![Jeri-Anne Agee](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>)
Prior to joining Diversified Trust in 2004, Ms. Agee served as Senior Product Consultant for Investment Scorecard of Nashville and prior to that was Manager of Operations for Equitable Securities' ESC Strategic Funds.
Ms. Agee received a Bachelor of Science in Public Relations from the University of Alabama.
| Sociétés | Poste | Fin |
|---|---|---|
Investment Scorecard, Inc.
 Investment Scorecard, Inc. Packaged SoftwareTechnology Services Provides software solutions to the wealth management industry | Corporate Officer/Principal | - |
Equitable Securities Corp.
 Equitable Securities Corp. Investment Banks/BrokersFinance Provides investment banking services | 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 | 4 |
|---|---|
Equitable Securities Corp.
Equitable Securities Corp. Investment Banks/BrokersFinance Provides investment banking services | Finance |
The University of Alabama
 The University of Alabama Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Investment Scorecard, Inc.
Investment Scorecard, Inc. Packaged SoftwareTechnology Services Provides software solutions to the wealth management industry | Technology 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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