Diana Belger**

SVP, Investment Operations

  • Brings over 17 years of experience in Financial Services in Houston, Texas

  • Graduated from the University of Florida with a Bachelor of Science and Minor in Business Administration (1993).

  • Her career experience ranges from Financial Planning, Insurance service, Investments, Performance reporting, Intern development, and Database creation and maintenance.

  • Serves on the Investment Committee with over 13 years of experience in the Independent Investment Advisory space managing assets in a fee-based environment using allocated models.

  • Proficient in creating process and procedure, documentation, and teaching. Experienced in creating and managing GIPS compliant composite performance reporting.

  • Series 7 & 66 licensed

  • Member of the Firm’s Investment Committee