Diane Cauchois is a Senior Associate on the Investments team based in the San Rafael office. She is a portfolio manager and handles trading.

As a member of the Investment Operations team, Diane’s passion for numbers and sharp attention to detail is an incredible asset as she reviews and monitors client accounts. A transplant from Paris, France, she previously worked as a Junior Consultant in fund raising & development capital at Chausson Finance. Diane has been with the firm since 2016.

Aside from her mathematical skills, Diane’s nurturing nature has made her the resident green thumb at Wealthspire. Her love of gardening extends to her office, which overflows with healthy, green plants all year round. When she’s not tending to her garden, she’s out enjoying her hometown of Petaluma.

Previous Experience

  • Portfolio Manager at Private Ocean Wealth Management

Education & Credentials

  • MS, EMLV – École de Management Léonard de Vinci – Paris, France, Corporate Finance & Risk Management
  • BS, EMLV – École de Management Léonard de Vinci – Paris, France, Finance & Management Audit