Herb Diamant is the President and Senior Portfolio Manager of Diamant Asset Management. Herb has more than 40 years' experience investing client money in both the stock market and the bond markets. At a very young age, Herb began going to the office with his father, where he learned the investment business and about the wisdom of employing a conservative buy and hold strategy for the long-term over the thrill of short-term trading tactics. As part of the successful Diamant father/son investment team of Diamant Investment Corporation, Herb spent decades refining his investment strategies by working hand-in-hand with one of the great stock gurus of his generation, David Diamant.Show/Hide More ›
Over the last 40 years, Herb's philosophy has remained the same. He takes a hands-on approach to managing each client's personalized investment portfolio and is dedicated to building lifelong client relationships based on honesty and integrity. His attentive style allows him to carefully listen and ask important questions to gain an understanding about each client's financial situation.
Herb's roots are in managing investment portfolios, but he offers much more. As a trusted advisor, Herb works with individuals and families expertly guiding and managing their investment portfolios to work effectively to meet their total wealth management needs. In addition, Herb taps a network of local professionals before recommending appropriate solutions considering a number of factors including potential tax benefits, investment expenses, trust benefits and more.
Herb earned his BSBA from Georgetown University in 1978, with dual majors in Finance and Marketing, and a Minor in Economics. He has a deep knowledge of the securities business and brokerage operations and was a General Securities Principal, a Financial and Operations Principal, a Securities Trader Principal for NYSE and NASDAQ stocks, and a Municipal Securities Principal. He also has Series 63 and 65 licenses to operate as a Registered Investment Advisor.
Herb and his wife, Laurie, have been married for 37 years and have three grown children. Away from the office, he is active in the community and volunteers his time to a wide range of organizations. Herb enjoys woodworking and designs furniture and cabinetry. An avid outdoorsman, he loves sailing, kayaking and swimming.
Lyn joined Diamant Asset Management in 2016. In her role of Assistant Portfolio Manager, Lyn serves as a key point of contact for any account related questions. Lyn works with the investment team creating and implementing individual investment strategies designed to help build and protect clients' wealth, and continues to monitor the portfolios to make sure progress is in line with each client's goals and objectives.Show/Hide More ›
She brings a superior commitment to client service and provides clients with clear explanations of how their money is invested and why. Lyn believes that this financial knowledge puts clients in the best position to make smart, informed investment decisions.
Inspired by her father – a lifelong portfolio manager – she was exposed to the financial world at a young age and has always been fascinated by the world of investment management. Since the start of her career, Lyn gained experience as a financial advisor working with several investment firms in the field of individual portfolio management. She has held securities registrations, including the Series 7 and 66.
Lyn earned her Bachelor of Arts degree at Fordham University in 1999. After years of competitive swimming, Lyn now enjoys cycling and running to support charities focused on helping people battle cancer. On weekends, she enjoys hiking with her Vizsla, Archibald. Lyn is married and resides in Roxbury, Connecticut.
Kevin is a Portfolio Manager and works directly with Herb and Lyn managing client portfolios. Prior to joining Diamant Asset Management in 1999, Kevin was Executive Assistant and Employee Benefits Manager at Wilfred American Educational Corp. Kevin began his career at Amax Inc. as an Accounting Policy Analyst.Show/Hide More ›
Working with client portfolios, Kevin focuses on each client's unique set of financial needs and develops tailored investment solutions to help them achieve their goals. He employs his deep analytical skills and broad business background to thoroughly research the best options for clients' portfolios. He believes that diversification amongst equities and other investments is crucial for long-term investment success without taking undue risk. His personal approach and deep commitment to financial education, has resulted in managing many investment accounts for close to twenty years.
Kevin's educational background includes attending Georgetown University. He graduated Magna Cum Laude in 1977 with a BSBA in Finance. He earned his MBA with an Accounting Major at Columbia University in 1979.
Described as a true music aficionado, Kevin's music interests and knowledge span many genres. He also loves sports, reading, and is a talented photographer. A long-time bachelor, Kevin is engaged to marry his fiancé, Patricia, next year. Kevin grew up in Westchester County in a large family with five siblings. He currently resides in New Rochelle, New York.
As a founding board member of Diamant Investment Corp, Martha has worked for the firm for 43 years. She is the wife of the late founder, David Diamant. In her role as Corporate Secretary, she brings a superior level of organization to the Firm so the rest of the staff can focus on what they do best: Managing portfolios for each client's success.Show/Hide More ›
A child of the WWII era, Martha ensures that nothing is wasted and keeps meticulous expense records to ensure the firm operates as efficiently as possible.
A lifelong sailor, Martha has navigated the waters of Long Island Sound for over eight decades. She captains her own cruising sailboat, Alouette. Martha also enjoys gardening and volunteering at local senior citizens programs. She stays forever young keeping up with the activities of her five grandchildren. Martha has lived in Weston, Connecticut for 50 years.