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Diana Joseph
Chief Investment Officer at Telemus Capital LLC
Profile
Diana Jill Joseph is the founder of Barrington Strategic Wealth Management Group LLC, which was founded in 2009.
She held the title of Chief Investment Officer & Managing Director at the firm.
Ms. Joseph's current job is as a Senior Finance Life Advisor & Partner at Telemus Capital LLC, starting in 2017.
She is also a Member at the Jewish Federation of Metropolitan Chicago.
Ms. Joseph's former jobs include being a Managing Director at Mesirow Financial Investment Management, Inc. from 2003 to 2005.
She was also a Senior Managing Director & Portfolio Manager at Dearborn Partners LLC, a Portfolio Manager at Harris Associates LP, a Senior Vice President at Rothschild & Co. Asset Management US, Inc., and a Principal at Hinshaw & Culbertson LLP.
Ms. Joseph received her undergraduate and graduate degrees from the University of Miami.
Diana Joseph active positions
Companies | Position | Start |
---|---|---|
Jewish Federation of Metropolitan Chicago | Corporate Officer/Principal | 31/05/2011 |
Telemus Capital LLC
![]() Telemus Capital LLC Investment ManagersFinance Telemus Capital LLC (Telemus) is a registered investment advisor headquartered in Southfield, Michigan. The firm was founded in 2013 and is a subsidiary of Focus Operating LLC., ultimately owned by Focus Financial Partners, Inc. (NASDAQ: FOCS). Telemus offers comprehensive financial advisory, investment management and asset management solutions to high net worth individuals and families, endowments and foundations, and select institutions. | Chief Investment Officer | 01/10/2017 |
Former positions of Diana Joseph
Companies | Position | End |
---|---|---|
Mesirow Financial Investment Management, Inc.
![]() Mesirow Financial Investment Management, Inc. Investment ManagersFinance Mesirow Financial Investment Management, Inc. (MFIM) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was established in 1986 and their sole shareholder is Mesirow Financial Services, Inc., which is wholly-owned by Mesirow Financial Holdings, Inc., a Chicago-based financial services firm that was founded in 1937. MFIM provides advisory services to individuals, corporations or other businesses, pension and profit-sharing plans, non-qualified plans, state or municipal government entities, and charitable organizations. | Portfolio Manager-Equities | 17/07/2005 |
Harris Associates LP
![]() Harris Associates LP Investment ManagersFinance Harris Associates LP (Harris) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded in 1976 and is a direct subsidiary of Natixis Investment Managers LLC, which is ultimately owned by BCPE’s Natixis SA (Natixis) (PAR: KN), a French investment banking and financial services firm. Harris primarily provides discretionary investment advisory services to individuals and institutions, including registered investment companies. The firm also provides investment advisory services to wrap programs, mutual funds, private investment partnerships and other pooled investment vehicles. | Portfolio Manager-Equities | 11/04/2005 |
Hinshaw & Culbertson LLP
![]() Hinshaw & Culbertson LLP Miscellaneous Commercial ServicesCommercial Services Hinshaw & Culbertson LLP provides legal services. It offers commercial litigation, construction services, consumer financial services, insurance and reinsurance services, personal injury and property damage defense litigation, real estate and lending, and white collar defense and internal investigations. The company was founded in 1934 and is headquartered in Chicago, IL. | Corporate Officer/Principal | - |
Rothschild & Co. Asset Management US, Inc.
![]() Rothschild & Co. Asset Management US, Inc. Investment ManagersFinance Rothschild & Co. Asset Management US, Inc. (R&Co) is an asset management firm headquartered in Stamford, Connecticut. The firm was founded in 1962 and formerly known as Rothschild Asset Management, Inc. They are a wholly-owned subsidiary of Great Lakes Advisors LLC and their ultimate parent is Wintrust Financial Corp. (NASDAQ: WTFC). R&Co provides investment advisory and sub-advisory services on a discretionary basis to a broad range of clients. They also provide non-discretionary investment advice to various wrap model delivery managed account programs. | Corporate Officer/Principal | - |
Barrington Strategic Wealth Management Group LLC
![]() Barrington Strategic Wealth Management Group LLC Investment ManagersFinance Founded in 2009, Barrington Strategic Wealth Management Group LLC is a registered investment advisor located in Chicago, Illinois. The firm provides investment services to high net-worth individuals, families, trusts, estates, and foundations. In addition, they provide investment services to banks or thrift institutions, pension and profit-sharing plans, and corporations or other business entities. | Founder | - |
Training of Diana Joseph
University of Miami | Graduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
Private companies | 8 |
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Harris Associates LP
![]() Harris Associates LP Investment ManagersFinance Harris Associates LP (Harris) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded in 1976 and is a direct subsidiary of Natixis Investment Managers LLC, which is ultimately owned by BCPE’s Natixis SA (Natixis) (PAR: KN), a French investment banking and financial services firm. Harris primarily provides discretionary investment advisory services to individuals and institutions, including registered investment companies. The firm also provides investment advisory services to wrap programs, mutual funds, private investment partnerships and other pooled investment vehicles. | Finance |
Dearborn Partners LLC
![]() Dearborn Partners LLC Investment ManagersFinance Dearborn Partners LLC (Dearborn) is an independent, privately held boutique investment management firm headquartered in Chicago, Illinois. The firm was founded in 1997 by Jerome Hickey. The firm provides investment management services to investment advisors, high net-worth families, and institutional investor. | Finance |
Barrington Strategic Wealth Management Group LLC
![]() Barrington Strategic Wealth Management Group LLC Investment ManagersFinance Founded in 2009, Barrington Strategic Wealth Management Group LLC is a registered investment advisor located in Chicago, Illinois. The firm provides investment services to high net-worth individuals, families, trusts, estates, and foundations. In addition, they provide investment services to banks or thrift institutions, pension and profit-sharing plans, and corporations or other business entities. | Finance |
Jewish Federation of Metropolitan Chicago | |
Rothschild & Co. Asset Management US, Inc.
![]() Rothschild & Co. Asset Management US, Inc. Investment ManagersFinance Rothschild & Co. Asset Management US, Inc. (R&Co) is an asset management firm headquartered in Stamford, Connecticut. The firm was founded in 1962 and formerly known as Rothschild Asset Management, Inc. They are a wholly-owned subsidiary of Great Lakes Advisors LLC and their ultimate parent is Wintrust Financial Corp. (NASDAQ: WTFC). R&Co provides investment advisory and sub-advisory services on a discretionary basis to a broad range of clients. They also provide non-discretionary investment advice to various wrap model delivery managed account programs. | Finance |
Hinshaw & Culbertson LLP
![]() Hinshaw & Culbertson LLP Miscellaneous Commercial ServicesCommercial Services Hinshaw & Culbertson LLP provides legal services. It offers commercial litigation, construction services, consumer financial services, insurance and reinsurance services, personal injury and property damage defense litigation, real estate and lending, and white collar defense and internal investigations. The company was founded in 1934 and is headquartered in Chicago, IL. | Commercial Services |
Mesirow Financial Investment Management, Inc.
![]() Mesirow Financial Investment Management, Inc. Investment ManagersFinance Mesirow Financial Investment Management, Inc. (MFIM) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was established in 1986 and their sole shareholder is Mesirow Financial Services, Inc., which is wholly-owned by Mesirow Financial Holdings, Inc., a Chicago-based financial services firm that was founded in 1937. MFIM provides advisory services to individuals, corporations or other businesses, pension and profit-sharing plans, non-qualified plans, state or municipal government entities, and charitable organizations. | Finance |
Telemus Capital LLC
![]() Telemus Capital LLC Investment ManagersFinance Telemus Capital LLC (Telemus) is a registered investment advisor headquartered in Southfield, Michigan. The firm was founded in 2013 and is a subsidiary of Focus Operating LLC., ultimately owned by Focus Financial Partners, Inc. (NASDAQ: FOCS). Telemus offers comprehensive financial advisory, investment management and asset management solutions to high net worth individuals and families, endowments and foundations, and select institutions. | Finance |
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