See it, Be it Role Model

Leslie Tabor

Managing Director, Business Consulting and Education Schwab Advisor Services San Francisco

The concept of “See it, be it” played a huge role in Leslie Tabor’s childhood as she observed her mother, who immigrated to the U.S. from the Philippines in her 30s, work in international operations managing diverse direct reports.

Diversity has continued to play a part in Ms. Tabor’s career through her current role as managing director of business consulting and education for Schwab Advisor Services, overseeing diversity and inclusion programs for the benefit of the company’s custodial clients. She has also been involved with a women's employee resource group since joining Schwab 20 years ago.

Ms. Tabor’s other diversity and inclusion activities include:

• An RIA summer intern program, which this year hosted more women than men for the first time ever.

• Development of a diversity-focused playbook for advisers that’s focused on supporting greater gender, racial, and generational diversity in the RIA industry.

• A student program at the annual Schwab IMPACT conference for advisers that brings together diverse students from over a dozen colleges and universities to learn about the industry and network with advisers.

What has the impact of these initiatives been?

“Our clients recognize the value [diversity and inclusion work] brings to the firm, the industry and their end clients,” Ms. Tabor said. “We know that the population is evolving and the future investor is likely to be diverse. I’ve seen the demographic shift.”

— Deborah Nason

Lifetime Achievement

Rising Stars

See it, Be it Role Models

Outstanding Practices

Diversity Champions


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