
Firms are responsible for establishing/facilitating their own selection processes.
We recommend using the following system:
Rising Stars will receive the following benefits:
Selected Rising Stars will receive specialized leadership coaching through Wendell Rhoads, beginning with an in person session at the Fearless Leadership Symposium. This will be followed by four virtual group coaching sessions, with the program concluding at a final in person session in March 2027 at the Strategic Leadership Forum. Awardees will also join a cohort of peers who share a commitment to leadership, inclusive workplaces, and success within the asset and wealth management industry.
Inclusion in Finance North America member firms will benefit from the Rising Star Program through:
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