Diana B. Grimsley, CMT
Director, Asset Management and Reporting
Diana Grimsley is the Director of Asset Management and Reporting at PagnatoKarp, overseeing trading and execution as well as the client reporting process. Using real-time dashboards, unified platforms and innovative reporting tools, Diana provides timely execution and data-driven clarity on portfolio performance, metrics and asset allocation. Through True Fiduciary® standards of transparency, clients gain an aggregated view of their portfolio across all asset classes. Diana is a Chartered Market Technician (CMT) and serves on the PagnatoKarp Investment Committee.
Prior to joining PagnatoKarp, Diana spent five years at Merrill Lynch assisting operationally and working with 300+ clients to meet their portfolio reporting and trading needs.
In the community, Diana is active with several professional and charitable organizations, including her assistance with the USO private events programs in the Washington D.C. region.
Diana earned her B.S. in Finance from George Mason University. She lives in Fairfax, Virginia with her husband, John, and children.