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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