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| Barry B. Diamond, Chief Investment Officer, is nationally recognized as an authority on asset allocation and investment risk-management. He is a specialist in coordinating investments with estate planning, and designing portfolios that meet goals of capital appreciation and growth of income. His forty years of practical experience and investment success provide individual investors with the level of investment guidance sought by institutional investors. |
About Us
An investment professional since 1968, Mr. Diamond has helped establish investment policy and management of billions of dollars of institutional money, including service as Chairman of the Investment Committee of the University of Florida Foundation. He is Past-President of the Greater Miami Tax Institute, and a member of the Estate Planning Council of Greater Miami.
Mr. Diamond has been featured speaker before such prestigious groups as the Institutional Investor Institute, FTSE International Equities Summit, Institute for International Research, Information Management Network, Opal Financial Group, Investment Management Institute, Strategic Research Institute, Greater Miami Tax Institute, Institute of Certified Financial Planners, Florida Bar Association Convention, International Association for Financial Planning, Global Conference Institute, South Florida Employee Benefits Council, and the Masters-In-Tax Program, Florida International University. He also lectures in professional continuing education programs for attorneys and Certified Public Accountants, and appears as an expert witness on investment and financial planning matters. He earned his Bachelor of Electrical Engineering (BEE) from the University of Florida and Masters of Business Administration (MBA) from the University of California at Berkeley.
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