Diana Chan, CFP^®

Diana Chan, CFP^®, joined the firm in 2010. Diana is a Portfolio Associate and Financial Planner for the Fraenkel Group within the firm’s Private Wealth Management Division. Diana started her career with Neuberger Berman as an analyst with the Pricing and Products team. Diana is a CERTIFIED FINANCIAL PLANNER™ practitioner and works with clients on creating a personalized Wealth Analysis to meet their long-term financial goals. Diana earned a BA from Stony Brook University in Business Management and Economics.