Daiana is a Portfolio Manager at EP Wealth Advisors and has over 9 years of professional experience in the investment industry. Previous to EP Wealth, Daiana served as a Portfolio Manager at City National Rochdale, where she was responsible for the management of tax-free fixed income portfolios and bond selection strategies. She has also served as an Investment and Trust Analyst for City National Bank’s Tax and Financial Planning Group, where she provided in-depth investment portfolio analysis for Wealth Management’s top-tier clients and prospects. Daiana earned a Bachelor of Science in Finance and Business Administration from California State University, Northridge. She holds the Chartered Financial Analyst designation and is an active member of the CFA Society of Los Angeles. In her free time, she enjoys bike riding and going to the beach with her family.
California State University, Northridge, B.S. Finance and Business Administration