About
Carina is a CEO and Founder of a consultancy firm that helps financial services firms…
Articles by Carina
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Women everywhere benefit from Cary's advice!
Women everywhere benefit from Cary's advice!
By Carina Diamond, MBA, CFP®, AIF®
Activity
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Susie Guinn, Investment Solutions Specialist in San Diego, CA, is quick to admit that fashion is one of her long-standing passions. Six years ago…
Susie Guinn, Investment Solutions Specialist in San Diego, CA, is quick to admit that fashion is one of her long-standing passions. Six years ago…
Liked by Carina Diamond, MBA, CFP®, AIF®
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I couldn’t ask for a better team to work with. I am blessed to call them my colleagues and friends. And Leslie Y. Tabor best boss ever!
I couldn’t ask for a better team to work with. I am blessed to call them my colleagues and friends. And Leslie Y. Tabor best boss ever!
Liked by Carina Diamond, MBA, CFP®, AIF®
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My dear friend, congratulations!!! Walden to Wealthspire, all the best to you as you make this very exciting transition.
My dear friend, congratulations!!! Walden to Wealthspire, all the best to you as you make this very exciting transition.
Liked by Carina Diamond, MBA, CFP®, AIF®
Experience
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Stella Secunda Partners
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Education
Licenses & Certifications
Volunteer Experience
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Diversitas, Expanding Diversity in Wealth Management, Director and Founding Board Member
The University of Akron
- Present 7 years
Economic Empowerment
National education program designed to attract more women and underrepresented people into wealth management.
Grew to include several dozen major colleges and universities.
ThinkAdvisor national award winner for diversity and inclusion, 2021. -
Advisory Board Member, RIA Institute
Institutional Investor
- 3 years
Economic Empowerment
Conference chair and speaker to industry leaders on fintech, diversity, organic growth, and G2 development.
2022 award winner - RIA Intel Industry Advocate of the Year. -
Trustee and Investment Committee Member, Endowment
Akron Children's Hospital
- 2 years 1 month
Health
Liaison between Investment Committee and Foundation Board.
Made regular presentations on investment strategy and performance.
Participated in vetting alternative investments. -
Trustee of the University of Akron Foundation
The University of Akron
- Present 6 years 10 months
Education
Founding Member, Women in Philanthropy Committee.
Vice Chair, College of Business Dean's Advisory Board.
Founder, Diamond Graduate Women's Leadership Xperience program. -
CFP Board Ambassador
CFP Board
- 5 years 1 month
Economic Empowerment
Regularly blogged and interviewed by national radio and print media about financial planning.
Publications
Honors & Awards
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DEI Trailblazer-Excellence Award
Investment News
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Forbes 2023, 2022, 2021, 2020, 2019, 2018 America's Top Women Advisors
Forbes
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Career of Excellence 2022
Excell Represent/Carson Group
Award granted recognizing lifetime accomplishments in leadership, diversity and inclusion, and financial profitability.
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2022 Industry Advocate of the Year
Institutional Investor/RIA Intel
Inaugural, national award recognizing advocacy in the RIA profession.
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2022 Honorary Alumni Award
The University of Akron
Awarded for numerous contributions including active advisory board involvement and mentoring students.
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2018 InvestmentNews Women to Watch
InvestmentNews
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Crain's 2017 Influential Women in Finance
Crain's Cleveland
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2017 Finance Executive of the Year
The University of Akron- Department of Finance
More activity by Carina
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It’s time to ditch the eyebrow pencil! 🚫🤨✍️ Permanent makeup is a game changer! 🙌🏻
It’s time to ditch the eyebrow pencil! 🚫🤨✍️ Permanent makeup is a game changer! 🙌🏻
Liked by Carina Diamond, MBA, CFP®, AIF®
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🎉 **Success Story Alert!** 🎉 Mariner Wealth Advisors found an exceptional intern through the BLX Internship Program. They shared how the BLX…
🎉 **Success Story Alert!** 🎉 Mariner Wealth Advisors found an exceptional intern through the BLX Internship Program. They shared how the BLX…
Liked by Carina Diamond, MBA, CFP®, AIF®
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Congratulations to all the honorees for the 2024 Greater Akron Chamber 30 for the Future Awards, including Heather Morrow (Marketing Management '15)…
Congratulations to all the honorees for the 2024 Greater Akron Chamber 30 for the Future Awards, including Heather Morrow (Marketing Management '15)…
Liked by Carina Diamond, MBA, CFP®, AIF®
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Out in TIME: "While the emergence of VP Harris as the presumptive Democratic nominee for President has generated widespread enthusiasm among her…
Out in TIME: "While the emergence of VP Harris as the presumptive Democratic nominee for President has generated widespread enthusiasm among her…
Liked by Carina Diamond, MBA, CFP®, AIF®
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Three #RIA firm visits in one week? Talk about a wealth of experience. Thanks to True North Advisors, Versant Capital Management, Inc. and SFMG…
Three #RIA firm visits in one week? Talk about a wealth of experience. Thanks to True North Advisors, Versant Capital Management, Inc. and SFMG…
Liked by Carina Diamond, MBA, CFP®, AIF®
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"I know a few majority companies that do X, Y, Z" - a corporate exec at a recent meeting It took me a few minutes to process what he meant by…
"I know a few majority companies that do X, Y, Z" - a corporate exec at a recent meeting It took me a few minutes to process what he meant by…
Liked by Carina Diamond, MBA, CFP®, AIF®
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Just had the opportunity to see the final presentation from this group of soon to be RIA talent. The future is bright 😎!
Just had the opportunity to see the final presentation from this group of soon to be RIA talent. The future is bright 😎!
Liked by Carina Diamond, MBA, CFP®, AIF®
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Andy Costigan loves how his job at the University of Akron School of Law is centered around helping students achieve success. He was a contestant on…
Andy Costigan loves how his job at the University of Akron School of Law is centered around helping students achieve success. He was a contestant on…
Liked by Carina Diamond, MBA, CFP®, AIF®
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An incredible team and an incredible event. Well done to the Citywire USA team for all the hard work you put into our Greenwich ETF Forum. I feel…
An incredible team and an incredible event. Well done to the Citywire USA team for all the hard work you put into our Greenwich ETF Forum. I feel…
Liked by Carina Diamond, MBA, CFP®, AIF®
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It’s #CasualFriday, everyone! Last night, I took my husband on a date to see Barry Manilow’s last tour in St Louis. It was SPECTACULAR! Why? 💙…
It’s #CasualFriday, everyone! Last night, I took my husband on a date to see Barry Manilow’s last tour in St Louis. It was SPECTACULAR! Why? 💙…
Liked by Carina Diamond, MBA, CFP®, AIF®
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This morning Unilever announced its H1 2024 results which show that innovation and brand investment are driving faster volume growth. A few…
This morning Unilever announced its H1 2024 results which show that innovation and brand investment are driving faster volume growth. A few…
Liked by Carina Diamond, MBA, CFP®, AIF®
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