As Partner and Co-Chief Investment officer with Telemus, Diana Joseph is a dynamic leader, a tireless advocate for her clients, and one of Chicago’s most notable financial advisors. Crain’s Chicago Business is just out with its list of the Windy City’s 2018 Notable Financial Advisors and we are proud Diana was selected among the best of the best for her wealth of knowledge, depth of experience, and client-centric philosophy.
“I’m pleased to receive this recognition for my work among a team of talented, first-rate, knowledgeable professionals,” Diana said. “At Telemus, we are focused on providing a truly unique experience for our clients from financial life planning to asset allocation and the adherence to exceptional investment standards.”
Diana develops and oversees all aspects of the investment process and strategy for our 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.
“I have seen first-hand how Diana structures investment portfolios to help with life and lifestyle goals; she believes in educating and encouraging our clients to live their best lives,” said Lauren Genuardi, a financial life advisor with Telemus who has worked with Diana for 15 years. “Diana is quick to detect changes in the competitive environment. Thus, she is always learning and expanding services and advice offered. Our clients benefit tremendously from such personalized financial planning and investment prowess.”
In addition to being honored by Crain’s, Diana recently won the Five Star Wealth Manager Award for the seventh year in row. The award, published in Chicago Magazine, recognizes outstanding service and overall satisfaction.
During her nearly 30 years in the business, Diana has worked diligently to promote the integrity of the wealth management industry and the betterment of her community, engaging with and supporting many civic organizations. Among them: the Jewish Federation of Metropolitan Chicago, the YWCA of Metropolitan Chicago; Member, the Women’s Bar Association of Illinois and Jewish Women’s Foundation, Chicago. Diana also actively supports many pet welfare organizations including Young at Heart and Defenders of Wildlife.
In August, she spoke on asset allocations as part of a panel at the Private Wealth Midwest Forum held at the University of Chicago. In September, Diana addressed the Women’s Bar Association of Illinos whose Hooten fund she has managed since 2003 as part of her commitment to supporting the community.
Congratulations, Diana, on your exemplary work and the well-deserved recognition. From all of us at Telemus, thank you for all you do for our clients and our team.