Diana Joseph, JD is a dynamic leader, a tireless advocate for her clients, and one of Chicago’s most notable financial advisors. As Partner and Co-Chief Investment officer with Telemus, she develops and oversees all aspects of the investment process and strategy for the firm. Prior to joining Telemus, Diana has been analyzing companies and economies, successfully creating and implementing diverse asset allocations and portfolios which stood the test of time for over twenty-three years. In addition, she continues to author an insightful quarterly analytical market letter. Diana also appears on a regular basis in national and local media including Barron’s, Crain’s, The Wall Street Journal, Bloomberg TV and local media.
Diana Joseph has broad experience managing equity strategies, fixed income and sophisticated diversifying strategies, and has developed proprietary analytical frameworks for macroeconomic and fundamental analysis.
At Telemus, she develops and oversees all aspects of the investment process and strategy for the firm. This includes the manager-of-managers program, All Cap Value, Growth and Value Blend, and the High Dividend equity strategies, balanced versions of all, as well as the Diversifier and Comprehensive strategies.
She has been a frequent speaker in many venues, which have included MAR Hedge, Investment Management Institute, Illinois Valley Estate Planning Conference, the Chicago Business Leaders Breakfast, the PrivateBank and Trust Company’s Wealth Management Forums, and the Philanthropy Forum hosted by the Jewish Women’s Foundation of Chicago.
Diana Joseph's Achievements
Series 7, Series 63, and Series 65 Security Licenses
Diana Joseph's Previous Experience
Portfolio Manager, Harris Associates LP
Owner/Chief Investment Officer, Barrington Strategic Wealth
Diana Joseph's Community Contributions/Organizations
Jewish Federation of Metropolitan Chicago
YWCA of Metropolitan Chicago
Young at Heart
Defenders of Wildlife
Delegate to the Investment Advisory Council (13 years)
Core Traditional Asset Subgroup (11 years; past Chair)