The InvestmentNews Excellence in Diversity & Inclusion Awards seek to raise awareness, educate and inspire the financial advice profession to embrace diversity.
InvestmentNews collected hundreds of nominations for the awards and selected 14 individuals and 12 firms as recipients. Their stories highlight the accomplishments of diverse individuals and illustrate the initiatives and policies of industry firms that promote inclusivity and value diversity.
With help from our esteemed Diversity & Inclusion Advisory Board of industry experts, InvestmentNews crafted an awards program to motivate others in the financial advice industry to replicate some of these fascinating programs and to inspire new ideas aimed at fostering diversity.
Please help us succeed by nurturing programs that embrace diversity and inclusion at your firm! Then tell us about your efforts next year and maybe you or your firm will be profiled on these pages in 2019.
— Liz Skinner, special projects editor
Founder, Association of African American Financial Advisors
Portfolio Administrator, B|O|S
President, Mehta Financial Group
VP, Goldman Sachs & Co.
See it, Be it Role Models
President, Christopher Street Financial
Founder and CEO, Ariel Investments
Founder & CEO, Financial Fountains
President, Apex Financial Services
CEO, Wealth Management LAB
Founder & owner, Das Financial Health
CEO, 280 CapMarkets
Managing Director, Delaware Valley Complex, Raymond James & Associates
VP, Regional Brokerage Manager, Wells Fargo Advisors