THE PEOPLE

DIANA MASSEY

PORTFOLIO ADMINISTRATOR

Joined Cannell & Spears in 2009.

Diana works as a Portfolio Administrator and Paul Pfeiffer’s assistant. She has a pivotal role as a part of the operations and settlement team. Some of her daily tasks include client communications, client reporting, reconciliations, and account maintenance for a dedicated group of accounts. Diana works closely with Paul Pfeifer to deliver superior client service. She has years of experience and skills and is often called on for special projects, growth ideas, and troubleshooting solutions.

Diana began her career in 1986 as a portfolio assistant at Hudson Capital Advisors and grew to be a lead administrator before the company’s closing in 1996. Directly after, she joined John Levin and Company and was a senior portfolio administrator until late 2006. In early 2008, she joined MB Investment Partners as a member of the operations and settlements team and as assistant to Paul Pfeiffer.

Diana spends her free time refurbishing furniture and designing African-inspired clothing and home décor. Diana earned her AAS in Data Processing/Computer Programming from the Borough of Manhattan Community College in 1986.