Telemus Growing Chicago Team Under Five Star Wealth Manager
Senior Financial Life Advisor recognized for tenth consecutive year.
Telemus is proud to recognize Senior Financial Life Advisor, Partner Diana J. Joseph for a decade of recognition as a Five Star Wealth Manager Award winner. The prestigious award, published by Chicago Magazine, recognizes outstanding service and overall satisfaction.
Joseph was first honored in 2012 and has consistently been recognized by the publication.
“This is a well-deserved honor for a valuable teammate who has delivered exceptional service to her clients and the firm for many years,” said Lyle Wolberg, Telemus CEO, Senior Financial Life Advisor and Partner. “Diana is a wealth of knowledge and has successfully helped many families and foundations develop customized financial plans and reach their specific investment goals.”
Through her leadership and mentoring roles since 2017, Telemus has continued to foster talent recruitment and growth in its Chicago office. 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 team has expanded, she has transitioned from Co-Chief Investment Officer of the firm to Senior Financial Life Advisor, where she leads the investment process and strategy for specific areas, including manager-of-manager clients, high and rising dividend and socially aware investing strategies.
“I’m humbled by the continued recognition as a Five Star Wealth Manager and hope to see others from our Chicago office make the list in the coming years,” she said.
As the firm continues its strategic growth initiatives, there’s an opportunity to bolster client services around financial planning and investment management needs. The firm’s Chicago team has an array of financial specialists with different backgrounds that allow each one of them to connect with clients through a deep and thoughtful exploration process to define what financial and personal achievement means to them.
Meet our financial team in Chicago:
- Lauren M. Genuardi, MBA – Financial Life Advisor
- Andrew Hambleton, AWMA®– Financial Life Advisor
- Kyle Deal, CFP®– Associate Financial Life Advisor
- Jennifer Gayton – Client Service Manager
“Our clients are still facing financial challenges in 2021, so it’s important to expand team resources and tools to develop holistic wealth management and planning strategies and guide them to desired outcomes. My success and recognition as a Five Star Wealth Manager wouldn’t be possible if it weren’t for this team around me,” Joseph said. “We intend to keep growing this Chicago office and bringing financial strategies to our regional and national clients for many years to come.”
Please join us in congratulating Diana Joseph for all that she does to advance Telemus. And get to know the firm’s Chicago team.
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.
2021 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.
Telemus is a place where financial security is just the starting point. A place where you can identify and realize a more profound, more aspirational mission – to leverage your wealth to help you achieve your envisioned future. Through a deep and thoughtful exploration process with a unique team of experts, we help you define what financial and personal achievement means. By igniting a partnership with Telemus, we will help you attain personal life enrichment, your grandest visions, and your life’s most important goals. At Telemus, we have a different perspective on your financial life. When you take a seat at the Telemus Roundtable, you gain access to the most compelling conversations and inspired solutions for your financial future. We offer you a brand new, more holistic outlook far beyond just investment management which we know will serve as the inspiration for a more enriched life.
