Back to results

Jeffrey S. Howard

Principal and Director of Knowledge Management

Jeff serves as Director of Knowledge Management and is a senior member of the client services team. As Director of Knowledge Management Jeff is responsible for the development of systems, processes, and resources to harness the collective knowledge and experience of our firm and provide for the ongoing maintenance and sharing of that information both internally and with clients. Prior to joining Diversified Trust, Jeff worked as an independent, fee-only, registered investment advisor and financial planner specializing in the creation of comprehensive financial plans and customized investment solutions.

Jeff received a Bachelor of Science in Management from the Georgia Institute of Technology and a Master of Science in Personal Financial Planning from Georgia State University. At Georgia State, he was selected as the Graduate Student of the Year in the Personal Financial Planning program. He holds the CFP® certification awarded by the Certified Financial Planner Board of Standards, Inc. Jeff is also a CFA Charterholder and a member of the Atlanta Society of Finance and Investment Professionals.