Diana is a Client Associate with the Bergman Wealth Management Group at Rockefeller Capital Management. As a Client Associate, Diana supports a team that provides comprehensive advice, services, and reporting to ultra-high net worth individuals and their families.
Diana joined the Bergman Wealth Management Group with over 30 years of diverse work experience. At the start of her career, Diana owned and managed a small trucking company for 10 years. Following, she worked in Europe for a brokerage firm specializing in the Privatization Process of State-owned companies, as an office administrator. She also gained experience working in the commercial forklift industry in a variety of roles before becoming a Senior Billing Specialist for a company focused on relocating military personnel both domestically and internationally.
Diana is a single mother of 3, and a recent grandmother of 2, who enjoys spending as much time as she can with family. She enjoys reading, baking and crocheting.
Diana is also pursuing her Series 7 and Series 66 licenses to add to her already extensive business background.