Steve Diamond

Gestionnaire de Portefeuille-Actions chez Wintrust Investments LLC

Profil

Dr. Steven M.
Diamond is a Senior Vice President at Wintrust Investments LLC.
As a Financial Advisor, he offers his clients a comprehensive and effective style of portfolio management utilizing a combination of fundamental and technical analysis.
He maintains a conservative investment strategy specializing in stocks, bonds, and mutual funds.
Dr. Diamond believes in an educative and collaborative approach to developing and managing individually tailored investment strategies based on an evaluation of risk tolerance, income and tax considerations, current investment allocations, and long-term goals.
He feels that making objective recommendations is the key to earning and preserving his clients’ trust.
By providing exceptional service and personal attention, he has the privilege of maintaining countless lifelong client relationships, many spanning several family generations.
He also works closely with attorneys and accountants to incorporate comprehensive estate and trust planning services.
Dr. Diamond received his PhD in Psychology from Yale University.
In addition, he completed an internship and post doctoral fellowship at Yale University in Connecticut.
He is an Investment Advisor Representative, licensed insurance specialist and holds FINRA Series 7, 63, and 66 Licenses.

Postes actifs de Steve Diamond

Sociétés	Poste	Début
Wintrust Investments LLC	Gestionnaire de Portefeuille-Actions	01/02/1997

Formation de Steve Diamond

Yale University

Doctorate Degree