Guillermo Diaz | Partner
gdiaz@cddwealth.com
T: 352.327.9825 F: 888.392.7701
Practice Areas
- Tactical Investment Management
- Executive Compensation (Stock Options, Restricted Stock, etc.)
Education
The University of Florida, 1998 (B.S., Mechanical Engineering)
The University of Florida, 2004 (M.B.A., Securities Analysis)
Practice
Guillermo Diaz has extensive experience on a wide array of investment management issues. He is a student of the Graham – Dodd valuation school, and employs the same fundamental analysis techniques as Warren Buffett. Mr. Diaz centers his practice on tactical investment strategy and complex executive compensation issues. He has provided counsel to clients in an impressive array of industries, frequently advising engineers and small business owners.
Prior Experience
Prior to founding the firm, Mr. Diaz served with UBS Wealth Management and Edward Jones. Previous to earning his MBA, Mr. Diaz spent 5 years working as a mechanical engineer.
Professional Activities
Mr. Diaz is a Rotarian and alumnus of Leadership Gainesville. He also routinely mentors students while teaching them the fundamentals of finance and economics.