Chief Financial Officer
Diana joined CFG in 2024 bringing valuable skills and experience in research and portfolio management. Her expertise in analysis, financial model creation, and model application enhances the capabilities of the CFG investment team.
Prior to joining City Fiduciary Group, Diana operated a global macro absolute return hedge fund for nearly 5 years. She developed diverse strategies to mitigate the challenges of varied market cycles in an unprecedented monetary policy environment. Before her experience in the hedge fund, she worked at JP Morgan as a financial advisor after she moved on from her first financial advisory role at Waddell & Reed. With over a decade in the industry, she shares and applies her knowledge of portfolio construction best practices, risk management and financial instrument selection across various portfolio objectives. Her approach is based on treating portfolios as dynamic, living systems which must be flexible enough to encompass different objectives across diverse markets. Through rigorous monitoring of the investment landscape and portfolio contents, she helps ensure client expectations are met throughout various market environments.
Before embarking on a career in finance she was a patent valuation analyst and assisted in patent litigation. She holds a bachelor's degree in political science from Rutgers University in 2008.
In her spare time, she enjoys competitive ballroom dance and billiards, figure skating, gardening, baking, and singing in a choir. Most of all, she loves spending time with her family and their four rescue cats.