Seth J. Diener

My Roles: Client Meetings • Practice Growth • Model Design

Seth is a founding member of Oak & Stone Capital Advisors and oversees all strategy management and design.

With 20 years of investment knowledge and experience, Seth focuses on developing sales systems and economic strategies that help you to build your client base, and then maintain it with excellence service. Through daily research and innovative thinking, he provides our members with top notch investment approaches, and sales support when meeting with clients regarding our custom strategies.