JT VanMeter

Investment Principal

JT VanMeter, CFA, joined Glenview Trust in 2023 as an Investment Principal, bringing a broad background across wealth management, fixed income, and investment advisory services. Prior to Glenview, JT worked at Diversified Trust Company in Nashville as a Wealth Strategist and Relationship Associate, advising high-net-worth families and individuals on investment strategy, long-term financial planning, and complex portfolio considerations.

Earlier in his career, JT developed deep capital markets expertise at Davenport & Company in Richmond, Virginia, where he worked in the fixed income department supporting the underwriting, trading, and distribution of municipal bonds. He began his career as a registered representative with SagePoint Financial, focusing on retirement planning and client development, building a strong foundation in both the analytical and relationship-driven aspects of financial advisory work.

JT is a Chartered Financial Analyst (CFA®), having completed the program—widely regarded as one of the most rigorous credentials in global finance—in the shortest possible timeframe by passing all three levels on his first attempt. This distinction is achieved by only a small minority of global candidates and reflects an extensive mastery of investment analysis, portfolio management, ethics, and financial markets.

JT earned a Bachelor of Arts in Economics from Washington and Lee University and holds an MBA in Finance and Strategy from Vanderbilt University’s Owen Graduate School of Management. During his time at Vanderbilt, he was recognized as both a Hans Stoll Scholar and an Edmund Fitzgerald Scholar, and he graduated with Beta Gamma Sigma honors, the highest international recognition for exceptional academic achievement in business.
 

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