CoverProfile

Steve Diamond

Senior Vice President

Wintrust Wealth Management

United States, Illinois, Chicago

About Me

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,

View more

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

WK
William Kraus
Financial Advisor, VP of Investments
SS
Stephen Sperling
Senior Vice President
CP
Cataldo Panici
Senior Vice President of Investments
TN
Timothy Notaro
Senior Vice President - Investments

You Might Like

TP
Thomas Parkhurst
Chief Compliance Officer
Altravue
BH
Bob Helmer
President Emeritus
Baldwin Wallace University
Profile Photo
Todd Walters
Co-Founder & Managing Member
Spearhead Capital Advisors, LLC. (Private)
DH
Dennis Hanson
Principal
Jamison Hanson