Diversity, Equity and Inclusion at MMI
At MMI, we believe a stronger, more resilient investment advisory industry is built when a wide range of voices and perspectives come together. Diversity, equity, and inclusion are reflected in how we engage members, foster discussions, and approach the work of advancing the industry.
Guided by our values to participate with intent, solve together, and think forward, we encourage an environment that nurtures thoughtful collaboration, broad participation, and meaningful exchange – so firms and professionals have opportunities for growth.
Our Approach
Our DE&I approach is reflected across the work we do with and for our members. These principles inform how we convene, educate, and engage with the industry.
- Conferences & Events – bringing together a broad range of voices and viewpoints, to create opportunities for meaningful dialogue, connection, and shared learning to help members navigate the evolving landscape.
- Education & Professional Development – supporting professional growth and exposure to varied perspectives through MMI Academy, Leadership Pathway and Executive IQ by Money Management Institute.
- Industry Presence & Advocacy – engaging with partners and the broader industry to help expand awareness and pathways into investment advisory solutions.
“I had the pleasure of connecting with remarkable professionals…who graciously shared their insightful stories and experiences about their journey into the finance industry. It was intriguing to witness how some individuals had always aspired to work in finance, while others found themselves drawn to the industry unexpectedly. Throughout our conversations, they shared advice on the importance of remaining open-minded and committing to continuous learning and self-improvement.” –
Nyla Sims, MMI Summit Attendee (Scholarship)
Investing in an Inclusive Future for Financial Services
The Gateway Foundation is a 501(c)(3) non-profit organization established by the Money Management Institute to drive meaningful change in the financial services industry. Through close collaboration with our network of member firms, Gateway works to create lasting opportunities and foster broader industry participation for underrepresented communities. MMI partners with peer organizations to advance shared priorities across the industry, amplifying our collective impact and accelerating progress toward a more equitable future.
MMI Career Connect
The MMI Career Connect platform is designed to accelerate both individual and industry growth by building a meaningful connection between MMI member firms and rising diverse talent. This site serves as an entry point for MMI member firms to expand their talent pool, while simultaneously providing pathways for leadership and career opportunities for individuals from underrepresented communities within the financial services industry.
For Emerging Asset Managers
MMI Thrive brings together leaders of emerging asset management firms to connect with peers, exchange insights, and navigate the challenges of growth. Through curated conversations and shared learning, Thrive supports thoughtful participation and collaboration as members build resilient firms and contribute to the future of the investment advisory industry.
Contact
Samantha Greenstein
Senior Vice President
Director of Programming Experience
Money Management Institute