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
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