You're signed outSign in or to get full access.
Diane Allard
Vice President, Portfolio Manager at Beacon Investment Advisory Services, Inc.
About
Diane Allard is Vice President and Portfolio Manager at Beacon Trust, where she is responsible for managing investment portfolios for trust, high net worth, and institutional clients. Based in Morristown, NJ, she brings over two decades of experience in the financial industry and holds the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation.
Her expertise encompasses investment management and financial planning, with a specific focus on portfolio management for affluent individuals, families, and institutions. In previous roles, she also oversaw trading desks and managed a money market mutual fund complex, contributing substantial experience in fixed income and cash management strategies.
Prior to joining Beacon Trust, Diane served as Vice President and Portfolio Manager at TD Wealth, managing institutional and high net worth client portfolios, and was head trader in the investment management division at Summit Bank. She holds a Bachelor of Arts from Rutgers University and is known for her comprehensive approach to tailored investment solutions for diverse client needs.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Beacon Trust | Vice President, Portfolio Manager | Sep 2012 to Present | — |
| Procom | Project Manager (Contractor in Wealth Management for Bank) | Mar 2012 to Sep 2012 | — |
| TD Wealth Management( formerly Commerce Asset Management) | Vice President and Portfolio Manager | Jan 2001 to Jan 2011 | — |
| Commerce Asset Management | Vice President, Fund Manager, Commerce Capital Money Market Funds | Jan 2002 to Jan 2009 | — |
| Commerce Asset Management | Vice President, Trader | Jan 2001 to Jan 2003 | — |
| Summit Bank | Head Trader, Investment Management Department | Jan 1996 to Jan 2001 | — |
Education
Rutgers University
B.A.
Skills & Expertise
Others at Beacon Investment Advisory Services, Inc. (8)
| Name | Role | Location |
|---|---|---|
 | Portfolio Manager | Morristown, NJ , United States |
 | Senior Portfolio Manager | Jersey City, NJ , United States |
 | Portfolio Manager and Vice President | New Providence, NJ , United States |
 | Portfolio Manager | United States |
 | Senior Vice President, Portfolio Manager | Clifton, NJ , United States |
D Diane Radossich | Portfolio Manager | Washington Township, NJ , United States |
 | Portfolio Manager, Registered Investment Advisor | NY , United States |
 | Investment Analyst | New York, NY , United States |
Similar Fund Managers
| Name | Role | Fund | Location |
|---|---|---|---|
 | Vice President, Investments | Simon Quick Advisors, LLC | Morristown, NJ , United States |
 | Analyst | Simon Quick Advisors, LLC | Morristown, NJ , United States |
C Claire Comerford | Senior Vice President - Advisor Solutions | Advisors Capital Management, LLC | New York, NY , United States |
 | Managing Director & Partner; Director of Investment Research & Corporate Development | Advisors Capital Management, LLC | Ridgewood, NJ , United States |
