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Barry B. Diamond is Chief Investment Officer. His over forty years of practical experience and investment success provide individual investors with the level of investment guidance most 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, Institute for International Research, Strategic Research Institute, Information Management Network, Investment Management Institute, Opal Financial Group, FTSE International Equities Summit, Global Conference Institute, Greater Miami Tax Institute, Institute of Certified Financial Planners, Florida Bar Association Convention, International Association for Financial Planning, 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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