize these talented leaders who provide exemplary guidance to our clients,” said Hal Daughdrill, Chairman and Principal of Diversified Trust. “Andy and John’s increased responsibilities at Diversified Trust are well earned and we are proud that they will represent our company in an increased capacity as we continue to expand throughout Atlanta and across the Southeast.”
Andy Avera, CFP® previously served as Senior Vice President of Diversified Trust. Avera provides comprehensive wealth management services from the Atlanta office, and has been instrumental in developing the company's financial advisory services. Avera’s specific areas of expertise include retirement planning, cash flow planning, estate planning, risk management, and tax planning. Prior to joining Diversified Trust in 2002, Avera served at a financial planning and investment advisory firm in Atlanta. Avera received a Master of Science in Personal Financial Planning from Georgia State University and graduated with the highest honor from the Georgia Institute of Technology where he received a Bachelor of Science in Management with certificates in finance and economics.
John P. Seckman, CFA® has served as the Managing Principal of Diversified Trust’s Atlanta office since its establishment in 2002. In his expanded role as Chief Operating Officer, Seckman will develop best practices across all offices ensuring the continued standard of excellence; while also managing Diversified Trust’s information technology and client administration. He will remain actively involved in the company’s private income fund strategies and Family Office Services.
Prior to joining Diversified Trust, Seckman was President of an Atlanta-based registered investment advisory firm. He also previously served as an Investment Director of the Delta Air Lines Benefit Trust, where he had direct responsibility for the fund's $1.4 billion real estate and timberland portfolio. Seckman received a Bachelor of Arts in Business Administration from the University of Mississippi and a Master of Science from the Massachusetts Institute of Technology. He also earned a law degree from the Nashville School of Law.
Avera and Seckman’s promotions were preceded by recent growth in Diversified Trust’s Atlanta office. In the past year the firm also attracted Senior Vice President Nandy Hurst and Senior Vice President Elizabeth Snyder to the company.
“We provide customized attention for each client and our expanded team represents broadened depth and capacity,” added Daughdrill.
Diversified Trust clients include individuals, multi-generational families, single family offices, foundations, endowments, retirement plans, and family-owned businesses. Its comprehensive wealth management services include Investment Management, Trusts and Estates, Family Office and Institutional Advisory Services.