Dianne brings more than 30 years of experience managing institutional and nonprofit clients’ investment portfolios, specializing in analyzing macroeconomic and asset allocation trends. Dianne frequently speaks on economic conditions and topics affecting institutional and nonprofit organizations.

She serves as lead consultant to investment committees and boards, advising on strategic asset allocation, manager selection, portfolio construction, and policy development across a range of investment solutions. Dianne’s experience supports our institutional clients as they pursue their short- and long-term objectives. She also supports our nonprofit clients in advancing their mission and charitable objectives through customized investment and philanthropic strategies, sometimes within the role of Outsourced Chief Investment Officer (OCIO). 

Dianne serves on the Board of Trustees for Immaculata University and Ben Franklin Technology Partners NEPA, as Board Chair for Gemma Services Foundation, and past Board of Governor for the CFA Society of Philadelphia. She also serves on the planning and finance committees for several philanthropic organizations. Dianne graduated summa cum laude from Immaculata University where she received the Maurice Zichy Medal for Economics, and she is a holder of the right to use the Chartered Financial Analyst^® designation. She, her husband Ted, and their two teenage children live in the Plymouth Meeting area.