Diane Allard is a Vice President and Portfolio Manager at Beacon Trust. She is responsible for managing investment portfolios for trust, high net worth and institutional clients. She has worked in the financial industry for over 20 years. Prior to joining Beacon Trust, Ms. Allard was vice president and portfolio manager at TD Wealth for 10 years, where she managed investment portfolios for institutional and high net worth clients. She also managed a money market mutual fund complex at a predecessor organization of TD Wealth. Earlier in her career, she was head trader in the investment management division at Summit Bank, where she managed the trading desk and executed trades for clients’ p
Diane Allard
Vice President, Portfolio Manager
Beacon Trust
United States, New Jersey, Morristown
About Me
Profile Information
Vice President, Portfolio Manager
Beacon Trust
Investment Team,Operations Team
Investor
Multi-Family Office
Morristown
New Jersey
United States
Aug 24, 2025
More profiles to browse
Christopher Perrine
Senior Vice President, Portfolio Implementation Manager and Head Trader
ET
Ed Tokar
Senior Managing Director
Mike Holt
Managing Director, Wealth Strategist
Adam Hermon
Financial and Investment Strategy Leader
You Might Like
BH
Bob Helmer
President Emeritus
Baldwin Wallace University
KA
Kimberly A. Griego-Kiel
Founding Partner Emerita
Horizons Sustainable Financial Services
RM
Robert Miller
Chief Compliance Officer
Oakmont Corporation
BD
Bruce Davidson
Chief Compliance Officer & Operations Specialist
Claremont Financial Group Inc