Dianne Manges is a Senior Investment advisor with the Foundations and Endowments Specialty Practice. Her role is to advise on the development and implementation of investment strategies to help nonprofit clients meet their short and long-term goals. In accomplishing that role, she follows a disciplined team-centered process of assessing an organization’s financial situation, determines risk tolerance, and forms and executes an appropriate investment strategy along with regular portfolio rebalancing to obtain measurable results for her clients.
Dianne has held senior positions in her 30-plus year career including senior portfolio manager and director of fixed income, and has sat on intra-firm investment committees. She’s also authored regular economic and market commentaries for clients and teammates.
Dianne holds the Chartered Financial Analyst ® (CFA) designation and earned a bachelor’s degree in Economics from Immaculata University where she graduated summa cum laude and was awarded the top medal in the Economics program.
Bachelor of Arts, Economics
Dianne serves on the Business Advisory Board of Immaculata University, on the board of Gemma Services Foundation, and as a mentor with “Inve$t in Her Future.” She’s an active member and a past Board of Governor of the CFA Society of Philadelphia where she currently chairs the Newsletter Committee. She’s a past president and current Board of Governor of The Bond Club of Philadelphia. In addition, Dianne is a member of the Irish American Business Chamber & Network in Philadelphia, Global Interdependence Center, the Philadelphia Council for Business Economics, Investment Traders of Philadelphia, 100 Women in Finance, and Women in Investing Network-Philadelphia.
Not-for-profit endowment or foundation management
Tailored investment services and comprehensive administrative solutions for not-for-profit endowments and foundations
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