About Diana
Diana supports a team of wealth advisors by providing client service, financial planning, and investment management services to high-net-worth individuals and families.
Diana grew up in Miami and is a recent New York City transplant. In her free time, she enjoys spending time with family and friends, exploring new restaurants, reading, and traveling.
Education and Professional Milestones
-University of California, Los Angeles - double bachelor of arts in psychology and human biology and society
-Georgetown University’s McDonough School of Business - master of science in finance
-Has worked as a wealth planning associate at Ballentine Partners