Ranked 62nd among the 100 advisers, this is Diane’s first year on the list. According to Barron’s, the ranking is based on the volume of assets overseen by the advisors and their teams, revenues generated for the firms and the quality of the advisors’ practices.
Diane has been with Moneta Group for 19 years. She leads The Compardo Team that oversees approximately $810 million in assets, with a typical account of $15 million and typical net worth of $20 million.
In 2014, Diane was also named to the Financial Times’ list of the top 100 women advisers in the U.S. This was another instance where she was the only Missouri advisor to make the list.