We Work Together
We pool our knowledge, experience, and skills so we can offer you multi-disciplined perspectives and unparalleled service.
Profile

Diane Gabianelli, MBA
I love to ski with my kids, especially the terrain parks. I end up with a lot of bumps and bruises, but it’s worth it!
Collaborating with the team. It is a smart, motivated, caring, and fun group of folks!
Baking breads for my friends and neighbors and delivering them on Christmas Eve. I fondly remember doing that with my mom growing up.
Being chased by a herd of elephants in Malawi. I survived.
“Life happens for you not to you.”
About Diane
- Objective: Diane's goal is to support the growth of a well-regarded and innovative wealth management firm that values integrity, transparency, and its fiduciary responsibility to its clients.
- Specialized Responsibilities: Chief Financial Officer and Marketing Committee Chair
- Snapshot: Diane brings extensive experience in managing business operations, developing and executing marketing plans, and governing financial performance.
Experience
- Management Consultant, San Francisco Bay Area; executed strategic finance, marketing, and business development projects for small company CEOs
- Chief Operating Officer, Terravera, Inc., San Francisco, CA
- Financial Advisor, Resolution Trust Corporation, Los Angeles, CA
- Financial Associate, AEW Capital Management, Boston, MA
- Financial Analyst, Chemical Bank, New York, NY
Education
- University of California, Berkeley, MBA, Marketing
- Dartmouth College, BA, Economics
Affiliations & Boards
- Former President, Board of Trustees, Mark Day School, San Rafael, CA
