Profile
Ms. Dias provides Private Client Services to client families in Wisconsin and throughout the U.S.
She coordinates the efforts of the Financial Planning and Investment Management teams to benefit this and future generations.
She uses her years of experience to help clients identify their goals and objectives and develops the recommendations to achieve them.
She oversees the implementation of her recommendations and consults regularly with clients.
She is a member of the Investment and Financial Planning Committees.
Prior to joining Wealth Management, she held the position of Vice President/Manager of Private Banking for Associated Bank in Green Bay, where she created the Private Banking Division to function as a "wealth management center" for the bank's high net worth clients.
She has seventeen years of experience in the investment, trust and investment management industry.
She began her career with Marquette Bank in Minneapolis, relocating to Bank One-Appleton, then on to M&I Trust before her move to Associated Bank in Green Bay.
Ms. Dias received her Bachelor of Arts in Economics from the University of Minnesota.
She is a Certified Trust Financial Advisor (CTFA) and is currently in the process of earning her Certified Financial Planner (CFP) designation.
Former positions of Jane E. Dias
| Companies | Position | End |
|---|---|---|
Wealth Management LLC
Wealth Management LLC Investment ManagersFinance Wealth Management uses asset allocation/sector rotation methodologies to manage separate portfolios. The firm manages proprietary investment funds that focus on absolute returns with volatility lower than conventional stock and bond portfolios. | Investment Committee Member | 2006-07-31 |
Associated Investment Management LLC
Associated Investment Management LLC Investment ManagersFinance Associated Investment Management (AIM) employs bottom-up analysis to identify the stocks of industry-leading companies with solid cash flows, technological innovations and consistent annual earnings growth. Portfolios are benchmarked against the S&P 500 index. The firm will consider selling a stock when it meets a target price. AIM combines in-house analysis with research from Wall Street firms. | Corporate Officer/Principal | 2001-01-30 |
Training of Jane E. Dias
Experiences
Positions held
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Inactive
Listed companies
Private companies
Connections
1st degree connections
1st degree companies
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Female
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Linked companies
| Private companies | 3 |
|---|---|
Associated Investment Management LLC
Associated Investment Management LLC Investment ManagersFinance Associated Investment Management (AIM) employs bottom-up analysis to identify the stocks of industry-leading companies with solid cash flows, technological innovations and consistent annual earnings growth. Portfolios are benchmarked against the S&P 500 index. The firm will consider selling a stock when it meets a target price. AIM combines in-house analysis with research from Wall Street firms. | Finance |
Wealth Management LLC
Wealth Management LLC Investment ManagersFinance Wealth Management uses asset allocation/sector rotation methodologies to manage separate portfolios. The firm manages proprietary investment funds that focus on absolute returns with volatility lower than conventional stock and bond portfolios. | Finance |
University of Minnesota
University of Minnesota Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
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