The Times Center
The Times Center, 242 W 41st St, New York, NY 10036, USA

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Event Date Tue Oct 23 EDT (about 3 years ago)
Location The Times Center
242 W 41st St, New York, NY 10036, USA
Region Americas

The first-ever Diversity Summit will provide a platform for a discussion of initiatives that can be undertaken by the Center, in partnership with stakeholders within the financial planning profession and beyond, to address this challenge and advance diversity and inclusion in the profession.


2018 Speakers:

Carla Harris
Vice Chairman, Wealth Management Morgan Stanley

John Rogers
Founder, CEO and CIO, Ariel Investments

Hon. Henry Cisneros
Principal Siebert Cisneros Shank & Co Former Mayor of San Antonio, Former Secretary of HUD

Marc Morial
President and CEO, National Urban League

Frank Dobbin
Professor of Sociology, Harvard University

Rianka Dorsainvil, CFP®
Founder & President, Your Greatest Contribution

Phuong Luong, CFP®
Founder & Financial Planner, Just Wealth, LLC

Louis Barajas, CFP®
Wealth & Business Manager, Wealth Management LAB

Audra Bohannon
Senior Partner, Korn Ferry

Sharon Epperson
Senior Personal Finance, Correspondent CNBC

Andy Sieg
Head of Wealth Management
Merrill Lynch

Tom Nally
President, TD Ameritrade Institutional

Cynthia Owyoung
Vice President, Diversity and Inclusion, Charles Schwab

Catalina Camoscio
Vice President, Recruiting & Development Prudential

Jorge Quezada
Director of Leadership Development, Diversity & Inclusion, Northwestern Mutual

Sponsors & Partners

2018 Sponsors:

Signature Sponsors:
• Merill Lynch
• charles SCHWAB
• fiserv.

Major Sponsor:
• Pruddential

Lead Founding Sponsor:
• TD Ameritrade Institutional

Founding Sponsor:
• Northwestern Mutual