Diana assists Chas and the team to deliver on the firm’s strategic vision and client experience. She has over 20 years of experience in the financial services industry supporting senior executives.
Diana and the Independence Advisors Team joined Modera in January 2021. Diana joined Independence Advisors in July of 2019. Prior to joining IA, she held positions at Bear Stearns, Smith Barney, BlackRock and CLS Group.
In her free time, Diana enjoys coaching youth softball, traveling and restoring furniture. She lives in Sparta with her husband Thomas and 3 children.