Jason Lioon

Deputy Chief Investment Officer @Diversified Trust

Atlanta, GA, US
EMAILS
j•••••@diversifiedtrust.com
MOBILE NUMBERS
+14•••••••84

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WORK HISTORY

Aug 2015 — Present

Deputy Chief Investment Officer @Diversified Trust

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Atlanta, GA, US

EDUCATION

1997 — 2001

Dartmouth College

Bachelor of Arts - BA, Psychology

2003 — 2005

Vanderbilt University Owen Graduate School of Management

MBA, Finance, Real Estate

SKILLS

EquitiesFinancial AnalysisInvestment StrategiesAlternative InvestmentsPrivate EquityInvestmentsFinancial ModelingStrategic Financial PlanningInvestment AdvisoryMergers & AcquisitionsDue DiligenceSecuritiesFixed IncomeNegotiationAsset ManagmentInvestment ManagementAsset ManagementPortfolio ManagementAsset AllocationMutual FundsWealth ManagementValuation

ABOUT JASON LIOON

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

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