Carina, MBA, CFP, AIF Diamond

Chief Growth Officer at Gries Financial Partners

Moderator

Carina Diamond is the Chief Growth Officer for The 4100 Group Financial Services (4100FS). She is responsible for driving organic growth across portfolio companies, including Gries Financial Partners where she also leads her own client relationships. Carina was formerly Chief Growth Officer for Dakota Wealth Management, which tripled in size during her tenure. In addition, she founded Springside Partners (now Dakota Wealth), Dakore Wealth (now Eide Bailly Wealth), and Stella Secunda Partners, a succession planning, fintech and organic growth consultancy. Carina ran the wealth division for the regional accounting firm SS&G (now BDO). She has been recognized by several industry organizations for excellence in wealth management. She was a Forbes America’s Top Women Advisors (2018-2023), Industry Advocate of the Year (RIA Intel), an InvestmentNews Woman to Watch and also launched Flourish-Women and Wealth, an educational series focused on women and money. Carina has both her BA and MBA from The University at Albany and has the CFP and AIF designations. Her current philanthropic endeavors include being a Trustee for The University of Akron Foundation, where she is a founding board member for the Women In Philanthropy committee and the Vice Chair of the College of Business Dean’s Advancement Council. Carina founded a leadership program for graduate student women and established a scholarship for women studying financial planning.