BLACK DIAMOND FINANCIAL - Key Persons
Brigitte serves as a financial analyst and works closely with the investment team on financial planning and investment research. Brigitte also helps manage client service activities.
Prior to joining Black Diamond Financial, Brigitte held public accounting and information technology positions.
Brigitte holds a Bachelor of Business Administration degree with a concentration in Finance from Loyola University and is an active alumna of Alpha Kappa Psi Professional Business Fraternity.
Brigitte Strobl Brigitte serves as a financial analyst and works closely with the investment team on financial planning
Job Titles:
- Lead Wealth Manager and Head of Our Bend
David serves as a trusted advisor to many of the firm's ultra high-net-worth clients. David specializes in optimizing investment performance with customized investment solutions specific to each client's goals. In addition, he leverages his extensive financial management experience to act as a personal CFO to his clients by coordinating investment management, wealth transfer, estate planning and risk management strategies.
Julien serves as a Wealth Manager in our Bend, Oregon office and works closely with clients to develop financial plans and optimize investment portfolios. Julien has experience with investment analysis, portfolio management, and real estate investing, which he utilizes to help clients achieve their financial goals.
Julien Blancon Julien serves as a Wealth Manager in our Bend, Oregon office and works closely with clients
Justin serves as a financial analyst and supports all aspects of the investment and financial planning process for the firm's clients. Justin has experience with portfolio management, financial modeling, and investment selection including real estate and private investments. He leverages this experience to help clients achieve their financial goals with low-cost, tax efficient investment plans.
Prior to joining Black Diamond Financial in 2018, Justin held internships with the American Enterprise Institute and Clearview Consulting where he focused on working with high-net-worth individuals and small-medium sized businesses.
Justin holds a Bachelor's degree from the University of Maryland with a major in economics and minor in real estate development.
Dyson brings over two decades of investing and financial advisory experience to his advisory role with Black Diamond Financial, LLC.
He previously served as President of Capitol Investment Corp V, a $345 million public investment vehicle which completed its $3 billion business combination with Doma in 2021, Capitol IV, a $402.5 million public investment vehicle which completed its $1.1 billion business combination with Nesco in 2019, and Capitol III, a $325 million public investment vehicle which completed its $2.4 billion business combination with Cision in 2017. He served as Chief Financial Officer of Capitol II, a $200 million public investment vehicle which completed an investment in Lindblad Expeditions in 2015.
Dyson held the role of Managing Director in Citigroup's Investment Banking division in New York where he led the coverage effort for many of the firm's Global Technology, Media and Telecommunications clients from 2005 to 2013. Prior to joining Citi, Dyson worked at Jefferies & Company, Inc., from 2000 to 2005, and before that worked in the Investment Banking Group at BB&T Corporation. Over the course of his investment banking career, he completed over $40 billion in equity and debt financings and executed over $35 billion in mergers and acquisitions transactions.
Dyson currently serves on the board of directors of Lindblad Expeditions Holdings, Inc. and CDS Logistics Management, Inc. In 2018, he co-founded Washington E-Sports Ventures, LLC and purchased an Overwatch League Team bringing the premier global esports league to the Baltimore / Washington, DC region. He also serves on Calvert School's Board of Trustees. Dyson has a Bachelor of Science in Business with a dual concentration in finance and management from the University of Richmond and holds a Series 65 securities license.
L. Dyson Dryden IV Dyson brings over two decades of investing and financial advisory experience to his advisory role with Black Diamond Financial, LLC. He previously served as President of Capitol Investment Corp V, a $345 million public investment vehicle which completed its $3 billion business combination with Doma in 2021, Capitol IV, a $402.5 […]
Job Titles:
- Client Service Specialist
Laura serves as a client service specialist and partners with team members to ensure client needs are met in a high quality and timely manner. Laura joined Black Diamond Financial, LLC after more than a decade of experience in human resources, compensation, recruitment and benefits administration. In addition, Laura also held an independent sales role where she was responsible for semi-annual quotas, sales reports and product marketing. Laura gained the majority of her work experience at several large companies including McCormick & Company, Integrated Health Services and Visa International.
Laura is a graduate of Loyola University with a Bachelor of Business Administration and a Masters of Business Administration, with a concentration in Human Resources and Marketing.
Matt founded Black Diamond Financial, LLC to revolutionize the financial advisory industry by providing clients a high level of fiduciary service at a low cost. Matt specializes in advising high-net-worth individuals and institutions with extensive expertise in asset allocation, tax efficient investment strategies and retirement planning.
In addition, Matt has experience advising investment committees for foundations, endowments, and pension plans, as well as working with companies to construct low cost, highly diversified 401(k) retirement solutions for their employees.
Before founding Black Diamond Financial, Matt was a senior investment professional in the Venture Capital Group of Harbert Management Corporation where he invested a $52 million fund in early stage technology and healthcare companies. Prior to joining Harbert, Matt spent five years with Jefferies & Company, Inc. in their Investment Banking Group. While at Jefferies, he helped orchestrate numerous merger and acquisition, restructuring, equity, and debt transactions. Prior to joining Jefferies, he worked in the Investment Banking Group of BB&T Corporation.
Matt holds a Bachelor of Business Administration with a double major in finance and economics from The College of William and Mary, where he graduated with High Honors. Matt is also a Chartered Financial Analyst, Certified Financial Planner, Accredited Investment Fiduciary, Certified Divorce Financial Analyst and member of the CFA Society of Baltimore.
Matthew P. Goette - CFA, CFP®, AIF®, CDFA® Matt founded Black Diamond Financial, LLC to revolutionize the financial advisory industry by providing clients a high level of fiduciary service at a low cost. Matt specializes in advising high-net-worth individuals and institutions with extensive expertise in asset allocation, tax efficient investment strategies and retirement planning. In […]
Paul is a Lead Wealth Manager and head of our Bend, Oregon office. Paul helps his clients navigate the financial events of their lives. He routinely advises clients and their professional advisors in the areas of financial management, investments, estate planning, business transitions, and business valuation.
From 1984 to 1999, Paul served at Grant Thornton, an international accounting firm, and later at Central Electric Cooperative as Chief Financial Officer. Since 1999, Paul has been advising business owners and wealthy individuals throughout the west coast as an independent financial advisor and business valuation specialist.
Paul frequently presents continuing education to CPAs and attorneys in the areas of financial planning and business valuation.
Paul holds a B.S. in Accounting and an MBA, both from Portland State University. He is a licensed Certified Public Accountant and has the credentials of Personal Financial Specialist, Certified Valuation Analyst, and Accredited in Business Valuation. He also holds the Series 65 securities license.
Paul Svendsen - CPA/PFS, ABV, CVA Paul is a Lead Wealth Manager and head of our Bend, Oregon office. Paul helps his clients navigate the financial events of their lives. He routinely advises clients and their professional advisors in the areas of financial management, investments, estate planning, business transitions, and business valuation. From 1984 to […]