As a Financial Advisor, Steven Diamond offers his clients a comprehensive and effective style of portfolio management utilizing a combination of fundamental and technical analysis. Steve maintains a conservative investment strategy specializing in stocks, bonds, and mutual funds. Steve believes in an educative and collaborative approach to developing and managing individually tailored investment strategies based on an evaluation of risk tolerance, income and tax considerations, current investment allocations, and long-term goals. He feels that making objective recommendations is the key to earning and preserving his clients’ trust. By providing exceptional service and personal attention,


Steve Diamond
Senior Vice President
Wintrust Wealth Management
United States, Illinois, Chicago
About Me
Profile Information
Senior Vice President
Wintrust Wealth Management
Investment Team,Operations Team
Investor
RIA/Wealth Manager/Asset Manager
Chicago
Illinois
United States
Oct 4, 2024
Work Experience
Wintrust Wealth Management
Senior Vice President Feb 1997 - Present
Email: sdiamond@wintrustwealth.com
More profiles to browse
Tom Zidar
Chairman & CEO
JK
John Krueger
First Vice President & Portfolio Manager
Justin Klestinski
Founder
Neil Moscicki
Senior Vice President, Financial Advisor
You Might Like
BD
Bruce Davidson
Chief Compliance Officer & Operations Specialist
Claremont Financial Group Inc
KB
Karin Berry
Senior Director of Sales & Marketing
Brookdale
NC
Najib Canaan
Chief Executive Officer
Kingswood Group
RD
Russ Degitz
Principal
Huntington University