Senior Strategist and Senior Portfolio Manager recognized for eleventh consecutive year.
Telemus is proud to recognize Senior Strategist and Senior Portfolio Manager Diana J. Joseph for more than a decade of recognition as a Five Star Wealth Manager Award winner. The prestigious award, published by Chicago Magazine, recognizes wealth managers who are delivering an exceptional client experience.
Joseph, who was first honored in 2012, has consistently been recognized by the publication for her work serving clients.
“To earn this award for the eleventh year in a row shows the exceptional service and dedication that Diana has shown her clients and the firm,” said Lyle Wolberg, Telemus CEO, Senior Financial Life Advisor and Partner. “I am very proud to have her on our team as she continues to help develop not only the firm but our expanding team in Chicago.”
The Telemus team has continued to grow in Chicago under Joseph’s leadership, who has been in a leadership and mentoring role since 2017. Joseph has played a key role in assembling a group of leading financial professionals who are helping clients achieve their goals through financial advisory, planning, and investment management solutions.
As the Chicago office has grown, she has transitioned from Co-Chief Investment Officer of the firm to Senior Strategist and Senior Portfolio Manager, where she is responsible for investment decisions impacting more than $2 billion in client assets, monitoring global allocations, and overseeing other fund managers.
“To be given this award for the eleventh year in a row is extremely humbling and I hope to see others from our Chicago office and across the firm make the list in the years ahead,” she said.
The firm’s Chicago team provides outstanding financial services to its clients and is a group of financial specialists with diverse skillsets. Each team member has a different area of expertise and background that helps them connect with clients and ensure financial and personal goals are met.
Our Chicago team includes:
Satisfying customer needs and goals is a continual team process. There are several large financial challenges in 2022, including ongoing market volatility, so having the right team to help clients navigate the financial road ahead is extremely important.
“I would not have been able to be recognized for this award if it were not for my team helping me get to where I am today. All my success is because of the aid they have provided me with over the years,” said Joseph. “We will continue to add resources in the Chicago office to support our regional and national clients in achieving their long-term goals.”
Please join us in congratulating Diana Joseph for all that that she does for Telemus and our valued clients.
PAST PERFORMANCE IS NOT A GUARANTEE OF FUTURE RESULTS. Investment decisions should always be made based on the client's specific financial needs, goals and objectives, time horizon and risk tolerance. Current and future portfolio holdings are subject to risk. Risks may include interest-rate risk, market risk, inflation risk, deflation risk, currency risk, reinvestment risk, business risk, liquidity risk, financial risk, and cybersecurity risk. These risks are more fully described in Telemus Capital's Firm Brochure (Part 2A of Form ADV), which is available upon request. Telemus Capital does not guarantee the results of any investments. Investment, insurance and annuity products are not FDIC insured, are not bank guaranteed, and may lose value.
2022 Five Star Wealth Manager Award (Illinois)*
*Awards and recognitions by unaffiliated publications should not be construed by a client or prospective client as a guarantee that the client will experience a certain level of results if Telemus Capital, LLC (“Telemus”) is engaged, or continues to be engaged, to provide investment advisory services, nor should they be construed as a current or past endorsement of Telemus or its representatives by any of its clients. Rankings published by magazines and others are generally based on information prepared and/or submitted by the recognized adviser. The Five Star Wealth Manager award, administered by Crescendo Business Services, LLC (d/b/a Five Star Professional), is based on 10 objective criteria: 1. Credentialed as a registered investment adviser or a registered investment adviser representative; 2. Active as a credentialed professional in the financial services industry for a minimum of 5 years; 3. Favorable regulatory and compliant history (i.e., as defined by the administer, the wealth manager has not: A. Been subject to a regulatory action that resulted in a license being suspended or revoked, or payment of a fine; B. Had more than a total of three customer complaints filed against them (settled or pending) with any regulatory authority or Five Star Professional’s consumer complaint process. Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through Five Star Professional’s consumer complaint process; C. Individually contributed to a financial settlement of a customer complaint filed with a regulatory authority; D. Filed for personal bankruptcy; E. Been convicted of a felony); 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients; 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/or non-discretionary client assets administered; 9. Number of client households served; and 10. Education and professional designations. Investment returns are not a component of the rankings. Telemus did not pay a fee for inclusion on this list. Once awarded, however, awardees may purchase additional profile ad space or promotional products. The award methodology does not evaluate the quality of services provided and is not indicative of the awardee’s future performance.
*Winners appearing on this page do not pay a fee to be considered or to win the Five Star Award. Professionals with a digital profile have paid a promotional fee. This award was issued on 10/1/22 by Five Star Professional (FSP) for the time period 01/24/2022 through 07/29/2022.