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$5.9+ trn
UBS Group invested assets
As of 06/30/2024
![[PWM] Madrid, Spain](mediahandler/dynamicmedia/512605/_PWM_ Madrid architecture-YC.jpg)
Though my clients often choose me for my comprehensive wealth management experience, I look beyond the tactical guidance and take a much more expansive view of my role. I commit to understanding you, your family, business and personal priorities, as well as your total financial picture.
With the firm's rich tradition of advising the most accomplished individuals, I am not only well-positioned to provide highly specialized guidance, but to also directly access and execute solutions with ease and efficiency.
Managing Director–Wealth Management
Senior Portfolio Manager
An industry veteran, Diana is a UBS Managing Director, a title reserved for a handful of business leaders around the globe. Diana is the senior portfolio manager for the Portfolio Management Program, specializing in customized portfolio construction and investment process. She believes that each investor is unique and thus the portfolio should reflect investment objectives and risk tolerance accordingly. Part of the process includes portfolio protection strategies, regular quarterly reviews, and client inclusion. Diana also believes that an informed investor will have a better experience and feel more comfortable with asset management. As one of UBS's elite Private Wealth Advisors, Diana has completed comprehensive training in financial planning, asset allocation and wealth planning strategies.
Outside UBS, Diana lives with her husband and two children. She actively supports all her children's schools and local institutions, and is a member of the Junior League and the Briar Club. Hobbies include music, travel and scuba diving.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Education
Credentials
Managing Director–Wealth Management
Senior Portfolio Manager
An industry veteran, Diana is a UBS Managing Director, a title reserved for a handful of business leaders around the globe. Diana is the senior portfolio manager for the Portfolio Management Program, specializing in customized portfolio construction and investment process. She believes that each investor is unique and thus the portfolio should reflect investment objectives and risk tolerance accordingly. Part of the process includes portfolio protection strategies, regular quarterly reviews, and client inclusion. Diana also believes that an informed investor will have a better experience and feel more comfortable with asset management. As one of UBS's elite Private Wealth Advisors, Diana has completed comprehensive training in financial planning, asset allocation and wealth planning strategies.
Outside UBS, Diana lives with her husband and two children. She actively supports all her children's schools and local institutions, and is a member of the Junior League and the Briar Club. Hobbies include music, travel and scuba diving.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Education
Credentials
$5.9+ trn
UBS Group invested assets
As of 06/30/2024
51 countries
Our global footprint
Global leader
UBS is a leading and truly global wealth manager
