Clare P. Diamond, CFP®

Professional

Clare is a Senior Wealth Management Advisor at Kathmere Capital Management, where she works closely with two of the firm’s Principals, Michael McDermott and Geoffrey Forcino. She brings over a decade of experience in the investment management industry, serving a diverse client base that includes individuals and families, charitable organizations, corporations, and retirement plans.

In her role, Clare places a strong emphasis on comprehensive financial planning. She believes that a successful long-term financial strategy requires a deep understanding of each client’s complete financial and personal landscape. Clare is known for taking the time to gain a full picture of each client’s goals, values, and circumstances in order to craft tailored, thoughtful solutions.

Clare earned her B.A. in Business Administration from Saint Joseph’s University. She holds the CERTIFIED FINANCIAL PLANNER® designation and is dedicated to ongoing professional development through continued industry education.

Personal

Clare lives in Bryn Mawr with her husband, Anthony, their two sons Peter and Christopher, and their rescue dog, Shadow.  She and her family are very active, and love to spend as much time at the beach as possible (Strathmere, NJ & Westhampton, NY).