Clare P. Diamond, CFP®

Professional
Clare Diamond is a Senior Wealth Management Advisor at Kathmere Capital Management, where she advises successful individuals, multigenerational families, business owners, executives, and family foundations on the complexities of wealth management and long-term financial stewardship.

Working alongside Kathmere’s CEO Michael McDermott and Principal Geoffrey Forcino, Clare helps clients navigate sophisticated planning matters spanning investment strategy, estate and legacy planning, philanthropy, business succession, and intergenerational wealth transfer. She is known for building deeply personal, enduring relationships with the families she serves and for bringing a thoughtful, highly attentive approach to every aspect of their financial lives.

Clare believes exceptional wealth management begins with understanding the people behind the balance sheet, their values, priorities, family dynamics, and long-term vision. Her work is centered on delivering highly customized guidance designed to simplify complexity, create clarity, and help clients make confident decisions across generations.

She earned her B.A. in Business Administration from Saint Joseph’s University and holds the CERTIFIED FINANCIAL PLANNER® designation. Clare remains committed to ongoing professional development and continued education within the evolving wealth management landscape.

Personal
Clare lives in Bryn Mawr with her husband, Anthony, their two sons, Peter and Christopher, and their rescue dog, Shadow. Outside of work, she and her family are very active, and love spend as much time as possible at the beach, particularly in Westhampton Beach, NY and Strathmere, NJ.