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
Maria Di Zio
Portfolio Manager / Vice President
Valerie Murray
President
Christopher Shagawat
Senior Vice President, Portfolio Manager
You Might Like
ML
Mary Limburg
Trader & Client Service Specialist
Pennsylvania Capital Management
BD
Bruce Davidson
Chief Compliance Officer & Operations Specialist
Claremont Financial Group Inc
RA
Richard A. Davies
Partner, COO & CCO
O‘Brien Wealth Partners LLC
RM
Robert Miller
Chief Compliance Officer
Oakmont Corporation