![Julie G. Felton](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>)
Profil
Prior to joining Diversified Trust in 2002, Ms. Felton spent ten years working directly with individual and business clients in the areas of tax planning and preparation, financial statement preparation, and general business advisory services.
Ms. Felton is a Certified Public Accountant and an active member of the Georgia Society of Certified Public Accountants.
She received a Bachelor of Arts in Accounting from the University of Georgia.
Anciens postes connus de Julie G. Felton
| Sociétés | Poste | Fin |
|---|---|---|
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. | Gestionnaire de Portefeuille-Actions | 16/02/2010 |
Expériences
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26
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1
Entreprises liées au 1er degré
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Sociétés liées
| Entreprise privées | 1 |
|---|---|
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 |
