Diversified Trust names Michael Gragnani as managing principal
December 11, 2019
Comprehensive Wealth Management Firm Expands Leadership Team
ATLANTA, GA – Diversified Trust, an independent comprehensive wealth management firm with offices throughout the Southeast and over $7 billion of client assets under management, announced that Michael Gragnani, CFP, is the new managing principal of the firm’s Atlanta office.
“Michael is a tremendous leader dedicated to our clients both in and outside of the Atlanta community—we are proud to name him as a managing principal,” said Samuel Graham, president and chief executive officer of Diversified Trust. “He is a highly-regarded wealth management professional whose leadership and expertise enhances the value we deliver for new and existing clients.”
Gragnani will lead Diversified Trust’s Atlanta office, overseeing business development and client services. Prior to joining the firm, he served as principal and senior wealth advisor at Bessemer Trust for nearly a decade, advising high-net-worth individuals and families throughout the Southeast. Before that, Gragnani was a vice president with SunTrust Bank Private Wealth Management.
“At Diversified Trust, we strive to deliver high-value outcomes while helping individuals, families and institutions develop, manage and transfer their wealth,” said Hal Daughdrill, co-founder of the firm who oversees client services in the Atlanta office. “As we expand our footprint across the Southeast, Michael’s ability to seamlessly guide clients through volatile times—and across generations—will be an invaluable asset to the firm’s evolution and growth.”
Gragnani earned a Bachelor of Arts degree from the University of Virginia and a Masters of Business Administration from Georgia State University. In addition, he is a CFP® professional.
About Diversified Trust
Diversified Trust is located at 400 Galleria Parkway, SE Suite 1400, Atlanta, Georgia, 30339. Diversified Trust is employee-owned with more than $7 billion of client assets under management. Its clients include individuals, multi-generational families, family offices, foundations, endowments and retirement plans. In addition to Atlanta, the Southeast-based company has offices in Greensboro, North Carolina; Nashville, Tennessee; and Memphis, Tennessee. For more information on Diversified Trust, please visit diversifiedtrust.com.
