Expanding Diversity in Wealth Management Since 2017
About
Diversitas
Diversitas is a trailblazing nonprofit organization dedicated to advancing talent and opportunities within the wealth management industry for people and skill sets historically overlooked by companies in financial services.
Created by The University of Akron in 2017, our primary mission is to foster inclusivity through education, mentorship, and human connection, dismantling barriers to entry, and to educate students and career influencers about the wide array of roles in the profession, far beyond just math and sales..
We aim to reshape the invaluable role financial advisors play in helping people across the country plan for and achieve their financial goals. Our vision is to transform the industry’s talent pool to better reflect the diverse client base it serves, fostering growth and adapting to the changing landscape of the investor population.
By partnering with career influencers, universities and academic associations, and financial services companies, we go beyond rhetoric to empower students with tangible programs that inspire the pursuit of opportunity.
Diversitas by the Numbers
22
Partner Universities
1,000 +
Symposium Attendees
10
Corporate Sponsors
Diversitas Board Members
Efthymia “Effie” Antonoudi, CPA, CFP
Faculty & Undergrad Coordinator University of Georgia
Tonia P. Bottoms
Managing Director & Senior Managing Counsel BNY Mellon | Pershing
Carina Diamond, CFP
Founder Stella Secunda Partners
Ashley Guillemette, MPA
Director, Center for Financial Responsibility Texas Tech University
Danny Harvey
Director, Certified Fin. Planning Program & Finance Faculty Prairie View A&M University
Kate Healy
CEO & Founder, AdvoKate IQ
Jesse W. Hurst, CFP, AIF
Financial Advisor Impel Wealth Management (Cetera Financial Group)
Debra Radway, CFP, MBA
Financial Planning Program Director and Senior Lecturer Arizona State University
Suzanne Siracuse
CEO/Founder Suzanne Siracuse Consulting Services, LLC
James Thomson, Ph.D.
Professor, Department of Finance Chair UA College of Business Administration
Carolyn Wehrheim
Manager | Culture, Engagement, and Employee Development Charles Schwab & Co., Inc.
Barry Mullholland
Diversitas Founder Contact for Strategic Partnerships & Partner Universities
Abbie Sheridan
CEO, Greenrose Communications