COVID-19: Inclusion and Well Being

Recorded On: 04/23/2020

A conversation with Diversity Project NA founding members around employee well-being and keeping the spotlight on inclusion in this new WFH environment.

Rodolfo Rodriguez (Moderator)

Vice-President, Diversity & Inclusion - Ameriprise Financial

Niamh Fitzgerald

MD - Head of Client Management - BMO

Niamh is the head of client service at BMO Global Asset Management (U.S.). Her responsibilities include the oversight and development of the firm’s client relationship management and client service strategy across our institutional client base in North America. She joined the company in 2018.

Prior to joining the company, Niamh was a managing director and head of client engagement at State Street Global Advisors where she led client engagement strategy across the full lifecycle of institutional clients’ experience in the Americas. Prior to this, she worked with Aalto Invest, a boutique asset management firm, where she was responsible for the development of the client and distribution strategy globally. Previously, she was a senior client relationship manager with Legal and General Investment Management in London and Chicago, where she played a key role in implementing their customized client solutions with a focus on active fixed income and LDI. Niamh began her career in the financial services industry in 2006 with KBC Asset Management.

Niamh holds a Bachelor of Commerce from the National University of Ireland, Galway and an MSc in Finance from the University of Limerick, Ireland.

Paul Olschwanger

Founder & Chief Inspiration Officer

Wendell Rhoads Consulting

Paul Olschwanger is the Founder & Chief Inspiration Officer of Wendell Rhoads Consulting, a valuable partner to asset management firms and their people, offering industry experience, individual and team coaching, organizational strategy, and recruiting. Before founding Wendell Rhoads Consulting, he led Olschwanger Partners, with a focus on complex executive searches. Most recently, while at Aon, he provided senior-level support for diversity, equity, and inclusion initiatives and human capital development. There he coached over 300 investment professionals globally. He also served on numerous internal and external boards, including the CEO Advisory Council of The Diversity Project North America, and North America Inclusion Council.

Paul earned a BBA in Finance degree from the University of Texas at Austin. He completed the first AIMSE Investment Institute, Investments, and Marketing at The Wharton School, and earned a graduate certification in Industrial and Organizational Psychology from Purdue University.

A frequent conference and webinar panelist and moderator, Paul is a long-time board member of the CFA Society in Dallas-Ft. Worth, and hosts their flagship podcast Charterholder Chatter. He sits on the Diversity and Inclusion Advisory Board for the Defined Contribution Institutional Investment Association (DCIIA), Talent Pool Expansion Cohort for IDAC, previously served on the board of the Parkinson Voice Project and is a member of the Society for Industrial and Organizational Psychology, American Psychological Association, and CFA Institute.


04/23/2020 at 2:00 PM (EDT)  |  Recorded On: 04/23/2020
04/23/2020 at 2:00 PM (EDT)  |  Recorded On: 04/23/2020