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Wealth Management EDGE
May 13 - 16, 2024
The Diplomat Beach ResortHollywood, Florida

Carina Diamond
CEO at Stella Secunda
Speaker

Profile

An award-winning financial advisor, entrepreneur and executive, Carina Diamond, MBA, CFP®, AIF®, is the founder and CEO of Stella Secunda, Latin for “Next Star,” which provides consultative organic growth strategies to a variety of companies in the financial services industry, including fintech companies, RIA firms, broker-dealers, banks, accounting firms with wealth management divisions, insurance firms and more. Throughout her 25-year career, Carina has built and scaled successful wealth management teams, including her own. Five years after launching her RIA she sold the business to Dakota Wealth Management, where she joined the firm first as Chief Experience Officer and was later promoted to Chief Growth Officer. Carina is the director and founding board member of Diversitas and an advisory board member of RIA Institute.

Agenda Sessions

  • Unveiling the NextGen Advisor's Perspective: Empowering RIAs to Foster Succession and Fuel the Emergence of New Leadership Generations

    4:55pm