Shari Martin Harvey
Geen lopende functies
Profiel
Prior to joining in Diversified Trust in 2006, Ms. Harvey 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. Harvey 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.
She has also served on the boards of the North Fulton Fund of the Community Foundation for Greater Atlanta, the Ed Isakson/Alpharetta Family YMCA, and Atlanta Cities in Schools.
Ms. Harvey has been published in the CCH Journal of Practical Estate Planning and the CCH Journal of Practical Retirement Planning.
Ms. Harvey received a Bachelor of Arts in Economics and graduated with honors 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.
Eerdere bekende functies van Shari Martin Harvey
| Bedrijven | Functie | Einde |
|---|---|---|
Synovus Trust Co. NA (Investment Management)
 Synovus Trust Co. NA (Investment Management) Investment ManagersFinance Synovus Trust Co. NA (Investment Management) (STC-IM) is the separately identifiable division of Synovus Trust Co. NA, a nationally chartered trust company headquartered in Atlanta, Georgia. The firm was founded in 1990 as the trust department of Columbus Bank and Trust (CB&T), which was formed in 1930, and expanded into Synovus Trust in 1995. They are the predecessor firm of GLOBALT Investments LLC. STC-IM offers trust services such as estate planning and settlement, asset management and trust administration to various clients. | Corporate Officer/Principal | - |
| SUNTRUST BANKS | Corporate Officer/Principal | - |
Diversified Trust Co.
 Diversified Trust Co. Investment ManagersFinance Diversified Trust Co. is a privately-owned trust management firm headquartered in Charleston, South Carolina. The firm was founded in 1994 by Larry H. Bryan. Diversified Trust creates wealth solutions to individuals and multi-generational families, foundations and endowments, retirement plans, and family-owned businesses. | Corporate Officer/Principal | - |
Opleiding van Shari Martin Harvey
| Furman University | Undergraduate Degree |
| Northwestern University | Undergraduate Degree |
Ervaring
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Verwante bedrijven
| Bedrijven in privébezit | 3 |
|---|---|
Diversified Trust Co.
Diversified Trust Co. Investment ManagersFinance Diversified Trust Co. is a privately-owned trust management firm headquartered in Charleston, South Carolina. The firm was founded in 1994 by Larry H. Bryan. Diversified Trust creates wealth solutions to individuals and multi-generational families, foundations and endowments, retirement plans, and family-owned businesses. | Finance |
Synovus Trust Co. NA (Investment Management)
Synovus Trust Co. NA (Investment Management) Investment ManagersFinance Synovus Trust Co. NA (Investment Management) (STC-IM) is the separately identifiable division of Synovus Trust Co. NA, a nationally chartered trust company headquartered in Atlanta, Georgia. The firm was founded in 1990 as the trust department of Columbus Bank and Trust (CB&T), which was formed in 1930, and expanded into Synovus Trust in 1995. They are the predecessor firm of GLOBALT Investments LLC. STC-IM offers trust services such as estate planning and settlement, asset management and trust administration to various clients. | Finance |
SunTrust Banks, Inc.
 SunTrust Banks, Inc. Regional BanksFinance SunTrust Banks, Inc. is a bank and financial holding company that engages in the provision of financial services. It offers deposit, credit, mortgage banking, trust and investment, asset management, securities brokerage, and capital market services. It operates through the following segments: Consumer, Wholesale, and Corporate Other. The Consumer segment consists of consumer banking, lending, wealth management, and mortgage banking services. The Wholesale segment relates to advisory, capital raising, and financial risk management; commercial and business banking, commercial real estate; as well as treasury and payment solutions. The Corporate Other segment covers management of the company's investment securities portfolio, long-term debt, end user derivative instruments, short-term liquidity and funding activities, balance sheet risk management, and most real estate assets. The company was founded in July 12, 1984 and is headquartered in Atlanta, GA. | Finance |
