Investment experience: 27 years; 27 years with firm

Diana directs and oversees the activities of the institutional sales and client service team, and is responsible for the firm’s marketing strategy and brand management. Her business development activities span traditional investment consultants and intermediary platforms to hedge fund-of-funds and multi-family offices. She also serves as an Investment Counselor for a limited number of the firm’s private clients. Diana earned her AB in economics from Wellesley College prior to joining the firm in 1983.

Diana served two, three-year terms on the Board of Directors of the YMCA of the Mid-Peninsula Association (2001-2007) and served on the Professional Advisory Council of the Peninsula Community Foundation (1998-2006). Diana and her husband, Tom, are active parent volunteers at The Woodside Priory, The Nueva School and St. Matthew’s Episcopal Day School.