A straightforward and transparent approach grounded in an extensive knowledge of the industry and focused on helping advisors achieve their goals.
Wendy joined Diamond Consultants in 2008 after a successful 15-year career in finance working with major banks including Morgan Guaranty Trust Company, National Westminster Bank and Royal Bank of Canada.
As a Senior Consultant at Diamond Consultants, Wendy works with high achieving advisors that run complex and successful businesses. Highly analytical and a strong communicator, Wendy starts by truly understanding an advisor’s business including the successes, challenges, and goals for the future. Then, leveraging her knowledge of the wealth management landscape, she works to help advisors strategically identify and evaluate the options that are right for them.
Wendy regularly counsels top advisors and teams transitioning between wirehouses and regional firms and guides breakaway advisors making the move to independence. And when independent advisors and business owners are ready to explore changing broker dealers, moving to the RIA space, or planning for succession and M&A, they count on her industry knowledge and experience to expertly guide them.
Wendy earned her MBA in Marketing and International business from NYU’s Stern School of Business. She is also a cum laude graduate of Colgate University, majoring in Economics and International Relations.
Wendy is a regular contributor to Diamond’s blog for financial advisors and has been published in WealthManagement.com and Fox Business.
Outside of the office, Wendy enjoys spending time with her family as well as traveling, reading and cooking.
