News & Press

Akeiva Ellis, MSFP, CPA/PFS, CFP®, ChSNC®, recognized as a 2021 LUMINARY by ThinkAdvisor

Akeiva Ellis, Financial Education Specialist at Ballentine Partners, LLC, is recognized by ThinkAdvisor as a 2021 LUMINARY within the “Diversity & Inclusion Individuals – RIAs” category. The ThinkAdvisor LUMINARIES Awards honor individuals and firms for transforming the investment advisory industry through creative and bold initiatives that promote the industry and clients’ best interests.

To read more on why Akeiva is being recognized, click here.

To learn more about Akeiva Ellis, click here.

To learn more about ThinkAdvisor LUMINARIES Awards, click here.

Additional Criteria:

  • The winners represent individuals, programs and executives from 150 firms.
  • They were selected from several hundred participants/nominations.
  • The judging panel in the Diversity & Inclusion category looked for a clear demonstration of leadership and innovation in bringing more women, people of color and others of diverse backgrounds into the industry. These efforts also can include steps to better support diverse individuals already in the industry and leadership efforts that push an organization in new directions to expand the community of investor clients served by advisors.
  • Participants and firms did not have to purchase tickets for dinner/awards presentation in order to be considered.
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