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WealthTrust Management and Staff Our team has decades of industry experience establishing, managing and growing wealth management firms as well as developing strategic alliances that promote growth. Since 2000, the managers of WealthTrust have completed seventeen transactions in assembling a strong network of affiliates throughout the United States. WealthTrust employs a team-oriented structure designed to provide affiliates with the high quality service and tactical strategies required to expand their businesses. Our team provides execution and support in compliance, technology, back-office operations, marketing, human resource administration and client services and achieves strong results by leveraging the team's knowledge and experience. |
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 Holly D. Deem, CFA Chief Executive Officer |
Holly D. Deem, CFA, brings more than 25 years of executive leadership experience in the investment and financial services industry to her role as Chief Executive Officer of WealthTrust LLC. She provides executive leadership of the firm, including overall management of the WealthTrust platform and its relationships with affiliate organizations. She joined WealthTrust in 2008 as Chief Operating Officer. Ms. Deem’s previous executive leadership roles include Chief Risk Officer for AMVESCAP; Chief Administrative Officer for INVESCO Global; and Chief Executive Officer for INVESCO Capital Management. Earlier in her career, she provided senior leadership at Bank of America and its subsidiaries, as Managing Director of Advisory Services; President of Private Investments; and President of TradeStreet Investment Associates. Ms. Deem has been recognized as one of the “Top 50 Smartest Women in the Money Business” by Money for Women magazine and received the “Top 25 Women in Business” achievement award from The Business Journal (Charlotte, NC). Ms. Deem holds the Chartered Financial Analyst (CFA) designation. She earned a B.S. in Accounting from Western Illinois University and completed post-graduate studies at the Graduate School of Bank Investments in Norman, Oklahoma; and Executive Program/Business Strategy at Columbia University’s Graduate School of Business. She is a member of the Association for Investment Management and Research, the Atlanta Society of Financial Analysts and The College of Business and Technology Advisory Board at Western Illinois University. |
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WealthTrust Staff |
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 John Miklich Controller |
John Miklich joined WealthTrust LLC in October of 2008. John has over twenty years of experience in accounting and business management and has worked for several large companies throughout the United States. Most recently, John served as Chief Financial Officer for Nashville Area Habitat for Humanity. Mr. Miklich holds a Bachelor’s Degree in Accounting from Lakeland College in Wisconsin. He is a Certified Public Accountant and a member of the American Institute of Certified Accountants. |
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 Abbie Arnold Giompoletti Assistant Controller |
Abbie Arnold Giompoletti joined WealthTrust in April, 2008. Prior to joining WealthTrust, Mrs. Giompoletti worked for 5 years in
Assurance and Advisory Business Services at Ernst & Young, LLP. She holds a designation as a Certified Public Accountant (CPA) and is a member of the Tennessee Society of CPAs. She received her B.A. and M.A. degrees in Accounting from the University of Alabama. |
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 Brenda Lane Assistant Vice President Human Resources |
Brenda Lane joined WealthTrust
in July 2006. Prior to joining WealthTrust, she worked for four years as an office manager in the escrow industry.
In addition, she worked at Vanderbilt University for three years as assistant to the vice
chancellor for investments and the treasurers. Before joining Vanderbilt, Ms. Lane was a legal
assistant for eight years in residential and commercial real estate. Ms. Lane holds a B.S. in Accounting from Lipscomb University. |
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 Lisa Valentine Portfolio Operations Manager |
Lisa Valentine joined WealthTrust in 2004 after 2 years at Deutsche Bank. Prior to that, and upon graduation, she joined J. C. Bradford & Co. as a margin specialist, where she remained for 2 years after the firm's acquisition by UBS / PaineWebber . Lisa holds a B.S. from Middle Tennessee State University. |
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 Eric Drake Network Administrator |
Eric Drake joined WealthTrust LLC in September of 2008. Prior to joining WealthTrust, Eric worked six years in the Information Technology department at Gaylord Entertainment, and most recently held the position of LAN Applications Analyst. Prior to this position, he was an Application Support Specialist in support of technologies for Gaylord’s hotel and resort locations, the Grand Ole Opry, Wild Horse Saloon, and the General Jackson Showboat. Previous IT positions have been held at Infuturo Technologies and Beacon Technologies. Eric holds a B.S. in Information Systems Security from ITT Technical Institute. |
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© WealthTrust LLC
Suite 600
102 Woodmont Boulevard Nashville, TN 37205 (615) 297-6884