Jeri-Anne Agee
Vice President
jagee@diversifiedtrust.com

Jeri-Anne joined Diversified Trust in 2004 as a Vice President. In addition to working with clients, she is integrally involved with the development and execution of client reporting and administration initiatives for the company. She previously served as Senior Product Consultant for Investment Scorecard of Nashville and prior to that was Manager of Operations for Equitable Securities' ESC Strategic Funds. Jeri-Anne received a Bachelor of Science in Public Relations from the University of Alabama.