Please join InvestmentNews as we strive to raise awareness, educate and inspire the financial advice industry to embrace diversity.
On September 24, 2019, InvestmentNews will host the industry’s event celebrating diversity and inclusion. We’ll be honoring the InvestmentNews Excellence in Diversity & Inclusion Award for their impressive careers and programs that support increased diversity and inclusion in the financial advice business.
The event will kick-off with an invite-only workshop for the winners, industry leaders and sponsors of this session. After, workshop guests will join all the attendees in toasting our honorees, followed by the luncheon and award ceremony.
More information and tickets for the event, which will be held at the Edison Ballroom in New York City, are available here.
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