Dana L. Wilson, founder and CEO of CHIP (Changing How Individuals Prosper)

Dana L. Wilson

Founder and CEO

Dana L. Wilson is the founder and CEO of CHIP (Changing How Individuals Prosper), a financial services marketplace connecting individuals and small businesses to financial professionals of color.

Evergreen

How next gen advisors are poised to solve financial planning's diversity deficit

Young advisors have the fresh perspective needed to create inclusive firms that appeal to the evolving investor.

By Zachary Conway

August 30