Teri Shepherd

Chief operating officer, Carson Group

As the first female on the Carson Group executive team, Teri Shepherd brought with her a new way of thinking.

As the first female on the Carson Group executive team, Teri Shepherd brought with her a new way of thinking.

Joining the firm in 2012 as chief operating officer, she saw "gaps in the organization, and I wanted to fill them."

For example, she adjusted marketing messages to focus more on women, and she encouraged hiring a mix of male and female employees "to have a healthy culture to match the makeup of the practices we serve."

Ms. Shepherd also is addressing an unfortunate mindset she encountered as a young adult.

"When I was in college, there was an understanding that there was no path into finance for women," she said.

To right that wrong, she and the Carson Group are providing on-campus training and recruiting programs geared toward attracting women, including those returning to the workplace and recent college graduates, to the finance industry. The focus is on positions in financial advising, planning, operations and marketing.

— Deborah Nason

2018 Winners
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