Diversity, Equity, and Inclusion

DEI education plays a key role in establishing a common awareness of current societal issues. We conduct regular, interactive DEI training and education sessions with all of our employees.

We actively seek to hire diverse candidates and establish practices that encourage our long-term diversity goals. Similarly, our promotion processes are intentional in their approach to DEI and foster and encourage diversity.

We have a long history of using internships as a means to promote longer-term diversity. As a result, we’ve been able to identify and employ interns who may not have known of the career opportunities in the firm or across the wealth management industry.

To help build stronger, more diverse, and more equitable communities, our employees serve on more than 50 nonprofit boards and committees. The firm has been named a Top Corporate Charitable Contributor by the Boston Business Journal for many years.

Our DEI Committee, which includes a diverse representation of Fiduciary employees, is an important source of ideas and execution of several of our DEI efforts.

We actively consider DEI in the ways which we present our content and make it accessible.

To monitor our progress, we track DEI metrics which are shared and discussed with Senior Management, our Board of Directors, and the entire company on a regular basis.