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Diana Joseph
Directeur en chef des Investissements chez
Telemus Capital LLC
Profil
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 completed her undergraduate and graduate degrees at the University of Miami.
Postes actifs de Diana Joseph
| Sociétés | Poste | Début |
|---|---|---|
Jewish Federation of Metropolitan Chicago
 Jewish Federation of Metropolitan Chicago Miscellaneous Commercial ServicesCommercial Services Operates as a non profit organization | Corporate Officer/Principal | 01/06/2011 |
Telemus Capital LLC
 Telemus Capital LLC Investment ManagersFinance Telemus uses various investment strategies in managing clients’ assets. Each client's investment strategy is based on the client's unique investment goals and risk tolerance. They use various methods of analysis and sources of information in formulating investment advice. The methods of analysis are primarily based on economic and company/fund fundamental analysis as well as economic cyclicality. | Directeur en chef des Investissements | 02/10/2017 |
Anciens postes connus de Diana Joseph
| Sociétés | Poste | Fin |
|---|---|---|
Mesirow Financial Investment Management, Inc.
 Mesirow Financial Investment Management, Inc. Investment ManagersFinance MFIM employs a traditional value-oriented investment strategy that spans market-caps. The firm analyzes a vast universe of data in order to select investments that meet their standards of quality and fit within the client’s risk profile. Investments are typically made in mutual funds, equities, fixed income products, and alternative investments. MFIM uses both a top-down approach and a company-specific, catalyst-driven philosophy. | Gestionnaire de Portefeuille-Actions | 18/07/2005 |
Harris Associates LP
 Harris Associates LP Investment ManagersFinance Harris is a global asset manager that seeks to invest in businesses that are priced at substantial discounts to their estimate of intrinsic value. The firm adheres to a fundamental, bottom-up idea generation process. | Gestionnaire de Portefeuille-Actions | 12/04/2005 |
Hinshaw & Culbertson LLP
 Hinshaw & Culbertson LLP Miscellaneous Commercial ServicesCommercial Services Provides legal services | Corporate Officer/Principal | - |
Rothschild & Co. Asset Management US, Inc.
 Rothschild & Co. Asset Management US, Inc. Investment ManagersFinance R&Co actively manages their portfolios with a goal of outperforming the indices, whatever the market conditions, and with a controlled level of risk. The firm’s investment strategy is based on three key principles that drive their investment decisions regarding allocation, sector and stock selection. Their three core investment principles are Conviction, Fundamentals and Convexity. | Corporate Officer/Principal | - |
Barrington Strategic Wealth Management Group LLC
 Barrington Strategic Wealth Management Group LLC Investment ManagersFinance Barrington Strategic Wealth Management Group employs a combination of top-down macroeconomic research and bottom-up fundamental research to select investments. The firm continually evaluates domestic and global economies and markets. Strategies include: All Cap Value, Growth & Value Blend, High Dividend, the Diversifier, Fixed Income and the Comprehensive Strategy. The All Cap Value strategy invests in stocks with market-caps of $200 million to over $50 billion. Barrington looks for companies whose shares trade at a significant discount to their estimate of intrinsic value. Companies should have strong cash flows and an identifiable catalyst to unlock value. The investment horizon is 3-5 years. The Growth & Value Blend strategy seeks to reduce portfolio volatility by incorporating varying market-caps and both growth and value investment styles. The High Dividend strategy invests in equity securities of companies that pay relatively high dividends as measured by yields. Stability and/or growth of dividends and dividend yield may also be considered. The strategy invests across a broad range of market-caps. It is designed for investors who can benefit from the lower federal income tax rates applicable to dividends and/or long term capital gains. Investments are diversified across sectors and industries. Barrington's Diversifier strategy provides exposure to many asset classes such as global equities (growth, value, eclectic, small, mid and large cap); global bonds (government and corporate, mid, high and lower quality, step-ups, TIPS and ordinary notes and bonds); precious and industrial metals; currencies; short and long/short funds and other strategies. Investments are made mainly through mutual funds and ETFs. Barrington manages both taxable and tax-exempt fixed income portfolios. Investments include Municipals, Treasuries, Corporates, Agencies, MBS, Global, High Yield and Floating Rate securities. They invest across the maturity spectrum with a bias towards an intermediate duration. Barrington's Comprehensive Mutual Fund strategy is a balanced strategy that invests in a diverse portfolio with exposure to US equities, fixed income, and other asset classes such as global equities, global bonds, precious & industrial metals, currency; and short and/or long/short funds. Investments are made primarily through mutual funds and ETFs. | Fondateur | - |
Formation de Diana Joseph
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
32
Relations au 1er degré
9
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 9 |
|---|---|
Harris Associates LP
Harris Associates LP Investment ManagersFinance Harris is a global asset manager that seeks to invest in businesses that are priced at substantial discounts to their estimate of intrinsic value. The firm adheres to a fundamental, bottom-up idea generation process. | Finance |
Mesirow Financial Investment Management, Inc.
Mesirow Financial Investment Management, Inc. Investment ManagersFinance MFIM employs a traditional value-oriented investment strategy that spans market-caps. The firm analyzes a vast universe of data in order to select investments that meet their standards of quality and fit within the client’s risk profile. Investments are typically made in mutual funds, equities, fixed income products, and alternative investments. MFIM uses both a top-down approach and a company-specific, catalyst-driven philosophy. | Finance |
Rothschild & Co. Asset Management US, Inc.
Rothschild & Co. Asset Management US, Inc. Investment ManagersFinance R&Co actively manages their portfolios with a goal of outperforming the indices, whatever the market conditions, and with a controlled level of risk. The firm’s investment strategy is based on three key principles that drive their investment decisions regarding allocation, sector and stock selection. Their three core investment principles are Conviction, Fundamentals and Convexity. | Finance |
Dearborn Partners LLC
 Dearborn Partners LLC Investment ManagersFinance Dearborn mainly uses fundamental research in formulating investment advice and managing assets, combined with asset allocation, portfolio diversification and other strategies. | Finance |
Telemus Capital LLC
Telemus Capital LLC Investment ManagersFinance Telemus uses various investment strategies in managing clients’ assets. Each client's investment strategy is based on the client's unique investment goals and risk tolerance. They use various methods of analysis and sources of information in formulating investment advice. The methods of analysis are primarily based on economic and company/fund fundamental analysis as well as economic cyclicality. | Finance |
Barrington Strategic Wealth Management Group LLC
Barrington Strategic Wealth Management Group LLC Investment ManagersFinance Barrington Strategic Wealth Management Group employs a combination of top-down macroeconomic research and bottom-up fundamental research to select investments. The firm continually evaluates domestic and global economies and markets. Strategies include: All Cap Value, Growth & Value Blend, High Dividend, the Diversifier, Fixed Income and the Comprehensive Strategy. The All Cap Value strategy invests in stocks with market-caps of $200 million to over $50 billion. Barrington looks for companies whose shares trade at a significant discount to their estimate of intrinsic value. Companies should have strong cash flows and an identifiable catalyst to unlock value. The investment horizon is 3-5 years. The Growth & Value Blend strategy seeks to reduce portfolio volatility by incorporating varying market-caps and both growth and value investment styles. The High Dividend strategy invests in equity securities of companies that pay relatively high dividends as measured by yields. Stability and/or growth of dividends and dividend yield may also be considered. The strategy invests across a broad range of market-caps. It is designed for investors who can benefit from the lower federal income tax rates applicable to dividends and/or long term capital gains. Investments are diversified across sectors and industries. Barrington's Diversifier strategy provides exposure to many asset classes such as global equities (growth, value, eclectic, small, mid and large cap); global bonds (government and corporate, mid, high and lower quality, step-ups, TIPS and ordinary notes and bonds); precious and industrial metals; currencies; short and long/short funds and other strategies. Investments are made mainly through mutual funds and ETFs. Barrington manages both taxable and tax-exempt fixed income portfolios. Investments include Municipals, Treasuries, Corporates, Agencies, MBS, Global, High Yield and Floating Rate securities. They invest across the maturity spectrum with a bias towards an intermediate duration. Barrington's Comprehensive Mutual Fund strategy is a balanced strategy that invests in a diverse portfolio with exposure to US equities, fixed income, and other asset classes such as global equities, global bonds, precious & industrial metals, currency; and short and/or long/short funds. Investments are made primarily through mutual funds and ETFs. | Finance |
Hinshaw & Culbertson LLP
Hinshaw & Culbertson LLP Miscellaneous Commercial ServicesCommercial Services Provides legal services | Commercial Services |
University of Miami
 University of Miami Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Jewish Federation of Metropolitan Chicago
Jewish Federation of Metropolitan Chicago Miscellaneous Commercial ServicesCommercial Services Operates as a non profit organization | Commercial Services |
