Portfolio Management Associate
“Be kind, for everyone you meet is fighting a hard battle.” — Ian Maclare
Darlene serves as the investment strategy liaison for the firm, managing all trading platforms and securities executions while assisting with equity research and investment analysis. She has more than 10 years of industry experience including previous tenure with Morgan Stanley Wealth Management.
Darlene was drawn to a career in wealth management because she has a strong desire to serve others, make people happy and delight our clients. Her other title within the firm is “Director of Happiness.” She is passionate about easing the anxiety of her clients by simplifying their financial lives. Hearing her clients’ stories is one of Darlene’s favorite things about working at Mosaic.
Darlene is a graduate of the University of Missouri St. Louis with a Bachelor of Science in Marketing and holds a Series 66 license. She lives in New Melle with her husband Ryan, an organic farmer, and daughter. They enjoy gardening, hiking and raising their toddler together.