Clare P. Diamond, CFP®

Clare P. Diamond

Clare P. Diamond, CFP®

Clare P. Diamond

Wealth Management Advisor

cdiamond@kathmere.com

Professional

Clare is a Wealth Management Advisor at Kathmere Capital Management working alongside two of the firm’s Principals, Michael McDermott and Geoffrey Forcino.  Clare has nearly 10 years of experience in the investment management industry, working with a diverse set of clients including individuals and families, charitable organizations, corporations and pension and profit-sharing plans.

 

In her role Clare focuses heavily on financial planning.  She understands that for a client’s financial plan to be successful over the long-term, a multitude of financial and non-financial factors must be considered, and fully understood by the advisor. Clare takes special care to fully comprehend each client’s total picture.

 

Clare graduated with a B.A. in Business Administration from Saint Joseph’s University.  She is committed to advancing her personal and professional knowledge through industry education, and currently holds the Certified Financial Planner (CFP®) Designation.

 

Personal

Clare currently lives in Philadelphia with her husband, Anthony, their son, Peter, (born October 2021), and their rescue dog, Shadow.  Her family is very active, often found running, hiking at Wissahickon Valley Park, and spending as much time at the beach as possible (Strathmere, NJ and Westhampton, NY).  They are also Philadelphia enthusiasts and often find themselves exploring new (and old!) areas of the city – they absolutely love to share restaurant and activity tips with visiting family and friends!



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