Jeff Diamond

Jeff Diamond is currently the Head of Advisor Relations at Polen Capital. Prior to this, they spent 9 years at DWS Group as the Managing Director, Head of Professional Buyer Coverage. In this role, they were the primary contact for key sub-advised and managed account relationships. Jeff also defined sales and marketing strategies and helped manage the implementation with the sales team. In addition, they provided product training for 3rd party sales desks and external wholesalers.

Before DWS Group, Jeff Diamond spent 10 years at UBS Global Asset Management as the Sales Director. In this role, they were responsible for the distribution of traditional and alternative investment platforms, including domestic and offshore mutual funds and single and multi manager hedge funds. Their clients included private investors, UBS Wealth Management, 3rd party wholesale intermediaries, and family offices.

Jeff Diamond attended Syracuse University, where they earned a Bachelor's degree in Finance.

Some direct reports include Jordan Gluskin - Relationship Manager, Advisor Relations, Leonardo Gonzalez - Relationship Manager, Advisor Relations, and Katie Shepardson - Relationship Manager, Advisor Relations. They work with Annie Pitney - Investment Operations Director, Jill Forgea - Senior Executive Assistant, and Taneka Lawrence - Senior Relationship Manager, National Accounts. Jeff Diamond reports to Stan C. Moss, CEO.