Efforts in Diversity, Equity and Inclusion (DEI)

Finalists and winners in this category stand out for their success in addressing the financial services industry’s clear and present diversity problem, with a particular focus on the importance of creating equitable and fair workplaces.


Finalists

Dan Becraft, Morgan Stanley
Lisa Garcia, SageView Advisory Group
WINNER
Oswald Financial, Inc. (Deena Rini pictured)