Our DEI Philosophy

We as a company are committed to hiring and empowering a diverse workforce, with diversity expressed in many forms including race and ethnicity, gender and gender identity, sexual orientation, socioeconomic status, language, culture, national origin, religious commitments, age, (dis)ability status, neurodiversity and political perspective. We are committed to conducting our business without discrimination, bias or harassment. We will endeavor to provide a workplace that is welcoming and supportive; that creates a sense of belonging and values the contributions of all employees.

In building a more diverse, equitable and inclusive company we expect to achieve an environment where all employees can flourish. In this environment our diversity will contribute to improved business outcomes, including better employee retention and growth in assets under management, and bring new perspectives to the development of product offerings. We will work to foster a more diverse business community through our broker and vendor relationships. We are committed to ending prejudice and racism wherever we see it. We as a company and as individuals embrace the challenge of continuing these essential efforts for as long as there remain systemic forces that prevent equality for all.


Company-Wide Initiatives

  • Created a Chief Diversity Officer role in 2020 and formalized an internal committee
  • Established mentoring program open to all employees
  • Expanded recruitment network
  • Established women’s employee resource group
  • Unconscious bias training slated for 2022

Community-Wide Initiatives

  • Support the following organizations: BLK Capital, YearUp, YUPRO, Management Leadership for Tomorrow
  • Annually administer a DEI questionnaire to our broker and company vendor partners