Diana Joseph has a strong background in the financial services industry. Diana started their career at Mesirow Financial, where they held the position of Senior Managing Director and Senior Portfolio Manager from 2000 to 2005. Diana then moved on to Dearborn Partners, where they served as the Chief Investment Officer and Managing Director of the Strategic Wealth Management Group from 2005 to 2008. In 2009, Diana joined Barrington Strategic Wealth Management Group as the Owner and Chief Investment Officer, holding this position until 2017. Currently, they are working at Telemus as a Partner and Co-Chief Investment Officer, providing clients with a holistic outlook on their financial lives.
Diana Joseph's education history begins at the University of Miami, where they pursued a Bachelor of Business Administration (B.B.A.) degree in Finance and Management from 1976 to 1980. Following their undergraduate studies, they attended the University of Miami School of Law, completing their Juris Doctor degree in 1985.
Sign up to view 0 direct reports
Get started
This person is not in any teams