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At Citi Investment Management, we build diversified portfolios using a bottom-up, fundamental approach to stock selection to identify investments that we believe will deliver the best long-term returns for our clients.
Diane is a Senior Portfolio Manager at Citi Investment Management responsible for managing equity and balanced accounts for high net worth clients. Diane is the lead portfolio manager on the CIM Global Healthcare portfolio and a co-portfolio manager on the CIM Global Multi-Thematic portfolio.
Diane has over 32 years of experience in the financial services industry. Before joining Citi, Diane was Lead Portfolio Manager for the Teton Advisors Midcap Equity Mutual Fund and Manager of Teton’s Midcap Equities team. Prior to this role, she spent 11 years performing similar duties at GE Asset Management as Lead Portfolio Manager for the GE Mid-Cap Core portfolio and team leader for the mid-cap group. Earlier in her career, Diane served as Portfolio Manager and Research Analyst for large- and mid-cap equities at various firms including Benefit Capital Management, (a wholly-owned subsidiary of Union Carbide Corporation), Princeton Bank and Trust (a wholly-owned subsidiary of Chemical Bank) and Marine Midland Bank.
Diane earned an MBA in Finance from New York University and a BA in Economics, Phi Beta Kappa, from Drew University. She is a member of the New York Society of Security Analysts and a holder of the Chartered Financial Analyst designation.