Diana Murphy Belger - Performance Analyst

Diana's primary role is the management, coordination, and reporting of Investment Performance for the clients on a quarterly basis. Accepting a position with the firm in 1998, Diana worked as a Planning Associate with Mary Margolis. Her work with estate and financial planning recommendations lead her to the role of investment portfolio reporting. In addition to performance, you can call upon Diana for tax reporting information, web access to accounts and reports, and other account information you may need.