Can Banks Earn the Trust of the Diverse Majority?
Alex Ehrlich, CEO of startup financial services company Percapita Group, is building an institution that aims to confront the historic lack of diversity in financial services, and to serve well the consumers across America whose economic needs are greatest.
Ehrlich spent forty years on Wall Street: Starting at Goldman Sachs (1979-2003), he then moved to UBS (2003-09), and finally to Morgan Stanley (2009-20). He served as a managing director of all three companies and led or co-headed numerous large and highly successful businesses. At Morgan Stanley, he chaired the Diversity Council of that firm’s Investment Bank; it was this work that led him to retire from traditional banking, and seek the business model, partners, and capital that would enable
Ehrlich also serves on the national boards of iMentor and ThanksUSA, and is a Non-Executive Director of Sharegain PLC. He has for many years been a frequent lecturer on culture, leadership, and diversity.
Mr. Ehrlich's Athenaeum presentation is co-sponsored by the Financial Economics Institute at CMC.