Diane L. Sobin, CFA®

Portfolio Manager, Managing Director

Diane Sobin is a Portfolio Manager on Dividend Value strategy for Cary Street Partners in the Summit, NJ office. Prior to joining the firm, she was at Columbia Threadneedle Investments, a division of Ameriprise Financial in both New York and London.

Diane received her Bachelor of Business Administration in Finance from Pace University. In addition, she earned the Chartered Financial Analyst® designation. She is a member of Astia Angels, an organization that provides seed capital to firms with female founders. Outside of work, she enjoys travel, music, and cooking.

Experience:

  • Columbia Threadneedle Investments, Senior Portfolio Manager, Executive Director, Head of U.S. Equities
  • Zurich Scudder, Senior Vice President
  • JP Morgan (formerly Chase Manhattan), Managing Director
  • Oppenheimer Funds, Vice President

Education/Certifications:

  • Pace University, BBA, Finance
  • Chartered Financial Analyst® designation
  • CFA Society of New York Member
  • Recognized as one of the Top 100 Women in Finance in Europe in 2014 by European Financial News
  • Sustainable Accounting Standards Board (SASB) Alliance Member