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R. Sam Fraundorf

Principal and Chief Investment Officer

As Chief Investment Officer, Sam oversees the development and execution of our investment strategies and leads our Investment Team. His responsibilities include overall investment strategy, research of investment trends and opportunities, oversight of our multi-manager platform, risk management, and strategic planning. Sam also serves as a senior advisor to clients. Prior to joining Diversified Trust, Sam served as Chief Investment Officer at Wilmington Trust, responsible for $35 billion in client assets. During his tenure at Wilmington Trust he held several senior wealth management investment executive positions, including President of Wilmington Trust Investment Advisors, Director of Research, and Chief Operating Officer-Investments. His career started with Arthur Andersen in the mid-1980s, and he subsequently served as a lead consultant with KPMG Investment Advisors advising high net-worth investors on topics such as charitable gifts, estate planning and tax planning.

Sam is a CFA charterholder and member of the CFA Society of Atlanta where he has served as a lead instructor of the CFA Review Course. He is also a Certified Public Accountant and member of the American Institute of Certified Public Accountants. Sam is a former trustee for the Atlanta Botanical Gardens and is a current member of the Finance and Investment Committee. He has previously served as Chair of the Finance Council for the Cathedral of Christ the King in Atlanta as well as a member of the Investment Committee for the Boys and Girls Club of Metro Atlanta. Sam holds a Bachelor of Science in Accounting and Finance from the University of Idaho. He also received a Master of Science in Finance from Georgia State University.