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Diane Allard

Vice President, Portfolio Manager

Beacon Trust

United States, New Jersey, Morristown

About Me

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

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Profile Information

Vice President, Portfolio Manager

Beacon Trust

Investment Team, Operations Team

Investor

Multi-Family Office

Morristown

New Jersey

United States

Feb 14, 2025

Work Experience

Beacon Trust

Vice President, Portfolio Manager
Oct 2012 - Present
Email: dallard@beacontrust.com

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