Jason Lioon

Deputy Chief Investment Officer at Diversified Trust

Role: Deputy Chief Investment Officer at Diversified Trust
Location: Atlanta, GA, US
LinkedIn followers: 500 followers

Finance & AccountingView LinkedIn profile

About Jason Lioon

As Deputy Chief Investment Officer, Jason is a senior member of Diversified Trust\'s…

Experience

Deputy Chief Investment Officer
Diversified Trust
Aug 2015 — Present · Atlanta, GA, US

Education

Dartmouth College
Bachelor of Arts - BA, Psychology
1997 — 2001
Vanderbilt University Owen Graduate School of Management
MBA, Finance, Real Estate
2003 — 2005

Skills

Equities
Financial Analysis
Investment Strategies
Alternative Investments
Private Equity
Investments
Financial Modeling
Strategic Financial Planning
Investment Advisory
Mergers & Acquisitions
Due Diligence
Securities
Fixed Income
Negotiation
Asset Managment
Investment Management
Asset Management
Portfolio Management
Asset Allocation
Mutual Funds
Wealth Management
Valuation

Contact information

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Work email
•••••@diversifiedtrust.com
Personal email
•••••@•••••.com
Direct dial
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Current company

Diversified Trust

Financial Services · 156 employees · Founded 1994 · Memphis, Tennessee, United States

Diversified Trust is a wealth management and trust advisory firm combining the rigor of a trust company with the holistic approach of a boutique wealth manager. We partner with clients who value thoughtful guidance, deep expertise, and a personalized approach. Our role is to bring clarity to complexity and help clients make decisions that meaningfully shape generations. For 4 decades, we’ve served as a leading independent trust company in the South, overseeing approximately $15B in assets from our offices in Atlanta, Charleston, Greensboro, Memphis, and Nashville. As an employee owned, multigenerational firm, we reflect the families and institutions we serve, bringing continuity, perspective, and a long-term mindset to every relationship and a culture where people can grow, contribute, and build meaningful careers. WHAT WE DO: Across every relationship, we bring family office caliber expertise across investment, fiduciary, tax, estate, and planning disciplines expertise to help clients make confident decisions. Our work spans the full landscape of wealth stewardship, including: • Wealth Strategies Financial planning, tax strategy, estate planning, philanthropy, business & entity planning, risk management, multigenerational planning • Investments Public & private markets, manager due diligence, portfolio construction, research & oversight • Trust & Estate Administration Trust management, estate settlement, fiduciary oversight, generational transitions • Institutional Advisory (OCIO) Investment strategy, governance support, oversight & reporting, fiduciary partnership FOR THOSE CONSIDERING JOINING US: Successful, enduring companies are about a talented team and a strong culture. We are fortunate to have both. We invest in our team so they feel supported and engaged. If you value meaningful relationships, multigenerational impact, and doing work that matters, you'll find a home here.

diversifiedtrust.com

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About Jason Lioon

Experience

Deputy Chief Investment Officer

Education

Dartmouth College

Vanderbilt University Owen Graduate School of Management

Skills

Find verified contacts for anyone on LinkedIn