Diversity Project Organizational Structure

Diversity Project Logo

Diversity Project Organizational Structure

Founding Firms*

$15,000 first year + $10,000 subsequent years

Benefits of founding membership include:

  • Designation as a Founding Firm

  • Optimal branding exposure on website and all marketing collateral

  • One seat on the Advisory Council

  • One seat on the Executive Steering Committee

  • Unlimited number of ambassadors/volunteers on the workstreams/committees

Participating Firms

$10,000 Annually

Benefits of participating membership include:

  • Designation as a Participating Firm

  • Branding opportunities on website and all marketing collateral

  • Unlimited number of ambassadors/volunteers on the workstreams/committee




*Founding memberships currently at full capacity 

Meet the Advisory Council & Founding Firms

American Century Investments

Donelle Chisolm
Member

American Century Investments
VP Subadvisory Sales

Chris Lahna
Member

American Century Investments
Vice President of Human Resources | Operations and Global Distribution

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Paul Olschwanger
Member

Aon
Associate Partner, Strategic Initiatives & Human Capital Development

Gail Weiss
Member

Aon
Senior Partner, Global Operations

Audeliss

Felicity Hassan
Member

Audeliss
US Managing Director



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Sandy Bolton
Member

Bank of America
Managing Director, Head of Managed Investments

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Deirdre O'Connor
Member

BlackRock
Managing Director


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Niamh Fitzgerald
Member

BMO Global Asset Management
MD - Head of Client Management

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Erika Craven
Member

Broadridge Financial Solutions, Inc.
Vice President, Asset Management Solutions

Frieda Lewis
Member

Broadridge Financial Solutions, Inc.
Managing Director | Global Relationship Management & Chief Diversity Officer

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LeAnn Trejo
Member

Capital Group | American Funds
Vice President & Director of Client Services

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Sarah Maynard
Member

CFA Institute
Global Head, External Inclusion and Diversity

Stephen Horan
Member

CFA Institute
Managing Director

Payden & Rygel Investment Group

Kira Cordoba-Brown
Member

Citi
Head of Institutional Client Group Diversity

James O'Donnell
Member

Citi
Managing Director, Global Head of Sales

Columbia Threadneedle Investments

Scott Couto
Member

Columbia Threadneedle Investments
Head of North America

Rudy Rodriguez 
Member

Columbia Threadneedle Investments
Vice President, Diversity & Inclusion

Deloitte

Christine Kotarba
Member

Deloitte
Managing Director

Peter Poulin
Member

Deloitte
Principal

Eaton Vance Management

Larry Fahey
Member

Eaton Vance Management
Vice President, Director Of Corporate Operations

Ingrid Jacobs
Member

Eaton Vance Management
Vice President, Chief Diversity Officer

Ernst & Young LLP

Thomas Arnold
Member

Ernst & Young LLP
Managing Director| Financial Services Advisory

Cheryl Boyd
Member

Ernst & Young LLP
Senior Manager

Fidelity Investments

Angela Clark
Member

Fidelity Investments
VP - Diversity & Inclusion Leader

Amy Philbrook
Co-Chair

Fidelity Investments
Head of Diversity & Inclusion

Fiera Capital

Monique Leroux
Member

Fiera Capital
Strategic Advisor and Member of the Strategic Development Committee

Nick Mavro
Member

Fiera Capital
Senior Vice President, Head of U.S. Institutional

Hartford Funds

Anita Baldwin
Member

Hartford Funds
VP and Managing Director and Head of Research

Jamie Davis
Member

Hartford Funds
Head of Human Resources

HSBC Global Asset Management

Paul Dawe
Member

HSBC Global Asset Management
COO

Invesco

Michelle Borre
Member

Invesco

Anna Penn
Member

Invesco
North American Diversity & Inclusion Manager

Janus Henderson Investments

Demesha Hill 
Member

Janus Henderson Investments
Community Relations

J.P. Morgan

Herb Alleyne
Member

JP Morgan
Executive Director, Corporate & Investment Bank Compliance

Keith Slattery
Member

JP Morgan
Managing Director, Global Head of Traditional Fund Accounting

MFS Service Center, Inc.

Heidi Hardinl
Member

MFS Service Center, Inc.
EVP & General Counsel

Colleen Powell
Member

MFS Service Center, Inc.
Director | Corporate Citizenship and Diversity

Nationwide Financial

Julie Ragatz Norton
Member

Nationwide Financial

Ron Ranson
Member

Nationwide Financial
SVP, Strategic Partnerships

Northern Trust

Dan Houlihan
Co-Chair

Northern Trust
Head of Northern Trust Asset Servicing

Shaelyn Otikor
Member

Northern Trust
Senior Vice President - Global Strategy, Corporate & Institutional Services

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Justin Bullion
Member

Payden & Rygel Investment Group
Managing Principal

Erinn King
Member

Payden & Rygel Investment Group
Managing Principal

Penserra

Connie Kreutzer
Member

Penserra Financial Ventures LLC
Managing Director Head of Institutional Sales

George Madrigal
Member

Penserra Financial Ventures LLC
President and CEO

Prudential Investments

Paula Modugno Tepper
Member

Prudential Investments
VP, Inclusion & Diversity

Kathryn Sayko
Member

Prudential Investments
Chief Inclusion & Diversity Officer

SEI

John Alshefski
Member

SEI
Senior Vice President & Managing Director, Global Fund Services, New Business De

Sionna Investment Managers

Paul Spagnolo
Member

Sionna Investment Managers
COO

Marlena Zabielska
Member

Sionna Investment Managers
Portfolio Manager

State Street Global Advisors (SSGA)

Kem Danner
Member

State Street Global Advisors (SSGA)
SVP, Global Human Resources

Yoh

Christopher Riffe
Member

Yoh
SVP/Practice Manager

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Honorary Member

Oppenheimer Funds

Meet the Participating Firms

Confluence

Schroders

Payden & Rygel Investment Group

Kira Cordoba-Brown
Member

Citi
Head of Institutional Client Group Diversity

James O'Donnell
Member

Citi
Managing Director, Global Head of Sales

Columbia Threadneedle Investments

Scott Couto
Member

Columbia Threadneedle Investments
Head of North America

Deloitte

Christine Kotarba
Member

Deloitte
Managing Director

Peter Poulin
Member

Deloitte
Principal