Bill Spitz

Diversified Trust

Diversified Trust is an employee-owned comprehensive wealth management firm based in the Southeast with over $5 billion of client assets under management. Our clients include individuals, multi-generational families, family offices, foundations, endowments and retirement plans.

As a Co-Founder of Diversified Trust, Bill has served on the board since its inception and has been instrumental in the ongoing development of the company’s investment platform. From 1985 to 2007, Bill served as Treasurer and Vice Chancellor for Investments of Vanderbilt University where he presided over a ten-fold increase in endowment assets, during which time its investment performance placed in the top quartile of large endowments. Bill received NACUBO’s Rodney H. Adams Award which recognizes significant contributions to the field of endowment management, and the Hirtle Callaghan Award of Investment Leadership with exemplary investment management performance and unwavering professional ethics. He is also the 2008 recipient of Foundation & Endowment Money Management’s Lifetime Achievement award.

Optimal Investment Committees
VIEWPOINTS: Bill Spitz, Co-founder, Diversified Trust; Most institutional funds are governed by an investment or finance committee and many families choose to make decisions based on the consensus of a group of family members.
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