Diana is a Senior Portfolio Manager & Senior Financial Life Advisor at Telemus Capital LLC. She is a voting member of the Investment Committee and of the traditional investment committees. Previously, Diana served as Co-Chief Investment Officer of the firm. Diana also leads the investment process and strategy for Manager-of-Manager clients and the High and Rising Dividend and Socially Aware investing strategies.
Ms. Joseph has been responsible for investment decisions impacting over 2 billion in investments and also helps significant families create, implement, and monitor global allocations and oversee their managers. Ms. Joseph has deep experience managing a broad array of equity strategies, fixed income, and diversifying strategies. She is also experienced in equity, fixed income, and company analysis and has developed proprietary analytical frameworks. Ms. Joseph penned quarterly economic and market commentaries for over 10 years and continues to produce a macroeconomic chartbook.
Ms. Joseph has participated in many civic organizations including; Delegate to the Investment Committee (10 years), the Investment Policy Subcommittee (7 years), Chair (3 years) and Member (10 years) Core/Traditional Asset Subgroup, Jewish Federation of Metropolitan Chicago; Member, Circle of Friends, YWCA of Metropolitan Chicago; Member, Women’s Bar Association of Illinois; Trustee, Jewish Women’s Foundation, Chicago; Steering Committee, Jewish Women’s Foundation of Chicago. Ms. Joseph has been an active supporter of events focusing on empowerment and equality and animal welfare and environmental protection organizations such as Hooved Animal Rescue and Protection Society, Young at Heart Senior Pet Rescue, and the Sierra Club. Ms. Joseph has appeared on a regular basis in print, radio, and television media including Barron’s, Crain’s, Fox Business, Bloomberg TV, Wall Street Transcript, Chicago Sun Times, and News radio 780. She has been a frequent speaker in many venues, which have included Markets Group Private Wealth Midwest Forums, The Jewish Federations of North America Investment Institute, Lake County Estate Planning Council, MAR Hedge Investment Management Institute, Illinois Valley Estate Planning Conference, The Chicago Business Leaders Breakfast, The Private Bank and Trust Company’s Wealth Management Forums and The Philanthropy Forum.
As well, Ms. Joseph has earned The Five Star Wealth Manager Award as announced in Crain’s, for the past 10 years running (2012-2021). Ms. Joseph graduated from New Trier East with honors. She graduated magna cum laude from the University of Miami, Florida with a Bachelor of Business Administration degree with majors in both Finance and Management; and cum laude with her Juris Doctor degree. She completed a macroeconomics program with an “A” at Northwestern University. Ms. Joseph has passed both the Illinois and Florida bar exams and the Series 7, 24,63, and 65 securities industry exams, all of which have now lapsed.
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