Joseph Ramonas is an experienced financial professional currently serving as an Associate Consultant at Diamond Consultants since January 2024. Previously, Joseph held the position of Vice President of Business Development at Fountainhead Asset Management from February 2021 to January 2024, focusing on providing outsourced Chief Investment Office services. Prior to that, Joseph worked at TD Ameritrade, where roles included Advisor Transition Consultant, facilitating the transition of financial advisors to the independent RIA space, as well as serving as Securities Principal for correspondence review to ensure compliance with regulatory standards. Joseph began the career as a Relationship Manager. Joseph holds a Bachelor's degree in Psychology from Eastern Connecticut State University.
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Diamond Consultants - Financial Advisor Recruiters and Consultants
At Diamond Consultants, our mission is to help advisors live their best business life. We want every elite advisor to find exactly the right place for their business and their clients to thrive, whether it’s at a Wirehouse, a Regional, Boutique or Independent firm. As the industry’s leading recruiters and consultants, we’ve transitioned more than a quarter of a trillion dollars in assets under management in the past decade. And each year, 25% of transitioning advisors who manage a billion-dollars or more are our clients. But we’re far more than just recruiters. We’re future-proofers, business coaches, and career sherpas who meet advisors where they are, years before they’re ready to move. We educate advisors on the latest trends, help them evaluate economic models, understand their enterprise value, and through a 7-step consulting process, create a personal roadmap of options they might never have considered otherwise. If they choose to move ahead, we tap into our unmatched network of connections built over 30 years in the industry, spanning Wirehouses, Banks, Regionals, Boutiques, Independents, RIAs, and Multi-Family Offices. And unlike most recruiters, our business is built on relationships, not transactions. Making a move is a big deal and we would never sell you into a move. We’re not dependent on any financial institution, so we help compare your own firm with other options and offer unbiased guidance that puts advisors’ interests first, with no cost or obligation to you. Even when that means staying where you are. Curious about where, why, and how advisors like you are moving? Download the latest Advisor Transition Report to learn more, including intel on recruiting deals and our insight and analysis on the latest trends in the wealth management industry (link below). Or if you'd like to talk, give us a call at 908-987-1002.