EP Wealth Advisors
Daiana K. is an experienced finance professional with a robust background in portfolio management. Currently serving as a Portfolio Manager at EP Wealth Advisors since September 2019, Daiana has previously held similar roles at City National Rochdale from December 2016 to August 2019 and at City National Bank from August 2011 to August 2016, where positions included Associate Portfolio Manager and Investment and Trust Analyst. Daiana began the career as a Fixed Income Portfolio Management Assistant at City National Bank from April 2008 to March 2009. Daiana earned a Bachelor of Science in Finance from California State University, Northridge.
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