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Continuing the Representation Conversation in Financial Services

A discussion on contemporary views on representation in the industry and how to put service and people first.

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Author

Lindsey Lewis

MBA, ChFC®, CFP®

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Representation Podcasts

September 25, 2025

In a legal and political environment where the future of efforts around representation are uncertain, how can financial professionals and business leaders push the conversation forward?


In this episode of the Shares podcast, recorded live at The College’s 19th annual Conference of African American Financial Professionals (CAAFP), Lindsey Lewis, MBA, CFP®, ChFC®, managing director of the American College Center for Women in Financial Services, speaks with Sheena Gray, CAMS, MBA, CEO of the Association of African American Financial Advisors (AAAA), about how those in financial services — especially women and others from underserved communities — can continue to move up in the profession, as well as how established leaders can support them and advocate for their success.

Sheena Gray, CAMS, MBA, is the CEO of the Association of African American Financial Advisors (AAAA), where her strategic leadership has advanced diversity, equity, and inclusion across the financial advisory profession. With an MBA in management from DePaul University and a bachelor’s degree in sociology of law, she brings over 20 years of executive experience spanning wealth management, commercial banking, cybersecurity, and legal compliance. At AAAA, Gray leads efforts in legislative advocacy and professional development, building pathways for Black financial advisors through strategic partnerships with policymakers, corporations, and academic institutions. Her initiatives promote financial literacy, generational wealth, and community empowerment. Gray’s career includes executive roles in HR, legal, global KYC, and cybersecurity, where she drove innovation in talent strategy, risk management, and inclusive culture. Her ability to build cross-functional collaboration and lead through transformation has earned her recognition as one of MSN’s “10 People to Watch in Wealth Management in 2025.”

Any views or opinions expressed in this podcast are the hosts’ and guests' own and do not necessarily represent those of The American College of Financial Services.

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