Jason R. Wheat, CFA
With over ten years of fixed income experience, Jason works directly with the Investment Team as an Assistant Portfolio Manager on the Municipal Strategy and in the oversight of taxable fixed income offerings. Prior to joining Diversified Trust, Jason worked at FTN Financial and Vining Sparks in the roles of Risk Management, Portfolio Strategist and Sales.
Jason graduated from the University of Mississippi with a Bachelor of Arts degree in Business Administration and received a Master of Science in Accounting from Rhodes College. He is a CFA charterholder and member of the CFA Society of Memphis.