Steven Mark Diamond

Senior Vice President at Wintrust Investments LLC

Steven Mark Diamond

Steven Mark Diamond

Senior Vice President at Wintrust Investments LLC

Biography

Dr. Steven M. Diamond is a Senior Vice President at Wintrust Investments LLC. As a Financial Advisor, he offers his clients a comprehensive and effective style of portfolio management utilizing a combination of fundamental and technical analysis. He maintains a conservative investment strategy specializing in stocks, bonds, and mutual funds. Dr. Diamond 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. He also works closely with attorneys and accountants to incorporate comprehensive estate and trust planning services.Dr. Diamond received his PhD in Psychology from Yale University. In addition, he completed an internship 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.

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Chairman & Chief Executive Officer at Wintrust Investments LLC

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Former Chief Operations Officer at Wintrust Investments LLC

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Municipal Principal at Wintrust Investments LLC

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Senior Vice President at Wintrust Investments LLC

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Senior Vice President at Wintrust Investments LLC

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Senior Vice President at Wintrust Investments LLC

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Senior Vice President at Wintrust Investments LLC

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Chief Financial Officer at Wintrust Investments LLC

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Chief Compliance Officer at Wintrust Investments LLC

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Director of Sales at Wintrust Investments LLC

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Steven Mark Diamond
Senior Vice President at Wintrust Investments LLC
Education
Doctorate Degree

Yale University is an American private Ivy League research university located in New Haven, Connecticut. Founded in 1701 in the Colony of Connecticut, the university is the third-oldest institution of higher education in the United States.

Career History
Senior Vice President
1997 - Current

Wayne Hummer Investments' portfolio management approach involves a process of strategic asset allocation among three asset classes: fixed-income, equities and alternative investments. The firm's methods of analysis are based on both fundamental and quantitative research, as well as other independent research. Wayne Hummer generally uses money market funds, or insured bank deposits to invest client cash reserves and/or to provide liquidity. They may also occasionally purchase specialized closed-end or open-end funds for client accounts.Wayne Hummer's investment strategies include: Income, Growth & Income, and Growth. These three strategies are offered along a risk spectrum that includes Conservative, Moderate and Aggressive. The firm also offers a Trading & Speculation approach in which investors seek out maximum return through a broad range of investment strategies, which generally involve a high level of risk, including potential for significant loss of investment capital.

Other Affiliations

Steven Mark Diamond is affiliated with Wintrust Investments LLC

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