Carson Group Named InvestmentNews’ DEI Award Recipient for 2023


Carson Group has been named one of three corporate Diversity Champions for 2023 in the annual InvestmentNews’ Diversity, Equity and Inclusion (DEI) Awards.

InvestmentNews’ DEI Awards recognizes financial services firms that demonstrate a strong commitment to diversity, equity and inclusion in their workplace and a commitment to creating an inclusive workplace culture that provides resources and support for underrepresented groups.

Carson Group was recognized for its efforts to address the challenge of underrepresentation of women in the wealth management industry.

– Carson Group’s 2022 State of Women in Wealth Management Report provided valuable insights into the barriers women in the financial services industry face.

– While a first-of-its-kind industry event, Excell REPRESENT, brought together a problem-solving community to address the challenges women in wealth face and work to make the industry worthy of the women it’s attracting.

Teri Shepherd, president of Carson Group, emphasized the importance of DEI initiatives in the financial services industry, saying, “We are honored to receive this award from InvestmentNews and to be recognized for our efforts. We believe that diversity of thought, experience and perspective is essential to our success as a firm, and to our success as an industry. We are committed to creating an inclusive environment where we can all thrive.”

Shepherd added, “As an industry, we have a responsibility to move the needle on representation, not only within our own firm, but across the financial services industry. We hope that this award will inspire others to join us in our efforts to create a more inclusive industry for all.”