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.
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.
Crain’s Chicago Notable Women in Finance (2018)*
*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.
Notable Women in Finance was produced by Crain Content Studio, the marketing storytelling division of Crain’s Chicago Business. The Crain's Chicago Business newsroom was not involved in selecting these women or creating this content. The women featured here were selected based on their career accomplishments, their involvement in nonprofits and community organizations, and evidence that they mentor others in their field, as outlined in an extensive nomination form that was written by journalists who cover the finance industry in Illinois. The nominators pay a processing fee to nominate the women; those chosen did not pay to be part of the section. Notable Women in Finance was managed by Leslie D. Green for Crain Content Studio. Telemus did not pay a fee for inclusion on this list.