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Profil
Ms. Diana Grimsley is a Managing Director of Investment Operations, Reporting & Business Intelligence at Cresset Asset Management LLC.
Ms. Grimsley oversees the trading and execution as well as the client reporting process.
Using real-time dashboards, unified platforms and innovative reporting tools, she provides timely execution and data-driven clarity on portfolio performance, metrics and asset allocation.
Through True Fiduciary standards of transparency, clients gain an aggregated view of their portfolio across all asset classes.
Ms. Grimsley serves on the Investment Committee.
Previously, Ms. Grimsley spent five years at Merrill Lynch assisting operationally and working with 300+ clients to meet their portfolio reporting and trading needs.
She earned her B.S.
in Finance from George Mason University.
Anciens postes connus de Diana Grimsley
| Sociétés | Poste | Fin |
|---|---|---|
Cresset Asset Management LLC
 Cresset Asset Management LLC Investment ManagersFinance Cresset invests in active and passive solutions and public and private vehicles. The firm optimizes asset allocation decisions based on the client’s goals, not simply market benchmarks. They form an investment committee, which includes senior management and investment managers, to analyze investments on their clients' behalf. Their investment strategies and advice may vary depending on each client's specific financial situation. | Trading-Equity | 01/10/2022 |
Cresset PKP LLC
 Cresset PKP LLC Investment ManagersFinance Cresset PKP primarily allocates client assets, using pre-approved asset allocation models as a guide, among various mutual funds, ETFs, and independent investment managers in accordance with their stated investment objectives. In addition, the firm sometimes recommends clients invest in privately placed securities, which generally include debt, equity, and/or interests in pooled investment vehicles. PagnatoKarp Partners constructs model portfolios across a range of risk tolerances. They employ a combination of fundamental, technical, cyclical and behavioral finance methods of analysis while employing an asset allocation strategy based on a derivative of Modern Portfolio Theory (MPT). | Trading-Equity | 16/06/2020 |
Merrill Lynch & Co., Inc.
 Merrill Lynch & Co., Inc. Investment ManagersFinance Provides wealth management, securities trading and sales, corporate finance and investment banking services | Corporate Officer/Principal | - |
Hightower Advisors LLC
 Hightower Advisors LLC Investment ManagersFinance HighTower’s investment process begins by establishing each client's investment goal and risk tolerance. Once a client's investment statement has been developed and reviewed, portfolios are designed and managed using a mix of investments, including stocks, bonds, mutual funds (stock funds, bond funds and other asset classes), options, warrants, real estate investment trusts REITS, ETFs, alternative investments, and other securities as chosen by the firm. | Analyst-Equity | - |
Formation de Diana Grimsley
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
75
Relations au 1er degré
5
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 5 |
|---|---|
George Mason University
 George Mason University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Hightower Advisors LLC
Hightower Advisors LLC Investment ManagersFinance HighTower’s investment process begins by establishing each client's investment goal and risk tolerance. Once a client's investment statement has been developed and reviewed, portfolios are designed and managed using a mix of investments, including stocks, bonds, mutual funds (stock funds, bond funds and other asset classes), options, warrants, real estate investment trusts REITS, ETFs, alternative investments, and other securities as chosen by the firm. | Finance |
Merrill Lynch & Co., Inc.
Merrill Lynch & Co., Inc. Investment ManagersFinance Provides wealth management, securities trading and sales, corporate finance and investment banking services | Finance |
Cresset PKP LLC
Cresset PKP LLC Investment ManagersFinance Cresset PKP primarily allocates client assets, using pre-approved asset allocation models as a guide, among various mutual funds, ETFs, and independent investment managers in accordance with their stated investment objectives. In addition, the firm sometimes recommends clients invest in privately placed securities, which generally include debt, equity, and/or interests in pooled investment vehicles. PagnatoKarp Partners constructs model portfolios across a range of risk tolerances. They employ a combination of fundamental, technical, cyclical and behavioral finance methods of analysis while employing an asset allocation strategy based on a derivative of Modern Portfolio Theory (MPT). | Finance |
Cresset Asset Management LLC
Cresset Asset Management LLC Investment ManagersFinance Cresset invests in active and passive solutions and public and private vehicles. The firm optimizes asset allocation decisions based on the client’s goals, not simply market benchmarks. They form an investment committee, which includes senior management and investment managers, to analyze investments on their clients' behalf. Their investment strategies and advice may vary depending on each client's specific financial situation. | Finance |
