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firm Awards

These Diversity & Inclusion Awards focus on highlighting initiatives from companies that aim to boost the advice industry’s diversity and create a more inclusive environment for all.

Outstanding Practices have built businesses that foster diversity internally and recognize the importance of embracing a diverse clientele. Diversity Champions are companies that support advisory firms and have formal initiatives aimed at promoting diversity and inclusion.

Diversity Champion

OppenheimerFunds Inc.

Asset manager Employees:2000+ AUM:$246 billion

At OppenheimerFunds, the senior leadership team champions efforts to increase the diversity and inclusivity of its culture. For instance, it spearheaded business resource groups to represent any demographics underrepresented at the firm. These groups arrange network events, such as a February 2018 FourBlock event that helped prepare veterans, disabled attendees and persons of color for job interviews and introduced them to firm members.

James White, Head of Diversity and Inclusion, a dedicated function, joined in 2015 with OppenheimerFunds. In 2017, he partnered with the firm’s distribution team, to develop a national campaign focused on women, the LGBTQ+ community, and people of color.

"In our hyper-competitive industry, diverse thinking is critical to innovation, and comes from a diverse and inclusive workforce. We can lead or fall behind. We chose to lead," said Art Steinmetz, chairman and CEO.

Over recent years, the firm has partnered with organizations like Inroads (underserved youth), the YWCA USA (underserved youth), the Jackie Robinson Foundation (black professionals), FourBlock (military), Girls Who Invest (women), Women in ETFs (women), the Blind Institute of Technology (disabled) and Out for Business (LGBT).

Contact Ricardo Perez, Manager, Diversity & Inclusion at OppenheimerFunds, at rperez@ofiglobal.com to learn more about its diversity and inclusion initiatives.

— Vanessa Drucker

Lifetime Achievement

Rising Stars

See it, Be it Role Models

Outstanding Practices

Diversity Champions

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