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
John Corcoran
Vice President & Portfolio Manager, Registered Investment Advisor
ET
Ed Tokar
Senior Managing Director
JF
Jessica Feyrer
Portfolio Manager Assistant & Business Development - Analyst
Mike Holt
Managing Director, Wealth Strategist
You Might Like
PM
Prtima MISHRA1
Software Engineer
PA TEST
ML
Mary Limburg
Trader & Client Service Specialist
Pennsylvania Capital Management
BW
Bill Wood
Managing Member, Principal
Nova R Wealth
DZ
Donna Zanetti
Manager of Client Services
Pennsylvania Capital Management