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Sonya Dreizler advises RIAs, mutual funds, custodians and fintech firms about how best to make use of ESG data and socially responsible investing products through her firm Solutions with Sonya. Late in 2018, though, she says she noticed a survey showing that men in the financial services were far less aware than women about cases of sexual harassment, assault and discrimination.
In an effort to supplement her own experience with those of one or two others, she sent out a request on social media and through her email newsletter. Within a day, she had about 40 more stories, which
By sharing the anonymous stories, Dreizler says she’s trying to close the loop on issues often glossed over by the men who make up the vast majority of financial advisors and wealth management professionals.
“Women clearly know this is happening because they’ve experienced it,” Dreizler says. “But most men do not have direct experience with it. Most men are not assaulting, harassing or discriminating against women, but there are serial harassers that have an outsized effect on the women in financial services. But if men have not seen it themselves or been a victim of it themselves or perpetrated it and the women aren’t telling their stories because it’s dangerous for us to do so, how would the men know this is happening? And so that’s when I got the idea.”