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Diane Radossich
Portfolio Manager at Beacon Investment Advisory Services, Inc.
About
Diane Radossich serves as Assistant Vice President and Fixed Income Trader at Beacon Trust, where her responsibilities include supporting the investment group and servicing fixed income investment needs for Beacon Trust clients. Based in Morristown, New Jersey, she plays a key role in implementing and executing fixed income strategies within client portfolios, collaborating closely with portfolio management teams.
She specializes in the management and trading of fixed income securities, focusing on assets such as corporate bonds, municipal bonds, government securities, and other debt instruments. Her expertise is leveraged to optimize income generation, risk management, and liquidity for private wealth and institutional portfolios.
Diane holds a bachelor's degree from Ursinus College and has passed the Series 63 and Series 65 examinations, qualifying her to provide investment advice and portfolio oversight. Her notable contributions include elevating fixed income execution for Beacon Trust and maintaining a reputation for diligent client servicing in the investment management sector.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Beacon Trust | Portfolio Manager | Unknown to Present | — |
Others at Beacon Investment Advisory Services, Inc. (8)
| Name | Role | Location |
|---|---|---|
 | Portfolio Manager | Morristown, NJ , United States |
 | Vice President, Portfolio Manager | 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 |
 | Portfolio Manager, Registered Investment Advisor | NY , United States |
 | Investment Analyst | New York, NY , United States |
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