Outstanding Practice Finalist
Tobias Financial Advisors
Registered investment adviser Year founded:1980 Employees:12
“Many companies appear to promote D&I for marketing, but truly living it sets us apart. Actions speak louder than words,” said Marianela Collado, CEO at Tobias Financial Advisors.
She explains that her firm’s goal is “to create an environment that encourages and protects differences in backgrounds and experiences.”
Its 12 employees represent seven countries and wide-ranging work histories in areas such as public high school education, health, fitness and taxes. Tobias attempts to match its advisers’ backgrounds to clients’ own, whether linguistic, religious or professional.
The firm itself also conforms to diversity measures. About 55% of employees, including the female CEO, are from minority groups, as well as 60% of new hires over the past 18 months.
The Tobias team actively participates in the local community, from donation drives to running corporate races together. They donate time, money and other resources to Harvest Drive Inc., which supports Broward County schools’ families in need, and Take Stock in Children of Broward, which provides opportunities for low-income students.
Contact Edgar Collado, chief operating officer, at firstname.lastname@example.org to learn more about the firm’s diversity and inclusion initiatives.
— Vanessa Drucker