15
Years of Industry Experience
13
Years with Neuberger Berman
Diana Chan, CFP®, Vice President, joined the firm in 2010. Diana is a Client Relationship Specialist with the Fraenkel Group within the firm’s Private Wealth Management Division. Diana is a CERTIFIED FINANCIAL PLANNER™ practitioner and works with clients on creating personalized Wealth Analyses to meet their long-term financial goals. Diana earned a BA from Stony Brook University in Business Management and Economics and holds a FINRA Series 7 & 66 licenses.