Firm announces planned CEO and president transitions, underscoring continuity, growth, and long-term leadership succession. MEMPHIS, TN, UNITED STATES, March 31, 2026 /EINPresswire.com/ — Diversified Trust, an employee-owned comprehensive wealth management firm with over $14 billion in client assets, today announced two major leadership transitions. “I’m truly humbled at the opportunity to step into the CEO role at Diversified Trust,” says Gragnani. As such, the wealth management firm was built to mirror the multi-generational nature of the families it serves. About Diversified TrustDiversified Trust is an employee-owned comprehensive wealth management firm based in the Southeast with over $14 billion worth of client assets under management.
