Diana brings over 17 years of experience in the Financial Services industry. She is proficient in creating process and procedure, documentation, and teaching. Her extensive experience includes creating and managing GIPS compliant composite performance reporting.
Prior to joining Stavis & Cohen Financial in 2009, her career experience also included financial planning, insurance service, investments, performance reporting, intern development, and database creation and maintenance. She has over 13 years of experience in the Independent Investment Advisory space managing assets in a fee-based environment using allocated models. Diana graduated from the University of Florida with a Bachelor of Science and Minor in Business Administration. In addition, Diana holds her Series 7 and 66 Licenses and is a member of the firm’s Investment Committee.
In her spare time, Diana enjoys spending time with her loving husband and daughter.