Diamond Consultants, a leading financial advisor recruiting and consulting firm, announced that Louis Diamond and Jason Diamond will assume the title of Managing Partner, aligning their titles with the collaborative leadership structure that has evolved as the firm has grown.
SHORT HILLS, N.J., Oct. 22, 2026 /PRNewswire-PRWeb/ --Â Diamond Consultants, a leading , announced that and will assume the title of Managing Partner, aligning their titles with the collaborative leadership structure that has evolved as the firm has grown.
, who founded Diamond Consultants in 1998, will continue to serve as Chairman of the Board and remain an important voice in the firm's vision and strategic direction.
Both will remain actively engaged in the firm's work with financial advisors and teams. Louis will continue to lead Diamond's division and play a central role in firm strategy, while Jason will continue to oversee marketing and lead generation as well as the firm's division.
"Louis and Jason have helped expand both the breadth of our business and the ways we serve advisors and firms," said Mindy Diamond. "They bring complementary strengths and a shared commitment to the values on which Diamond was built. Formalizing their leadership as Managing Partners recognizes their contributions and positions the firm for its future."
The Managing Partner titles also reflect Diamond's broader evolution from a recruiting firm into a multifaceted consulting business serving financial advisors, teams and firms across an increasingly complex wealth management landscape.
"Our business has always been built around partnership—both with our clients and within our own team," said Louis Diamond. "Jason and I bring different perspectives to the business, but we share the same commitment to our people, our clients, and what we're continuing to build at Diamond."
Jason Diamond added, "This is much more a reflection of how Diamond operates today than a change in how we work. We've been leading the business collaboratively for some time, while each maintaining areas of focus that play to our respective strengths. Most importantly, we'll both continue doing what has always been central to our roles: working directly with advisors and helping them make better decisions about their businesses."
The announcement formalizes shared leadership while preserving the independence, culture, and advisor-first approach that have defined since its founding.
About Diamond Consultants
Diamond Consultants is a that counsels advisors and firms on strategic growth, transitions, and M&A decisions. With decades of experience and a commitment to objective, advisor-first guidance, Diamond helps clients navigate complex decisions with clarity and confidence. Visit us on our and connect with us on .
Media Contact
Caryl Felicetta, Diamond Consultants, 1 908-879-1002, [email protected],
SOURCE Diamond Consultants
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