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WealthTrust Management and Support Team 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 has over 25 years of executive experience in investment management and the financial services industry.
She joined WealthTrust as Chief Operating Officer in 2008 and became Chief Executive Officer in 2010. Her previous roles included Chief Administrative Officer with oversight responsibility for all administration functions and Chief Risk Officer with responsibility for a comprehensive risk management program for Invesco, Ltd, formerly Amvescap. Prior to joining Invesco she held senior roles at Bank of America and its subsidiaries. These include; President of Private Investments, the high net worth investment management platform, and President of TradeStreet Investment Associates, the institutional investment subsidiary with assets under management in excess of $85 billion. Ms. Deem holds a B.S. in accounting from Western Illinois University and completed the executive program for business strategy at the Graduate School of Business at Columbia University. She has been recognized by Money for Women as one of the top 50 smartest women in the money business and received the top 25 women in business achievement award from The Business Journal. Ms. Deem holds a Chartered Financial Analyst (“CFA”) designation and is a member of the Atlanta Society of Financial Analysts and the Association for Investment Management and Research. |
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 Michael Henry Senior Vice President, General Counsel |
Michael Henry's background in the legal and regulatory aspects of investment management and brokerage services spans over 20 years and includes experience on both the industry and regulatory sides. Prior to coming to WealthTrust, he was the compliance director for Morgan Keegan & Co., a brokerage and investment management firm, as well as serving as an assistant general counsel there. Mr. Henry holds a B.A. in English and a J.D. from the University of Mississippi. |
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WealthTrust Support Team |
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| John |
John Bio |
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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 after spending the past four years as an office manager in the escrow industry.
Prior to that, 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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| Eric |
Eric Bio |
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 Lisa Valentine Senior Portfolio Administrator |
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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 Ann Harris Executive Assistant |
Ann Harris joined WealthTrust in March, 2002 after working 11 years at J.C. Bradford & Co./ UBS PaineWebber. In her last two years at Bradford she worked in the trust department as a trust administrator. Prior to that she worked as a portfolio accounting assistant in the investment management department and as an administrative assistant to the general counsel in the legal and compliance department. In January, 2001 she received certification from Cannon Trust School I. |
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© WealthTrust LLC
Suite 600
102 Woodmont Boulevard Nashville, TN 37205 (615) 297-6884