Diversified Trust names new Nashville leaders in planned succession

By AI, Created 10:48 PM UTC, May 18, 2026, /AGP/ – Diversified Trust announced new leadership appointments in its Nashville office on May 19, 2026, after a planned transition designed to preserve continuity and develop leaders from within. The changes elevate Mike Winter to managing principal, Stewart Koch to chief operating officer and Adam Dretler to managing director as Robyn Hari shifts to focus solely on clients.

Why it matters: - Diversified Trust’s Nashville leadership changes signal a deliberate succession plan, not a disruption. - The moves are meant to support long-term continuity for clients, employees and the office’s growth. - The appointments reinforce the firm’s emphasis on promoting leaders from within.

What happened: - Diversified Trust announced leadership appointments in its Nashville office on May 19, 2026. - Robyn Hari stepped down as managing principal of the Nashville office after more than a decade in the role. - Hari will now focus exclusively on clients. - Mike Winter was named managing principal of the Nashville office. - Stewart Koch was appointed chief operating officer for the Nashville office. - Adam Dretler was promoted to managing director.

The details: - Hari said leading the Nashville office was one of the great privileges of her career. - Hari said she is grateful to spend more time and energy working with clients. - Winter had served for years on the Nashville leadership team alongside Hari. - Winter helped shape the office’s direction, leadership and culture. - Lee Gibson, president of Diversified Trust, said the transition reflects the strength of the firm’s culture and the depth of its talent. - Gibson said Winter reflects the firm’s values of thoughtful leadership, collaboration and long-term commitment to clients. - Koch has been with Diversified Trust since 2017. - Koch has worked as both a relationship manager and portfolio manager. - Koch has also contributed to talent development and firmwide strategic initiatives. - Koch’s operational experience is expected to help as the Nashville office continues to grow. - Dretler has long played a leadership role in the Nashville market. - Dretler is described as a trusted advisor to families and institutions and a respected leader in the Nashville community.

Between the lines: - The transition appears designed to keep institutional knowledge in place while shifting day-to-day leadership to the next generation. - The promotion of internal leaders suggests Diversified Trust is prioritizing culture fit and stability over outside hires. - Sam Graham, chairman and CEO, framed the changes as part of years of planning and a commitment to serving clients for generations.

What’s next: - Winter will lead the Nashville team into its next chapter. - Koch will support Winter in the office’s operations. - Diversified Trust expects the Nashville office to continue growing under the new structure. - The firm says the transition is intended to sustain continuity in client service and leadership for years ahead.

The bottom line: - Diversified Trust is handing Nashville leadership to a bench built internally, aiming to protect its culture while positioning the office for continued growth.