Diversified Trust, an independent wealth management firm with over USD6.5 billion of assets under management, has appointed Michael A Gragnani, CFP, as a principal in the firm’s Atlanta office, responsible for business development and client service.
“We are glad to have Michael join the Diversified Trust team,” says Mark R Bell, managing principal of Diversified Trust’s Atlanta office. “I am confident that our firm and our clients will benefit from his deep knowledge and expertise in working with families to manage their wealth across generations.”
Prior to joining Diversified Trust, Gragnani served as principal and senior wealth advisor at Bessemer Trust for nearly a decade, advising high-net-worth individuals and families throughout the Southeast. Previously, Michael was a vice president with SunTrust Bank Private Wealth Management.
“Michael will help continue to bolster our market leadership and further our firm’s tremendous journey over the last quarter century,” says Hal Daughdrill, co-founder of the firm who oversees client services in the Atlanta office,. “Having helped many individuals, families, and institutions manage their wealth across four major financial crises and volatile markets, we believe Michael will play an important role in the next twenty-five years of our growth.”