Jason Lioon CFA®Vice President
jlioon@diversifiedtrust.com
Jason joined Diversified Trust in 2005 as a Vice President. In addition to working with clients, he is a participant on the company's investment committee and works closely with our Chief Investment Officer. Prior to joining Diversified Trust, Jason served as a Financial Analyst with Goldman, Sachs & Co. in the Private Wealth Management division, where he created investment plans for high net worth individuals and helped manage over $1 billion in client assets. Jason completed his undergraduate work at Dartmouth College, where he received a Bachelor of Arts in Psychology. He also received a Master of Business Administration from Vanderbilt University's Owen Graduate School of Management with concentrations in finance and real estate. Jason is a member of the CFA Society of Atlanta and has earned the right to use the Chartered Financial Analyst designation.