Diversity Project Organizational Structure

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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

Chris Lahna
Member

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


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Nancy Folan
Member

Amundi Pioneer Asset Management USA Inc.
Managing Director and CHRO

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Paul Olschwanger
Member

Aon
Associate Partner, Strategic Initiatives & Human Capital Development



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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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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

Payden & Rygel Investment Group

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

Eaton Vance Management

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

Fidelity Investments

Angela Clark
Member

Fidelity Investments
VP - Diversity & Inclusion Leader

Fiera Capital

Monique Leroux
Member

Fiera Capital
Strategic Advisor and Member of the Strategic Development Committee

Hartford Funds

Anita Baldwin
Member

Hartford Funds
VP and Managing Director and Head of Research

HSBC Global Asset Management

Paul Dawe
Member

HSBC Global Asset Management
COO

Invesco

Anna Penn
Member

Invesco
North American Diversity & Inclusion Manager

Janus Henderson Investments

Suzanne Cullinane
Member

Janus Henderson Investments
Head of Distribution Operations

J.P. Morgan

Herb Alleyne
Member

JPMorgan Chase & Co.
Executive Director, Corporate & Investment Bank Compliance

MFS Service Center, Inc.

Colleen Powell
Member

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

Nationwide Financial

Ron Ransom
Member

Nationwide Financial
SVP, Strategic Partnerships

Northern Trust

Dan Houlihan
Chair

Northern Trust
Head of Northern Trust Asset Servicing

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Alfred Giles
Member

Payden & Rygel Investment Group
Director, Head of Corporate Research 

Penserra

George Madrigal
Member

Penserra Financial Ventures LLC
President and CEO

Prudential Investments

Kathryn Sayko
Member

Prudential Investments
Chief Inclusion & Diversity Officer

SEI

Nathallia Pryce
Member

SEI
Director, Marketing & Distribution

State Street Global Advisors (SSGA)

Kem Danner
Member

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

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Honorary Member

Oppenheimer Funds

Meet the Participating Firms

Confluence

Sun Life Financial

Schroders