Diana B. Grimsley, CMT
Managing Director, Investment Operations, Reporting & Business Intelligence
Diana Grimsley is Managing Director, Investment Operations, Reporting & Business Intelligence in Operations, overseeing trading and execution as well as the client reporting process. Using real-time dashboards, unified platforms and innovative reporting tools, Diana provides timely execution and data-driven clarity on portfolio performance, metrics and asset allocation. Through True Fiduciary® standards of transparency, clients gain an aggregated view of their portfolio across all asset classes. Diana is a Chartered Market Technician (CMT) and serves on the Investment Committee.
Previously, Diana spent five years at Merrill Lynch assisting operationally and working with 300+ clients to meet their portfolio reporting and trading needs.
In the community, Diana is active with several professional and charitable organizations in the Washington D.C. region and participates in PagnatoKarp Gives Back volunteer efforts.
Diana earned her B.S. in Finance from George Mason University. She lives in Fairfax, Virginia with her husband, John, and children.