“We rise by lifting others” —Robert Ingersoll

We are supporting diversity throughout the industry and beyond

When it comes to attracting members in the financial community who are reflective of the world we live in, there is always more work to be done. And, while change takes time, the Institute is committed to bringing key industry powerhouses together to ignite meaningful change.


Meaningful changeTHRIVE Center for Diversity & Inclusion

Meaningful change within an industry or a profession cannot be achieved by acting alone. There are many organizations and companies within financial services that have developed exceptional diversity and inclusion initiatives, and the Thrive Coalition aims to connect with these initiatives through alliances and a shared resource center so that the industry and its ambassadors are aligned in its collective effort to foster a more diverse and sustainable workforce within the financial advisor profession.

We are proud to partner with the following organizations:


We have an underlying belief in inclusion and diversity. That is why we thoughtfully brought together members of the financial community to help foster change.


Co-chairs, THRIVE Council of Ambassadors 

CIMA®, Retired - Investment Management Executive Institutional Consulting & Private Wealth Advisor

CIMA®, CPWA®, CFP®, Past-Chair Investments & Wealth Institute Board of Directors

THRIVE Council of Ambassadors

CIMA®, CPWA®, IWI Board of Directors, First Vice President, Conscious Wealth Management Group, Morgan Stanley

CIMA®,CPWA®,CFP®, IWI Board of Directors, Financial Consultant, Popular Securities

CIMA®,CPWA®,RMA®,CFP®, IWI Board of Directors, Director, BDO Wealth Advisors, LLC

CIMA®, IWI Board of Directors, President, ProEquities, Inc.

CIMA®, IWI Board of Directors, Founder/Partner, Purpose Consulting Group

CIMA®, RCC®, Director, Global Wealth Consulting and Capital Markets at CGI

CIMA®, IWI Board of Directors, Managing Partner , Integrated Fiduciary Advisory Services

CIMA®, IWI Board of Directors Officer, Chief Investment Officer, Model Portfolios, Wisdom Tree Asset Management, Inc.

CIMA®, IWI Canadian Advisory Board SVP, CO-Head Retail, MacKenzie Investments

CIMA®, CPWA®, IWI Annual Conference Committee, VP, Business Solutions , Envestnet

CIMA®, IWI Government Relations Committee, SVP , American Century Investments

CPWA®, CFP® IWI Chair, Membership Committee, Wealth Management Advisor Jones Wealth Management

CIMA®, IWI Chair, Canadian Advisory Board, VP, National Bank Independent Network

Founder and CEO, Suzanne Siracuse Consulting, LLC

Executive Director, Executive Education, University of Chicago Booth School of Business

Senior Analyst, Cerulli Associates

CAE, Managing Director, CFP Board of Standards

Principal, Nasim Management

President & CEO, Money Management Institute

Senior Analyst, Wealth Management Cerulli Associates

MBA, CIMA®, CPWA®, Senior Vice President, Distribution Americas, Amundi US


Council Roles & Responsibilities


  • Advise Institute staff and board on matters related to diversity & inclusion
  • Guide the creation and development of meaningful programming
  • Monitor the objectives of the Center and the Scholarship Fund, and advise staff on the Scholarship program
  • Assist in the advancement of THRIVE Coalition efforts by soliciting participation by other organizations or corporate participants.