Diane joined ACG in 1992, bringing significant investment accounting knowledge, client servicing, and technical experience to our performance and reporting process. Diane's primary responsibilities involve projects with a focus on developing and implementing processes and methodologies for data gathering, performance reporting, and portfolio evaluation. She has led initiatives such as system transitions, after-tax reporting, new performance monitoring templates, portfolio rebalancing, and new client implementation procedures. Prior to joining ACG, Diane's experience with Boatmen's Trust Company as a Portfolio Evaluation Officer for seven years included responsibility for all non-custodial accounting and performance reporting. Diane earned her Bachelor in Business Management degree from the University of Phoenix.