The firm’s Diverse Wealth Initiative crafts custom outreach for historically underserved markets, including Black, Asian, Hispanic and LBGTQ communities.
Firm Awards
Organizations that are making strides in diversity, equity and inclusion with formal programs; by cultivating cultural practices; or both, qualify as finalists in the 2023 Excellence in Diversity, Equity & Inclusion Awards. Winners will be announced May 10 at the InvestmentNews 2023 Diversity, Equity and Inclusion Summit and Award event.