Diversified Trust has promoted Jeff Buck, Drew Berg and Jason Lioon to principals.
Based in the firm’s Atlanta office, Jeff Buck is a senior member on the company’s investment team and is responsible for the oversight of the company’s hedge funds, private real estate and other alternative strategies. Previously, Buck was a partner with Alpha Capital Management LLC. He has also served as the chief investment officer of Homrich & Berg and as a portfolio manager for Wilmington Trust.
Also based in the firm’s Atlanta office, Jason Lioon is a senior member on the company's investment team and is responsible for the oversight of the company’s equity strategies. Prior to joining Diversified Trust, Lioon served as a financial analyst with Goldman, Sachs & Co. in the private wealth management division.
Drew Berg joined Diversified Trust in 2006 and is a principal in the firm’s Nashville office. He chairs the Institutional Advisory Services Team and is a member of the Investment Strategies Group and Portfolio Management Team. His primary duties include portfolio management and performance reporting. Before joining the company, he spent eight years at Investment Scorecard Inc.
Diversified Trust is an employee-owned, southeast-based comprehensive wealth management firm with more than $4.5 billion in client assets.