JT serves clients and works in Diversified Trust’s wealth strategies area in the Nashville office. Prior to joining Diversified Trust, JT worked in fixed income trading at Davenport & Co. in Richmond, VA. At Davenport, JT assisted in the firms underwriting of municipal bond issues and took an active role in secondary market trading. Prior to Davenport, JT worked as a Registered Representative at SagePoint Financial where he was focused on business development and retirement planning.
JT received his Bachelor of Arts from Washington & Lee University. He received a Master of Business Administration in Finance and Strategy from Vanderbilt University’s Owen Graduate School of Management where he was a Beta Gamma Sigma honor society recipient.