vefphiladelphia.blogg.se

Stifel wealth tracker sign up
Stifel wealth tracker sign up













stifel wealth tracker sign up

AAPI Innovator of the Year – Rosh Cherian, Co-Founder & CTO, CogniCor, leading the development of the firm's digital assistant platform and AI.AAPI ESG Leader of the Year – Kuni Chen, Head of ESG Integration, Seeds Investor, an expert in ESG, sustainable investing and portfolio management.AAPI Alts Leader of the Year – Sheldon Chang, President, CrowdStreet Advisors, who has led over $50 billion in institutional and retail fundraisings and product development.WSR named winners in multiple categories as follows: Each of the professionals we honor today exemplifies extraordinary leadership and inspiration in the wealth management industry." Larry Roth, Founder & CEO of Wealth Solutions Report, said, "In this second year of honoring excellence and promoting diversity through our WSR Pathfinder Awards, we are pleased to announce another outstanding group of leaders from AAPI backgrounds. Winners are selected based on demonstrated excellence in work and career, a stellar reputation and broad influence across the industry, experience and dedication to wealth management, and the ability to serve as role models for others in or considering careers in the industry. The invitation-only Pathfinder Awards highlight excellence and achievement in the wealth management industry among professionals, advisors and executives from underrepresented backgrounds and provide a platform for voices from those communities to address the industry in matters of DEI and progress. NEW YORK, /PRNewswire/ - Wealth Solutions Report (WSR) – the fast-growing B2B digital media platform featuring wealth management-focused commentary, insights and analysis – today announced the third installment of its WSR Pathfinder Awards for the year, the Top AAPI Industry Leaders of 2023, in recognition of Asian American and Pacific Islander (AAPI) Heritage Month. Pathfinder Awards Encourage Industry To Reflect On DEI Concerns Awards Honor Exemplary Professionals In Recognition Of AAPI Heritage Month















Stifel wealth tracker sign up