Yvonne founded Dier Associates in 2001 to provide customized marketing and sales solutions to asset management firms. She has completed RFPs across most asset classes, which has helped her clients win $ billions in new assets. She provides clients with additional support by creating and maintaining content for presentation books, fact sheets, market reviews, and an effective presence in consultant databases. She maintains relationships with allocators, investment consultants, and OCIOs to help clients raise capital.

Yvonne received a certificate in Image Consulting from the Fashion Institute of Technology to help her clients prepare their “looks” for finals presentations and speaking engagements. She received a certificate in Foundations in Responsible Investment from the Principles for Responsible Investment (PRI). Also, she completed the CAIA Association’s Fundamentals of Alternative Investments Certificate Program.

She graduated with a B.A., magna cum laude, from Connecticut College and studied music at the Paris Lodron Universitat Salzburg. She holds FINRA Series 7 and 63 licenses.