Jennifer serves as Fiduciary Risk and Compliance Officer for the firm. She is responsible for overseeing the internal audit and quality assurance of fiduciary accounts, providing leadership and guidance in the management of fiduciary accounts and identifying legal risks while keeping informed of industry laws and trends. In this role, she works closely with the company’s Senior Fiduciary Officer, advises and acts as a resource to each of the local office Trust and Estate Specialists and develops and implements processes relating to fiduciary administration.
Prior to joining Diversified Trust, Jennifer was a Vice President and Trust Officer with Cumberland Trust & Investment Company as well as Independence Trust Company, where she performed a variety of duties including relationship management, trust account administration and advised on compliance and corporate matters. Prior to her work in the trust field, Jennifer was an attorney with Stewart, Estes & Donnell in Nashville focusing on civil defense litigation.
Jennifer received her Bachelor of Arts from the College of Wooster in Wooster, OH and a J.D. from Cumberland School of Law at Samford University in Birmingham. She is licensed to practice law in Tennessee and is a member of the Estate Planning Council of Middle Tennessee.