Biography
Diane M. Beahan, CIMA
Senior Investment Consultant
Current Responsibilities
Diane is a Senior Investment Consultant with VTL Associates.
She is responsible for all facets of the firm’s investment
consulting practice. Her responsibilities include the evaluation
of investment managers and mutual funds, and conducting manager
due diligence regarding the consistent application of style-specific
portfolio management. Additional responsibilities include
analysis and monitoring of investment manager performance,
preparation and presentation of performance measurement reports,
developing asset allocation models, conducting investment
manager searches, and preparing investment policy statements.
Professional Experience
Diane has been an investment professional since 1997, providing
investment services to Taft-Hartley plans, corporations, hospitals,
public funds, foundations and endowments.
From 2000 to 2004, Diane worked directly with Vince Lowry
and his consulting group at Smith Barney as an investment
management analyst. Prior to joining Smith Barney, Diane was
an analyst with Milliman, USA. From its inception, in November,
2004, Diane joined Vince Lowry and VTL Associates.
Education
Diane graduated cum laude from Cabrini College in Radnor,
PA, where she earned a BS in Mathematics.
Professional Designations and Memberships
Diane holds the designation of Certified Investment Management
Analyst and is a member of The Investment Management Consultants
Association.
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