Primary Location
Chicago - Headquarters
222 South Riverside Plaza
28th Floor
Chicago, Illinois 60606
312.431.6585 Direct
800.621.4477 Toll-free
312.846.9372 Fax
Map ► Directions ►
As a Financial Advisor, Steven Diamond offers his clients a comprehensive and effective style of portfolio management utilizing a combination of fundamental and technical analysis. Steve maintains a conservative investment strategy specializing in stocks, bonds, and mutual funds.
Steve believes in an educative and collaborative approach to developing and managing individually tailored investment strategies based on an evaluation of risk tolerance, income and tax considerations, current investment allocations, and long-term goals. He feels that making objective recommendations is the key to earning and preserving his clients’ trust. By providing exceptional service and personal attention, he has the privilege of maintaining countless lifelong client relationships, many spanning several family generations. Steve also works closely with attorneys and accountants to incorporate comprehensive estate and trust planning services.
Steve began his career with the firm in 1997 after completing his PhD and post doctoral fellowship at Yale University in Connecticut. He is an investment advisor representative, licensed insurance specialist, and holds FINRA Series 7, 63, and 66 Licenses.
The Steven Diamond Team is led by Steven Diamond with support from McGee Jacobson.
Our Wintrust Wealth Management team draws strength from financial experts with diverse professional credentials. Search our directory to get in touch with someone you can trust for the guidance you need.
