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Rob Lineberger profile image

Rob Lineberger

Principal at Diversified Trust Company
Intro Book
Seasoned financial professional with 23+ years of experience in investments, portfolio management, and financial services.
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Location
Nashville, Tennessee, United States, US
Skills
  • Investments
  • Portfolio Management
  • Financial Analysis
  • Finance
  • Asset Management
  • Show all
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Bio

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Rob Lineberger is a seasoned financial professional with over 23 years of experience in investments, portfolio management, and financial services. He has held senior roles at Diversified Trust Company, Miller & Martin PLLC, and Watkins & McNeilly, where he has managed multi-billion dollar portfolios and advised clients on financial planning and asset management. He holds a JD and LLM degree from the University of Memphis and Auburn University.

Experience

  • Diversified Trust Company
    • Greater Nashville Area, TN
    • Principal
      • Oct 2000 - Present
      • Greater Nashville Area, TN

      Diversified Trust is an employee-owned comprehensive wealth management firm based in the Southeast with over $6.5 billion of client assets under management. Our clients include individuals, multi-generational families, foundations, endowments, retirement plans, and family-owned businesses.We are...

  • Miller & Martin PLLC
    • Greater Nashville Area, TN
    • Partner
      • Jan 1995 - Sep 2000
      • Greater Nashville Area, TN
  • Watkins& McNeilly
    • Greater Nashville Area, TN
    • Attorney
      • Aug 1989 - Jan 1995
      • Greater Nashville Area, TN

Education

  • 1989 - 1990
    University of Florida
  • 1986 - 1989
    The University of Memphis—Cecil C. Humphreys School of Law
  • 1981 - 1985
    Auburn University

Suggested Services

This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection

Industry Focus. “Investment Banking”

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