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,

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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

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