Page 27 - Investment Advisor September 2022

Diversity, Equity & Inclusion

Suzanne Siracuse, relationships with multicultural high-net-worth individuals
Suzanne Siracuse Consulting Services and their families, business owners, institutions and not-for-
Suzanne Siracuse has “been a true trailblazer in profit organizations. Also, he was recently named a Council of
our industry when it comes to DEI initiatives,” Urban Professionals 2021 Finance Catalyst.
according to Susan Theder, chief marketing
and experience officer at FMG Suite. “As the former publisher/ Tana Thomson, Vista Capital Partners
CEO of InvestmentNews, she created many programs to sup- Vista Capital Partners says Chief People Officer
port a more diverse industry [and] launched multiple suc- Tana Thomson has led “remarkable efforts
cessful infinitives that live on to this day, such as the Women as a champion of diversity at Vista and in the
Advisor Summits [and] Women to Watch Awards.” financial services profession overall. Through
Today, Siracuse “uses her platform and VIP network [as an her efforts, Vista is proud to have increased racial diversity by
industry consultant] to advocate for underrepresented groups 43% in the last 18 months with 100% retention of diverse staff
and provide forums to amplify their voices,” Theder said. “She members over the past three years. In addition, women make
is the ‘go-to’ moderator and organizer on panels and webinars up 40% of the C-suite at Vista and 59% of staff overall.”
on diversity, equity, inclusion and belonging, or DEIB.”

James Thompson, FIRMS
Bernstein Private Wealth Management
The senior vice president and head of Diverse CAIS
Markets Strategy at Bernstein Private Wealth CAIS, an alternative investment access and
Management, James Thompson is focused on learning platform, states that it “has facilitated
“empowering multicultural investors to change the trajectory more than $15 billion in transactions since its
of their wealth, impact and influence,” the firm said. founding in 2009.” Its mission “to break down
He created the Diverse Markets Strategy division within the barriers is also reflected internally through its various DEI ini-
firm’s private wealth group in 2018 to meet the unique wealth tiatives [and its] commitment to fostering diverse representa-
planning needs of diverse investors and partners with advisors tion and inclusion, reflected through various recruitment and
across Bernstein’s offices and leads its efforts in developing retention efforts and partnerships.”

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SEPTEMBER 2022 INVESTMENT ADVISOR 23
Member FINRA/SIPC