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As the senior portfolio manager and managing director, he has invested client portfolios at Diamant for over thirty years. As part of the successful Diamant father and son investment team, Herb spent decades perfecting investing strategies by working hand in hand with our late founder, one of the great stock gurus of his generation. He also has great instincts in the credit markets of corporate bonds and tax exempt municipal bonds, where he holds the qualification of Municipal Securities Principal. Creating and rebuilding investment portfolios comes naturally to him, where portfolio allocations literally jump off the page. As an industry veteran, Herb holds additional designations of General Securities Principal and Financial and Operations Principal. He used to hold a seat on the Boston Stock Exchange, and is designated as an Equity Trader for NASDAQ stocks. Herbert graduated from Georgetown University in 1978 with degrees in finance and marketing. He is active in the community and is married and living with his wife and their three children. |
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Kevin has a broad business background in marketing, accounting, and administration. He graduated from Columbia University in 1979 with an MBA degree in Accounting, and from Georgetown University in 1977 with a degree in Finance. Kevin has spent over twenty years successfully managing personal and family investment portfolios, in addition to his business experience. Using financial statement and fundamental analysis, he has a knack for identifying quality growth companies with excellent long term growth potential. |
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David keeps our proprietary computer systems running smoothly. His natural instincts in the field of information technology would make it easy for him to assist even Bill Gates. With the combination of computer savvy and accounting precision, he is our resident expert on the complex Depository Trust Clearing Corporation settlement system. His efficiency is remarkable and dedication to our customers is unparalleled. Whether a customer needs emergency cash or an immediate stock transaction, David can be depended on to not only to properly take care of the pressing need, but make it seem effortless. |
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Steve keeps the front office humming. He brings a trading background to our business. We can count on Steve to be inquisitive, whether about stock selections or the best way to handle a project. He acts like he was born running a computer, as he makes them perform tasks no one else thought possible. Being technologically savvy and inquisitive makes for a good foundation in handling client portfolios. With these skills we often throw the ball into his court to keep portfolios running smoothly. As with all the great stock gurus, in his spare time Steve can be found looking at the stock screens for the next great opportunity. |
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As the wife of founder David Diamant, Martha keeps an experienced eye on the business. As Corporate Secretary, she keeps the regulatory filings timely and consistent. In a family run business there is nothing like having a matriarch keeping track of our vendors. Nothing gets past Martha. She makes sure the expenses are accurately paid so the rest of the staff can remain focused on our customers. Being born as a "depression baby" prior to WWII, under her watch nothing is wasted. And yes... we really are keeping track of the extra paper clips. |
Greenwich, Connecticut 06830 
