Diamant Asset Management, Inc.

Herbert Diamant is a financial advisor at Diamant Asset Management, Inc. with 48 years of industry experience. He has been involved with Diamant Investment Corporation since 1978 and has worked at Diamant Asset Management since its inception in 1998. He holds Series 63 and Series 65 licenses. Diamant Asset Management provides discretionary investment advisory and portfolio management services to individuals, high-net-worth families, trusts, estates, and retirement plans. The firm employs a long-term, buy-and-hold investment approach focused on fundamental analysis and integrates tax considerations and client communication into its portfolio management.

Jeffrey Speight Jr. is an advisor at Diamant Asset Management, Inc. He holds Series 63 and Series 65 licenses and has 18 years of industry experience, including a long tenure at Sasco Capital prior to joining Diamant. Diamant Asset Management provides discretionary investment advisory and portfolio management services to individuals, high-net-worth families, trusts, estates, and retirement plans. The firm employs a long-term, buy-and-hold investment approach focused on fundamental analysis and constructs portfolios to balance capital preservation and income needs.

Sheila Morgan is a financial advisor at Diamant Asset Management, Inc. with seven years of industry experience. She holds a Series 66 designation and has worked at Charles Schwab Bank and Charles Schwab since 2017, as well as Liberty Bank Investment Services and Raymond James Financial Services from 2015 to 2017. Diamant Asset Management provides discretionary investment advisory and portfolio management services to individuals, high-net-worth families, trusts, estates, and retirement plans. The firm employs a long-term, buy-and-hold investment philosophy focused on fundamental analysis and integrates tax considerations and client communication into its portfolio management.