Cfp® Diane Allard

Diane Allard is a Vice President and Portfolio Manager at Beacon Trust, where Diane helps clients achieve their financial goals through investment strategies. Prior to joining Beacon Trust, Diane worked as a Project Manager at Procom and as a Vice President and Portfolio Manager at TD Wealth Management. Diane has experience in managing investment portfolios for high net worth and institutional clients, as well as launching and managing money market funds. Diane has also worked as a Head Trader at Summit Bank and as a Municipal Bond Trading Assistant at United Jersey Bank. Diane holds a B.A. from Rutgers University.