Shari Harvey Martin
Geen lopende functies
Profiel
Ms. Shari H.
Martin is a Principal at Diversified Trust Co. She joined Diversified Trust in 2006.
She is a key contributor to the development and oversight of the company’s trust and estate services.
Previously, Ms. Martin was Regional Manager for the Atlanta office of Synovus Trust Company.
She began her career with SunTrust in Atlanta and focused on serving the needs of personal trust and investment clients during her fifteen-year tenure there.
Ms. Martin received a Bachelor of Arts in Economics and graduated cum laude from Furman University.
She is also a cum laude graduate of both the ABA National Trust School and National Graduate Trust School at Northwestern University and is a Certified Trust and Financial Advisor.
Ms. Martin has served on the boards of the Atlanta Estate Planning Council and the Estate Planning Council of North Georgia, the latter of which she also served as President.
Eerdere bekende functies van Shari Harvey Martin
| Bedrijven | Functie | Einde |
|---|---|---|
Synovus Trust Co. NA (Investment Management)
 Synovus Trust Co. NA (Investment Management) Investment ManagersFinance Synovus Trust Co. NA (Investment Management) (STC-IM) is the separately identifiable division of Synovus Trust Co. NA, a nationally chartered trust company headquartered in Atlanta, Georgia. The firm was founded in 1990 as the trust department of Columbus Bank and Trust (CB&T), which was formed in 1930, and expanded into Synovus Trust in 1995. They are the predecessor firm of GLOBALT Investments LLC. STC-IM offers trust services such as estate planning and settlement, asset management and trust administration to various clients. | Corporate Officer/Principal | - |
Suntrust Investment Services, Inc. (Investment Adviser)
 Suntrust Investment Services, Inc. (Investment Adviser) Investment ManagersFinance SunTrust Investment Services, Inc. (STIS) is a dual investment advisor and broker-dealer headquartered in Atlanta, Georgia and was founded in 2005. The firm is a subsidiary of SunTrust Bank Holdings, Co. STIS is an introducing broker-dealer clearing its trades through National Financial Services LLC and its affiliate Fidelity Management Trust Co. STIS is a member of FINRA and the SIPC. | Corporate Officer/Principal | - |
Diversified Trust Co.
 Diversified Trust Co. Investment ManagersFinance Diversified Trust Co. is a privately-owned trust management firm headquartered in Charleston, South Carolina. The firm was founded in 1994 by Larry H. Bryan. Diversified Trust creates wealth solutions to individuals and multi-generational families, foundations and endowments, retirement plans, and family-owned businesses. | Corporate Officer/Principal | - |
Opleiding van Shari Harvey Martin
| Furman University | Undergraduate Degree |
| Northwestern University | Graduate Degree |
Ervaring
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Verwante bedrijven
| Bedrijven in privébezit | 3 |
|---|---|
Diversified Trust Co.
Diversified Trust Co. Investment ManagersFinance Diversified Trust Co. is a privately-owned trust management firm headquartered in Charleston, South Carolina. The firm was founded in 1994 by Larry H. Bryan. Diversified Trust creates wealth solutions to individuals and multi-generational families, foundations and endowments, retirement plans, and family-owned businesses. | Finance |
Synovus Trust Co. NA (Investment Management)
Synovus Trust Co. NA (Investment Management) Investment ManagersFinance Synovus Trust Co. NA (Investment Management) (STC-IM) is the separately identifiable division of Synovus Trust Co. NA, a nationally chartered trust company headquartered in Atlanta, Georgia. The firm was founded in 1990 as the trust department of Columbus Bank and Trust (CB&T), which was formed in 1930, and expanded into Synovus Trust in 1995. They are the predecessor firm of GLOBALT Investments LLC. STC-IM offers trust services such as estate planning and settlement, asset management and trust administration to various clients. | Finance |
Suntrust Investment Services, Inc. (Investment Adviser)
Suntrust Investment Services, Inc. (Investment Adviser) Investment ManagersFinance SunTrust Investment Services, Inc. (STIS) is a dual investment advisor and broker-dealer headquartered in Atlanta, Georgia and was founded in 2005. The firm is a subsidiary of SunTrust Bank Holdings, Co. STIS is an introducing broker-dealer clearing its trades through National Financial Services LLC and its affiliate Fidelity Management Trust Co. STIS is a member of FINRA and the SIPC. | Finance |
