Carina S. Diamond

As Chief Growth Officer, Carina is responsible for providing leadership and mentoring to the other client advisors at Dakota Wealth, as well as directing marketing efforts for the firm. She also advises her own clients on investment and financial planning matters.

Before joining Dakota Wealth Management, Carina Diamond was founder and CEO of Springside Partners LLC. Her specialty is retirement planning and investment management – helping clients at every stage of life design a financial plan, customize or refresh a portfolio, or address a specific issue or life event.

Before joining Dakota, Carina founded the program flourish^TM: women & wealth – an initiative that has brought over 1,000 diverse women together to discuss how to plan for their financial future. This dedication to guiding women financially led Carina to establish an endowed scholarship at the University of Akron to inspire female students to pursue careers in financial planning. She also serves as a Trustee for the University of Akron Foundation as well as the Akron Children’s Hospital Foundation. As a volunteer, Carina serves as a CFP® Board Ambassador and is a member of Summa Health Foundation’s Circle of Women’s Health Philanthropists.

Carina is a passionate advocate of financial literacy and frequently serves as a source for major national news media. Her influence within the industry led to her selection as one of twenty 2018 “Women to Watch” nationally by InvestmentNews¹. She has also been recognized as one of the top 200 women financial advisors nationally and best-in-state wealth advisors by Forbes² and was named one of Crain’s 2017 Influential Women in Finance³.

After completing both her BA and MBA from the State University of New York at Albany, Carina achieved designation as both a Certified Financial Planner^TM and an Accredited Investment Fiduciary®. In her spare time, Carina enjoys cooking, exercise, and time with friends.

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¹ 350 candidates were considered for the award and 20 were selected. InvestmentNews determines nominees’ eligibility for the Women to Watch list based on leadership in the financial advisory industry, mentoring, and giving back to her community. Candidates did not pay a fee to be nominated but any marketing in connection with the selection is paid for at their expense. The award was independently granted by InvestmentNews. Candidates were not required to be a member of any organization to be eligible for nomination.

²In 2019 Shook Research received 32,000 nominations for 9,654 women. They selected 14,190 women to complete an online survey and conducted 11,864 telephone interviews and 2,356 in-person interviews. Candidates met basic industry requirements and were judged on quantitative and qualitative factors. Shook is independent and objective and does not receive compensation from the advisors, firms, the media or any other source in exchange for placement on a ranking. Those selected were not required to be a member of any organization to be eligible for nomination. For further information concerning the methodology used see “The 2020 Forbes Ranking of Americas Top Women Wealth Advisors” at www.forbes.com

³Candidates were nominated by third parties and the fifteen women selected were from a field of women in finance. Candidates were judged by Crains’ for their part in contributing to the strategic growth of their company and for contributions to their community. Candidates did not pay a fee to be nominated but any marketing in connection with the selection is paid for at their expense. Candidates were not required to be a member of any organization to be eligible for nomination.