Joseph was honored by the Women’s Bar Association of Illinois and received a Five Star Wealth Manager Award for the ninth consecutive year for her outstanding service.

Telemus is proud to announce that Senior Financial Life Manager, Partner Diana Joseph has added two more awards to her impressive dossier. Joseph is the winner of a 2020 Distinguished Service Award from the Women’s Bar Association of Illinois. She was also recently recognized with the Five Star Wealth Manager Award for an incredible ninth consecutive year.

Given at the WBAI’s 106th annual reception, held virtually on Sept. 10, the Distinguished Service Award honors current and retired WBAI members who have demonstrated exemplary service to the field of law. The organization cites Joseph’s more than three-decade career managing sophisticated investment strategies, along with her civic work with women’s and Jewish advocacy organizations.  Joseph obtained her Juris Doctor degree from the University of Miami School of Law, where she graduated cum laude.

“We congratulate Diana on her receiving the WBAI Distinguished Service Award as well as being chosen for the 2020 Five Star Wealth Manager Award,” said Gary Ran, Telemus Chairman, CEO and Partner. “Diana is the consummate investment professional, and this well-deserved recognition is an acknowledgement of the years she’s worked honing her craft. We’re proud to call her our Partner.”

Joseph said she was honored to receive the award after helping the WBAI Hooton Fund navigate the financial markets since 2003. The fund is named for the late Cook County Circuit Court Judge and former WBAI President, Mary Heftel Hooton. It’s used to support the WBAI’s office in Chicago.

“Many people contribute and build on the strong heritage of the Women’s Bar,” Joseph said. “This week I have updated my will/trust to bequest $150,000 to the Hooton Fund so that the Women’s Bar continues to have funds to support its physical home and continue its amazing work. I hope every member will consider doing the same. Large or small, every bequest helps.”

Joseph was also recognized with a Five Star Wealth Manager Award for an incredible ninth consecutive year. The award was published in Chicago Magazine and recognizes outstanding service and overall satisfaction

“I am gratified that our client-centric philosophy is appreciated by clients and recognized by peers,” Joseph added. “Telemus has a talented, first-rate team of knowledgeable professionals focused on holistic wealth management, planning, optimization of the client experience, and the provision of well-planned investment outcomes.”

Please join us in congratulating Diana on these outstanding achievements!

*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.

 

 

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