Our Team
Diana J. Joseph
Chief Investment Officer & Managing Director
djoseph@bswmg.com
312.870.1902
Ms. Joseph developed and oversees all aspects of the investment process and strategy for the firm. This includes the manager-of-managers program, All Cap Value and Growth and Value Blend equity strategies, balanced versions of both and The Diversifier. Diana’s previous experience includes her positions as Managing Director/Shareholder, Dearborn Partners; Senior Managing Director/Senior Portfolio Manager, Mesirow Financial Investment Management; Portfolio Manager, Harris Associates LP; and Senior Vice President, Rothschild Investment Management. In these roles Diana has been analyzing companies and economies, successfully creating and implementing diverse asset allocations and portfolios which have stood the test of time for over twenty years. In addition she has continued to author an insightful quarterly analytical market letter. Previously, Diana practiced law with Hinshaw and Culbertson while establishing an independent track record.
Ms. Joseph appears on a regular basis in national and local media including Barron’s, Crain’s, Fox Business, Bloomberg TV and local media. She has been a frequent speaker in many venues, which have included MAR Hedge, Investment Management Institute, Illinois Valley Estate Planning Conference, the Chicago Business Leaders Breakfast, the PrivateBank and Trust Company’s Wealth Management Forums, and the Philanthropy Forum hosted by the Jewish Women’s Foundation of Chicago.
Ms. Joseph participates in many civic organizations including: Delegate to the Investment Committee (10 years), the Investment Policy Subcommittee (7 of the past 10 years), Chair, Core/Traditional Asset Subgroup (current), Jewish Federation of Metropolitan Chicago; Member, Circle of Friends, YWCA of Metropolitan Chicago; Member, Women's Bar Association of Illinois; Trustee, Jewish Women's Foundation, Chicago; Steering Committee, Jewish Women's Foundation, Chicago. Ms. Joseph also actively supports many pet welfare organizations including Young at Heart and Defenders of Wildlife.
Ms. Joseph resides in Barrington Hills with her family.
University of Miami, BBA (Finance and Management), Magna cum laude
University of Miami, JD, Cum Laude
Back to Our Wealth Management Team