What makes Diamond Consultants different?
We have an intense focus on you.
Our success is fueled by a unique “advisor-first” approach, focusing exclusively and objectively on the needs and goals of advisors who want to gain access to superior opportunities to serve their clients and grow their businesses faster. We view our clients’ businesses from all angles to gain an understanding of important issues and frustrations. We ask provocative questions and listen carefully with an expert ear, and will never waste anyone’s valuable time. Whether your goal is monetizing a practice, achieving greater independence and control, creating a succession plan, acquiring or selling a business – or all of the above – our well-established track record and client testimonials speak for themselves. Learn more about: Our Process…
We have unrivaled connectivity.
We work across the entire landscape with traditional brokerage firms, independent brokerages, RIAs and custodians, banks, and Multi-Family Offices. With unmatched industry knowledge, connectivity and reputation, we’re known as the “go-to” firm for the country’s top advisor talent. Learn more about: Our Services…
We have an amazing team.
Our team is comprised of highly skilled financial advisor recruiters and consultants, long-tenured specialists who deeply understand the intricate needs of financial advisors and firms. This depth of industry knowledge and talent is unmatched in this field and has earned us a pristine reputation and extraordinary loyalty. Learn more about: The Team…
We have our clients’ satisfaction.
We’re grateful for the kind words our clients share with us and others in the wealth management industry. Their endorsement is one of the greatest rewards we can receive. Learn more about: Client Testimonials…
We have industry-recognition as thought leaders.
Our expertise is often sought by leading national media outlets such as The Wall Street Journal, The New York Times, Forbes, CNBC and Bloomberg, in addition to industry publications including WealthManagement.com, On Wall Street, Investment News, RIABiz, FUNDfire, Financial Planning, and Financial Advisor Magazine. Since 2004, Mindy Diamond has written a monthly column for WealthManagement.com serving as a pulse on the industry’s latest recruiting and career trends. Our insights can also be found on our blog and podcast, as well as on social media. Learn more about: News/Media…
Mindy Diamond
President and CEO
Consultant. Recruiter. Thought leader. Coach. Trainer. Champion for personal growth and a life of congruence.
Howard Diamond
Chief Operating Officer and General Counsel
A legal and business background combined with over a decade of experience in the wealth advisory space.
Louis Diamond
Executive Vice President, Senior Consultant
Someone who “looks at every angle from a strategic perspective.”
Barbara Herman
Senior Vice President
Known for her sound advice, unique perspectives and ability to identify creative solutions.
Deborah Aronson
Manager, Senior Consultant
Transparent communication skills and a personal commitment to understanding the needs and goals of advisors.
Wendy Leung
Senior Consultant
A unique combination of industry experience, education and knowledge of the wealth management space.
Cathy Nichols
Senior Consultant
Honest and authentic with extensive industry knowledge and a unique ability to listen and respond as a fiduciary.
Debbie Wallen
Senior Consultant
Experienced recruiter, counselor, relationship-builder and guide to the landscape with an advisor’s best interest at heart.
Lauren Ruocco
Senior Consultant
Nearly a decade on Wall Street primed Lauren’s ability to organize chaos in a New York minute.
Shelley Muzio
Director of Office Operations
“If you want to know something about the industry or the organization, ask Shelley.”
Laura McGreevy
Marketing and Communications Manager
The happy voice and smile at the front of the house.
Caryl Felicetta
Director of Marketing
The “left and right brain marketer” behind the messaging and the medium.