Investment experience: 25 years; 25 years with firm

Diana is responsible for building strategic relationships with other financial institutions that offer Bailard's investment products to their own advisory clients. Diana manages the firm's business-development efforts; the firm also relies on her to manage investment portfolios and financial issues for high-net-worth individuals and their families. Diana earned her AB in economics from Wellesley College in 1983 and joined the firm that same year. She currently serves on the board of directors of the YMCA of the Mid-Peninsula Association, whose goal is to build strong kids, strong families, and strong communities. She is also a member of the Peninsula Community Foundation's Professional Advisory Council. Diana lives on the Peninsula with her husband, Tom, and their two children.