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Beacon Trust
Diane  Allard, CFP®

Diane Allard, CFP®

Vice President
Portfolio Manager

Diane Allard is a Vice President and Portfolio Manager at Beacon Trust. She is responsible for managing investment portfolios for trust, high net worth and institutional clients. She has worked in the financial industry for over 20 years. Prior to joining Beacon Trust, Ms. Allard was vice president and portfolio manager at TD Wealth for 10 years, where she managed investment portfolios for institutional and high net worth clients. She also managed a money market mutual fund complex at a predecessor organization of TD Wealth. Earlier in her career, she was head trader in the investment management division at Summit Bank, where she managed the trading desk and executed trades for clients’ portfolios and the bank’s proprietary mutual fund complex. Ms. Allard received a bachelor’s degree from Rutgers University and holds the CERTIFIED FINANCIAL PLANNER™ designation.