Brett Diamond is a Managing Director and Partner at Steward Partners Global Advisory. For more than 20 years, Brett has been providing customized advice and investment solutions to financially successful individuals, multi-generational families, and small business owners. His comprehensive approach to financial management includes a thorough planning process, personalized financial strategies and a commitment to providing outstanding service. Understanding that family dynamics are often complicated and require customized planning, he works diligently to combine effective listening and thorough research to provide clients with a boutique style of financial planning, helping them achieve their priorities at every turn.
A significant part of Brett’s practice is helping clients link their personal finances with their philanthropic passions what he calls, “advising to make a difference.” He believes this is important as he comes from a family who taught him early on that a successful life involves giving away a good share of your wealth. For the past decade, Brett has been devoted to philanthropic efforts that closely align with his Jewish heritage. He works closely with the Jewish Federation of Greater Dallas. Additionally, he is founding board member of Jewish Education Texas.
Brett attributes a large share of his success to his best friend and wife, Roxy, who is his sounding board in business, life and philanthropy. Away from the office, Brett enjoys riding his bike, traveling and spending time with Roxy and their four children Ava, David, Leah, and Ella.