Diane began her career in 1982 at Merrill Lynch in Boston, where she served for 5 years as an Operations Specialist. In 1986 Diane joined Excalibur Management Corporation and was promoted to Vice President. At Excalibur Management Corporation, Diane served as an assistant portfolio manager, administering over 200 client portfolios. Among other responsibilities, Diane was in charge of maintaining quality client services, and was responsible for the training and supervision of the staff of account administrators. In 1999 Diane joined several principals of Excalibur Management Corporation, to form Beacon Asset Management, LLC, where she served as Vice President. At Beacon Asset Management, Diane instituted and managed the firm’s securities trading function, coordinated and maintained the firm’s investment performance data, and maintained relationships with clients, custodians, brokers and interested parties.
Diane holds a B.S. degree from Northeastern University, where she majored in Business Administration and Finance.