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The firm credits its ability to recruit highly productive advisory teams for its strong fourth-quarter balance sheet.

John King is a partner in the business transformation practice at Lotis Blue Consulting.

Pat Forgione is the chief technology officer of Ivans.

Connie Loveland is the owner and senior consultant at CSL Consulting, an affiliate of The NBS Group.

The roughly 100 incoming financial advisors to the firm's Financial Institutions Group softened the impact of a regulatory charge of $30 million.

Maureen Doyle-Spare is the General Manager of Asset and Wealth Management and Insurance at UST. She has over 25+ years of experience leading teams in the finance sector, delivering innovation that delivers disruptive, problem-solving solutions for clients. Maureen is a results-driven leader focusing on providing value to clients through transformation. Her strong domain consultative approach and deep knowledge of emerging trends, industry best practices, and regulatory mandates allow her to create differentiated solutions and better client outcomes. She has deep experience executing enterprise-scale change management initiatives in business and digital transformations, including adopting disruptive technologies.

Anna Garcia is the founder and managing partner of Altari Ventures, a New York-based early-stage enterprise fintech fund focused on data-driven enterprise intelligence, capital markets and asset management technology, CFO tech stack, embedded finance and decentralized/centralized infrastructure convergence. Altari invests primarily in pre-seed and seed stage opportunities. 

Investors have a wealth of options for putting their capital gains to work through this program.

Ashley Tison, Esq. is the founder of OZPros, an opportunity zone consultancy. A consultant and attorney on opportunity zones, tax-advantaged structures and investing strategies, he has advised over 500 commercial property investors, family offices, investment advisors and high net worth individuals on how to maximize their tax savings in real estate investments.

It's way past time for the industry to apply a core investment concept — diversification — to achieve gender equality in its ranks.