On The Rise

• On The Rise

Top Woman Rising Star: Advyzon's Kelly Fitzpatrick Guides Women on Careers in Fintech

Advyzon’s Product Manager Recommends Rising Women to Stay Curious, Step Out of Comfort Zone

By Janeesa Hollingshead

/ 23 Mar 2022

• On The Rise

WSR Pathfinder Awards – Top Women Leaders in Wealth Management

WSR Names Prominent Wealth Management Top Executives Natalie Wolfsen, Shannon Spotswood and Sindhu Joseph as Top Women Leaders in Wealth Management

By Julius Buchanan

/ 23 Mar 2022

• On The Rise

WSR Pathfinder Awards – Top Women CMOs in Wealth Management

WSR Honors Marketing Executives Abby Salameh, Joan Khoury and Meghan McCartan and With Latest WSR Pathfinder Awards

By Julius Buchanan

/ 21 Mar 2022

• On The Rise

WSR Pathfinder Awards – Top Women Dealmakers in Wealth Management

WSR Recognizes Industry Leading Dealmakers Amy Kadomatsu, Bomy Hagopian and Christina Walsh in Second Set of WSR Pathfinder Awards

By Julius Buchanan

/ 16 Mar 2022

• On The Rise

Commonwealth Demonstrates Rapid Diversity Progress Is Achievable

Firm’s Chief Diversity and Inclusion Officer Says Invest in Women, Break Down Barriers and Broaden Your Definition of Diversity

By Michael Madden

/ 11 Mar 2022

• On The Rise

Kevin Beard Recommends Giving Back to Promote Diversity

Atria’s Chief Growth Officer Advises Industry Leaders to Give Back, Mentor Underrepresented Youth, Educate Communities and Ensure Representation

By Julius Buchanan

/ 23 Feb 2022

• On The Rise

Move Beyond Diversity and Inclusion Programs for Lasting Change

Onyx Advisor Network Co-Founders and WSR Pathfinder Award Winners (Top Black Leaders in Wealth Management) Highlight Awareness, Mentorships and Community

By Michael Madden

/ 23 Feb 2022

• On The Rise

WSR Pathfinder Awards – Top Black Leaders in Wealth Management

WSR Recognizes Alex David, Kevin Beard, Emlen Miles-Mattingly and Dasarte Yarnway in Inaugural Diversity Award Series

By Julius Buchanan

/ 23 Feb 2022

• On The Rise

Rethinking Diversity and Inclusion Efforts to Yield Results

Stifel’s Alex David and WSR Pathfinder Awards Winner (Top Black Leaders in Wealth Management) Advises Sustained Commitment to Achieve Diversity

By Michael Madden

/ 22 Feb 2022

• On The Rise

Ken Royster: Diversity is Good for Business

First Genesis of Virginia CEO Promotes Internships and Explains Diversity as Growth Driver in Wealth Management Industry

By Julius Buchanan

/ 22 Feb 2022

• On The Rise

Implementing Next Gen Leadership Transitions in the HNW Space

Brothers Max (33) and Lucas (31) Winthrop Look Back on Successful Generational Leadership Transition at Winthrop Wealth

By James Miller

/ 21 Oct 2021

• On The Rise

How Can Our Industry Better Support LGBT Clients and Communities?

As we move towards the conclusion of Pride Month, it’s clear that the wealth management industry is much more aware than ever that LGBT clients have distinct needs – And

By James Miller

/ 24 Jun 2021