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Who's Moving Where In Wealth Management? - Diversified Trust, Argent
Editorial Staff
21 February 2019
Diversified Trust, the US wealth manager, said it has promoted nine of its staff to new positions across the Southeast region of the country. Memphis Office: Nashville Office: Argent Financial Group Rives will be responsible for new client outreach and strengthening current customer relationships, Argent Financial Group said. A native of Shreveport, Rives has spent the past 24 years in numerous leadership roles in the public and private sectors in North Louisiana. Most recently, she was business development director for Heard, McElroy & Vestal, the CPA firm. Prior to joining Heard, McElroy & Vestal, she worked alongside her late husband, Mike Penn, at Penn Homes. A seasoned volunteer, Rives has been a member of the Junior League of Shreveport-Bossier for 25 years serving as president in 2005 and is currently a member of the Sustainer Advisory Panel. From 2012-2015, she was on the board of directors of The Association of Junior Leagues International, serving on the finance/audit committee and chaired the Issue Based Collective Action committee.
Atlanta Office:
Robinson Mertilus, to vice president;
Vince Chamblee, to senior vice president;
Jim Gilliland, to principal;
Hadley Miller, to principal;
Adele Anderson, to senior associate;
Adam Dretler, to principal;
Stewart Koch, to vice president;
Sarah Maxwell, to senior associate; and
Karen Morvai, to senior associate.
The wealth management firm has appointed Jodi Penn Rives as a business development officer for Shreveport, Louisiana and Oxford, Mississippi. She will report to chief development officer J Aaron Jack.