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Liu became head of Citi’s North American private bank in 2019 and, in 2020, beat her projections by 12% despite the pandemic.

Hackley, proud of her Cuban heritage, has made a point of mentoring and recruiting Hispanic undergraduates and MBA students.

Braming revamped the company's recruiting process by instituting diverse candidate and interviewer slates and expanding scouting for prospects and interns.

Since becoming head of investment and corporate banking at Mizuho Americas, Katz has lead it through explosive growth in its M&A strategy and leveraged buyout practices.

As global co-head of mergers and acquisitions at J.P. Morgan, Aiyengar is the only woman and only person of color to hold such a position.

Mohr, the chairperson of the Fairness Opinion Committee, vets every fairness opinion originating in both Asia and the Americas, ensuring that M&A transactions are equitable for all.

The PE-backed consolidators picked up firms with a combined $6.7 billion in client assets as high valuations and expansion plans bring sellers to the table.

An ex-executive with a firm acquired by the network three years earlier will lead FSC Securities as it seeks to grow in a competitive industry.

Jennifer Stein of Global Tax Network has more than 25 years of experience in expat and foreign national tax preparation and consulting. She joined GTN in 2011 and serves as managing director for GTN's Great Lakes region. She coaches clients to understand the complexities of sending employees across borders and helps them work through the many requirements of home and host reporting.

FP’s annual RIA Leaders issue examines the industry’s fragmentation and diagnoses the problem with rankings.