The Affiliation of African American Monetary Advisors has named Sheena Grey, a J.P. Morgan veteran with greater than 20 years of management expertise in wealth administration, as CEO.
Grey’s appointment coincides with the group’s annual V.I.S.I.O.N. Convention happening this week in Washington, D.C. The occasion, like AAAA’s work usually, goals to foster the skilled development of Black monetary advisors, planners and affiliated professionals, whereas additionally advocating for elevated variety in wealth administration.
“We couldn’t be extra proud that Sheena Grey is the one to steer us into the longer term,” Alex David, the interim board chair, mentioned in an announcement. “Her appointment just isn’t solely vital for AAAA, however for the monetary trade as an entire, as we work towards elevating the presence and affect of ladies in a predominantly male trade.”
AAAA (also referred to as “Quad-A”) traces it historical past to 2001 and was based by LeCount Davis, the the primary African American to earn the Licensed Monetary Planner designation. Grey will search to advance the group’s mission to assist Black monetary professionals and drive change within the trade by means of initiatives in skilled growth, networking and enterprise development.