The second annual InvestmentNews Excellence in Diversity & Inclusion Awards recognizes remarkable people and firms that represent the best of the financial advice industry when it comes to supporting diversity and raising awareness of the importance of inclusion.
After scrutinizing hundreds of nominations and working with our esteemed Diversity & Inclusion Advisory Board of industry experts, InvestmentNews staff selected 31 honorees. The profiles of the 14 individuals and 17 firms presented on the following pages illuminate the passion and hard work that cultivate a truly inclusive work environment. The stories showcase replicable efforts others can undertake to emulate their successes, with contact information for firms willing to share more details about their policies and programs.
The aim of this months-long project each year is to motivate positive change in an industry that is ripe for the infusion of new talent.
You can also consider supporting diversity and inclusion in the financial advice business by attending InvestmentNews' Excellence in Diversity & Inclusion Awards event in New York City, on Sept. 24, where firm winners will be announced. Register here
— Liz Skinner, special projects editor
Chairman, Ariel Investments
First Vice President, Diverse Client Segments, Wells Fargo Advisors
Wealth Adviser, Pioneer Wealth Management Group
Wealth Adviser, Trilogy Financial
See it, Be it Role Models
Senior Vice President, Morgan Stanley
Investment Management Consultant, Hake Investment Group
Financial Planning Program Director, Prairie View A&M University
Founder and CIO, Aligne Wealth
Former Head of Diversity Markets, AXA
Senior Vice President, Calamos Wealth Management
Co-founder and CEO, InvestmentPOD
Private Wealth Adviser, Merrill Private Wealth Management
Senior Vice President and Financial Adviser, Morgan Stanley
Managing Director, Business Consulting and Education, Schwab Advisor Services