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On The Rise

Diversity and next gen success stories

Each month, our “On The Rise” section spotlights a financial advisor or executive who exemplifies how wealth management is being positively transformed through greater diversity – In terms of gender, culture and age.

5 posts
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Sustainable Investing & Diversity

Greenbacker Capital’s Christine Nguyen discusses the intersection of retail alts, renewable energy investing and workforce diversity Retail alternative…
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Q&A: Demystifying Next-gen Clients

Eva Agi is an Investment Advisor Representative at Gerber Kawasaki Wealth and Investment Management. WSR: What are some…