Diversified Trust, an independent wealth management firm with offices in the Southeast United States and more than $8 billion of AUM, has named William Crawford, CEO and president of Pacolet Milliken, to its Board of Directors.
The firm also has named Sam Graham, Diversified Trust’s CEO, as chairman to succeed James Lientz, who recently retired.
Pacolet Milliken is a Greenville, S.C.,-based family-owned investment company in which Crawford oversees the company's overall performance, strategic planning and shareholder communication. Crawford joined Pacolet in 2013, serving first as general counsel and then as president and chief operating officer.
“We have the utmost respect for William and his track record for success at Pacolet Milliken, and it is truly a privilege to have him join our Board of Directors,” Graham said in a statement. “William brings decades of legal, banking, and family office governance experience to this role, giving him invaluable knowledge, which will help us measure long-term, sustainable success at Diversified Trust.”
Diversified Trust, which is employee owned, was established in 1994 and provides clients with wealth management solutions, including investment management, trusts and estates, family office and institutional advisory services.