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September 27-29, 2021
The Diplomat Beach ResortHollywood, Florida

Carina Diamond
Chief Experience Officer, Managing Partner at Dakota Wealth Management

Profile

As Chief Experience Officer for Dakota Wealth Management, Carina is responsible for the organic growth of the firm. She leads and mentors the other client advisors and also advises her own clients. Before joining Dakota, Carina founded Springside Partners LLC and transitioned her brokerage business to an RIA model.


She founded the program Flourish™ Women and Wealth, an initiative that has educated over 1000 diverse women on personal finance over a decade. She is a founding board member for Diversitas – Expanding Diversity in Wealth Management, a program started at The University of Akron to promote diversity in financial services and is now national spanning dozens of universities.


Carina was an inaugural CFP™ Board Ambassador and serves as Trustee for The University of Akron Foundation and serves on the University’s Financial Planning Executive Committee. She founded the Diamond Graduate Women’s Leadership Xperience, an interdisciplinary leadership program, now in its second year.


Carina is a passionate advocate of financial literacy and next gen talent development. She is a frequent source for national news media. She has been a Forbes ranked advisor since 2017, and was an Investment News 2018 “Women to Watch.”

Agenda Sessions

  • Panel - RIA ALL-STARS

    11:30am

Speakers at this event