Kelley joined the Diversified team in November 2008. She currently is the Experience Manager, a role in which she helps support, plan, and coordinate all of Diversified’s client and company events. She is also a vital part of the administrative team, lending aid to the entire staff. Having studied business administration at the University of […]
Jackson joined the Diversified team in 2024. Before joining Diversified, Jackson worked in family office administration, helping clients and families with $1B+ in assets. Jackson has previous experience in Institutional Trust administration with Foundations, Endowments, and Corporate Managed Funds. His wide range of client experiences created a passion to help all clients achieve peace of […]
