Mission Statement

The BISA Diversity, Equity, and Inclusion Committee actively inspires member firms to develop an inclusive working environment to improve business results and strengthen our industry. We equip our members with opportunities and action plans to attract, develop, and retain diverse talent through empowerment, education, and engagement.

Goals

• Empower: Provide member firms opportunities to participate in DE&I initiatives
• Educate: Advance industry profession by providing latest trends, issues, and best practices
• Engage: Increase opportunities through networking, social media, and outreach

Committee Members

Jim Nickens, InSource, Inc., BISA DE&I Committee Chair 

Kevin Beard, Atria Wealth Solutions, CUSO owner, FSI

Pamela Dawson, U.S. Bank 

Tameka Galloway, Citi Personal Wealth Manager 

Heather Hepburn, Webster Bank 

Logan Hickman, Nationwide

Ron Major, TruStage

Jermaine Perrien, Symetra

Jane-Ellen Porter, Wilmington Advisors @ M&T, BISA Board Liaison 

Megan Richter, Key Investment Services

Serina Shores, Huntington Financial Advisors

Lisa Stavsky, WesBanco Securities

John Turner, Selax Brokerage

Amanda Vogel, United Life 

Vanessa Wilson, BMO Harris

Portfolio Articles

• Reaching New Heights: Overcoming Diversity Challenges in the Workplace
• Standing Up for Women: Reflecting on the Women's Networking Breakfast
• What BISA Members Learned at the DE&I Peer Group Session
• BISA's DE&I Committee: A Conversation with Jim Nickens
• Advancing Diversity, Equity, Inclusion and Belong: Cetera Investment Services Case Study
• Rising Stars: Year-end Reflections and Advice for the 2023 Cohort
• A Business Case for Engaging Underserved Communities 

Podcast

• Portfolio Podcast Episode 11: DE&I Rising Stars Part 2
• Portfolio Podcast Episode 9: DE&I Rising Stars Part 1
  

Annual Portfolio Print

• The Millennial Conundrum