Diversity Champion Finalist

TD Ameritrade Institutional

Custodian Year founded:1975 Employees:10,000*

Each year, TD Ameritrade Institutional brings students to a national conference to learn and interact with professional advisers.

“We hope to break down barriers and stereotypes between generations,” said Kate Healy, managing director of the custodian's Generation Next initiative.

Ms. Healy has a broad definition of Generation Next that includes millennials, veterans, career changers or women who return to work after raising families. The firm covers travel costs for the students, ensuring expense is no barrier to participation.

Another key contribution is the company's role as the sole and founding sponsor in 2014 of the CFP Board’s Center for Financial Planning, when the firm provided 25% of the initial funds needed. The center is designed to increase gender and racial diversity. Over the past five years, the firm has continued its pioneering sponsorship, helping to encourage others to step up to the plate.

The company's own $5 million RIA scholarship and grant program has been directed to historically black colleges such as Prairie View A&M and Delaware State University.

Contact Kate Healy, managing director of Generation Next, at Kate.Healy@tdameritrade.com to learn more about the firm's diversity and inclusion initiatives.

*Employee number is for all of TD Ameritrade, of which TD Ameritrade Institutional is a part.

— Vanessa Drucker

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