Carina Diamond One of Top Two Women Financial Advisors in Ohio, 102nd in the US, According to Forbes1
Top Women Advisors List Identifies 200 Leading Female Advisors out of 13,000 Nominations
FOR IMMEDIATE RELEASE
AKRON, OH—March 22, 2017: Carina S. Diamond, managing director of SS&G Wealth and Springside Partners LLC, is among “America’s Top Women Advisors,” according to Forbes. The ranking was announced at the inaugural Forbes/SHOOK Top Advisor Summit in Las Vegas on March 17. Diamond was ranked 102 out of 200 advisors, one of only two advisors from Ohio to receive the recognition.
“Educating my clients on the importance of a long range view, investing in young talent on my team, and embracing a new era in financial services has made our practice sustainable,” said Diamond. “I’m honored to be recognized in a profession where I get to help people reach their goals every day.”
The importance in recognizing women financial advisors comes at a time when the field is dominated by men. Only 16% of financial advisors are women. Diamond is noteworthy not only for her success in a female-minority profession, but also for her efforts to grow the field for women.
“I look forward to watching that 16% increase as we prepare our next generation to become financial advisors. We are dedicated to educating and empowering women on financial advisor careers. The potential for women in this field is immense,” said Diamond.
The Forbes ranking of America’s Top Women Wealth Advisors is developed by SHOOK Research and based on factors that included industry experience, compliance, client satisfaction, investing process and commitment to their local community. SHOOK received over 13,000 nominations and vetted advisors with an online survey, telephone interview and in-person interview.
Springside Partners provides investment advisory services. The firm offers discretionary portfolio management services to individuals, trusts, estates, and charitable organizations. It does not require a minimum dollar amount to open and maintain an advisory account. Investment advice is tailored to meet clients’ needs and investment objectives, and is primarily focused on investment company securities such as mutual funds and ETFs, corporate and debt securities, and municipal securities. Springside Partners has a strategic relationship with Pershing Advisor SolutionsTM, member FINRA, SIPC. Listing in this publication is not a guarantee of future investment success.
1 – In 2018 Shook Research received 22,146 nominations for 7,435 women. They selected 6,461 women to complete an online survey and conducted 6,104 telephone interviews and 1,210 in-person interviews. Candidates met basic industry requirements and were judged on quantitative and qualitative factors. Shook is independent and objective and does not receive compensation from the advisors, firms, the media or any other source in exchange for placement on a ranking. Those selected were not required to be a member of any organization to be eligible for nomination. For further information concerning the methodology used see “The 2018 Forbes Ranking of Americas Top Women Wealth Advisors” at www.forbes.com.