![Shari Harvey Martin](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
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.
| Sociétés | Poste | Fin |
|---|---|---|
Synovus Trust Co. NA (Investment Management)
 Synovus Trust Co. NA (Investment Management) Investment ManagersFinance STC-IM primarily offers three investment advisory strategies, Equity, Fixed Income and the innovatETF Strategies® that span multiple investment styles and are designed to serve multiple investor objectives, with active management. Within each of these three major investment strategies, the firm offers various strategy subcategories to focus on different investment objectives, benchmarks and risk attributes. Strategies are managed by the Investment Policy Committee using a team approach. The goal of the investment processes is to deliver competitive returns versus the appropriate benchmarks for each investment strategy over market cycles. | Corporate Officer/Principal | - |
Suntrust Investment Services, Inc. (Investment Adviser)
 Suntrust Investment Services, Inc. (Investment Adviser) Investment ManagersFinance SunTrust Investment Services (STIS) generally believes that a diversified asset allocation strategy is the best approach to maximize clients' returns while minimizing risk across market cycles. The firm provides wealth accumulation services including financial planning, asset management consulting, mutual funds, annuities, educational planning and lending and financing solutions. They also offer wealth preservation services including estate planning, alternative investments and hedging and monetization strategies. The firm's wealth transition services include charitable giving, exchange funds and business succession planning. They offer corporate services including employee benefits, liquidity management, share repurchase programs and corporate lending. STIS' executive services include compensation plans, advisory services, restricted stock and trading plans. The firm also offers a variety of corporate growth strategies. | Corporate Officer/Principal | - |
Diversified Trust Co.
 Diversified Trust Co. Investment ManagersFinance Diversified Trust manages portfolios with a goal-oriented approach to their exposures, risks, costs and expectations. The firm builds a client’s portfolio by selecting investment instruments (whether active or passive, liquid or illiquid) and combining them into a whole that will perform in both strong and weak economic environments. | Corporate Officer/Principal | - |
Actives
Inactives
Sociétés cotées
Entreprise privées
| Entreprise privées | 5 |
|---|---|
Synovus Trust Co. NA (Investment Management)
Synovus Trust Co. NA (Investment Management) Investment ManagersFinance STC-IM primarily offers three investment advisory strategies, Equity, Fixed Income and the innovatETF Strategies® that span multiple investment styles and are designed to serve multiple investor objectives, with active management. Within each of these three major investment strategies, the firm offers various strategy subcategories to focus on different investment objectives, benchmarks and risk attributes. Strategies are managed by the Investment Policy Committee using a team approach. The goal of the investment processes is to deliver competitive returns versus the appropriate benchmarks for each investment strategy over market cycles. | Finance |
Suntrust Investment Services, Inc. (Investment Adviser)
Suntrust Investment Services, Inc. (Investment Adviser) Investment ManagersFinance SunTrust Investment Services (STIS) generally believes that a diversified asset allocation strategy is the best approach to maximize clients' returns while minimizing risk across market cycles. The firm provides wealth accumulation services including financial planning, asset management consulting, mutual funds, annuities, educational planning and lending and financing solutions. They also offer wealth preservation services including estate planning, alternative investments and hedging and monetization strategies. The firm's wealth transition services include charitable giving, exchange funds and business succession planning. They offer corporate services including employee benefits, liquidity management, share repurchase programs and corporate lending. STIS' executive services include compensation plans, advisory services, restricted stock and trading plans. The firm also offers a variety of corporate growth strategies. | Finance |
Northwestern University
 Northwestern University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Furman University
 Furman University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Diversified Trust Co.
Diversified Trust Co. Investment ManagersFinance Diversified Trust manages portfolios with a goal-oriented approach to their exposures, risks, costs and expectations. The firm builds a client’s portfolio by selecting investment instruments (whether active or passive, liquid or illiquid) and combining them into a whole that will perform in both strong and weak economic environments. | Finance |
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