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Robert W. Frazee
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Profile
Mr. Robert W.
Frazee, CFA CPA, is Vice President at Diversified Trust Co. Prior to joining Diversified Trust in 2008, he served as a Vice President at a Memphis-based money management firm, where he was an equity analyst and a portfolio manager for taxable fixed income accounts.
He began his career at PricewaterhouseCoopers as an associate in the Denver office.
Mr. Frazee received both his Bachelor of Business Administration and his Master of Accountancy from the University of Tennessee.
He is a member of the CFA society of Memphis and serves on the board of Advance Memphis.
He has earned the right to use the Chartered Financial Analyst designation.
Former positions of Robert W. Frazee
| Companies | Position | End |
|---|---|---|
Delta Asset Management LLC (Tennessee)
 Delta Asset Management LLC (Tennessee) Investment ManagersFinance Delta’s methods of analysis and investment strategies incorporate the client’s needs and investment objectives, time horizon, and risk tolerance. The firm is not bound to a specific investment strategy for the management of investment portfolios, but rather considers the risk tolerance levels gathered at the account opening, as well as on an on-going basis. | Analyst-Equity | 30/04/2009 |
PricewaterhouseCoopers LLP
 PricewaterhouseCoopers LLP Miscellaneous Commercial ServicesCommercial Services Provides auditing, assurance, consulting and tax & business consulting services | Corporate Officer/Principal | 31/12/2004 |
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. | Portfolio Manager-Equities | - |
Training of Robert W. Frazee
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
98
1st degree connections
4
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 4 |
|---|---|
Delta Asset Management LLC (Tennessee)
Delta Asset Management LLC (Tennessee) Investment ManagersFinance Delta’s methods of analysis and investment strategies incorporate the client’s needs and investment objectives, time horizon, and risk tolerance. The firm is not bound to a specific investment strategy for the management of investment portfolios, but rather considers the risk tolerance levels gathered at the account opening, as well as on an on-going basis. | Finance |
PricewaterhouseCoopers LLP
PricewaterhouseCoopers LLP Miscellaneous Commercial ServicesCommercial Services Provides auditing, assurance, consulting and tax & business consulting services | Commercial Services |
University of Tennessee
 University of Tennessee Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
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 |
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