A member of our client services team, Trace develops and implements complex wealth strategies through trust, estate, and business planning. Prior to joining Diversified Trust, Trace worked in mergers and acquisitions at Ernst & Young supporting private equity clients in the acquisition of closely-held businesses throughout the United States. Trace began his career as an attorney with the Balch Law Group, a boutique law firm in Atlanta.
Trace holds a Juris Doctor from the Georgia State University College of Law and an LL.M. in Taxation from the University of Florida Levin College of Law. Prior to his legal studies, Trace earned Bachelor and Master of Arts degrees in Anthropology. Trace is a board member of Generation Green, an elected board of directors committed to supporting the Georgia Conservancy. Trace is a member of the Georgia Bar Association.