Jason Diamond

When it comes to due diligence, many advisors find themselves overwhelmed by details and emotions. Yet it’s in this very space where Jason shines.

Jason’s natural ability to strategize and “connect the dots” are powerful skills that help advisors move beyond the minutiae and towards gaining clarity on what matters most.

It’s a skill set he honed during his time at both Merrill Lynch and Morgan Stanley before joining Diamond Consultants, which has enabled him to gain the trust of the industry’s most sophisticated advisors.

As an Analyst at Merrill Lynch, Jason worked in the Capital Markets Group, originating and syndicating structured investments while educating the sales team about their products. More recently, at Morgan Stanley, Jason served as Vice President on the Structured Investments and Solutions Desk within the Investment Solutions Group, where he led the Pacific Coast sales team to become the top distributor of notes on the Street. He also worked with offshore and ultra-high net worth clients on their complex financial needs, specifically in the area of equity derivatives.

In addition to serving as a consultant to advisors, Jason’s role as President of Diamond Consultants includes oversight of marketing efforts and content collaboration. He is also the architect and author of the firm’s award-winning annual Financial Advisor Transition Report and a frequent contributor to the media (including a monthly column for WealthManagement), as well as co-host of the industry-leading Diamond Podcast for Financial Advisors.

Born and raised in New Jersey, Jason currently resides in New York with his wife, Danielle, and son, Blake, where he enjoys dining out, country music, crossword puzzles, and rooting for the Yankees and Giants (that is, when he’s not out playing a round of golf).

Jason graduated from Emory University in Atlanta, Georgia with a Bachelor of Business degree in finance.