About our work

OPEN Finance is a volunteer network that combines the expertise of our member firms’ employee resource groups to drive forward LGBT equality and diversity in the financial services sector and beyond. We help to advance workplace policies across the industry; assist firms in collaborating on events, community service and philanthropy; drive positive change in the communities in which our participating firms do business; and provide a networking forum for LGBT finance professionals. We are a 501(c)(6) non-profit organization.

Best Practices

At the heart of what we do, our workshops and benchmarking have helped improve policies and benefits for our participating firms. We strive to help firms anticipate questions on new policies, and offer implementation strategies.

Marketing

We help to celebrate the industry’s successes, and publish this website and our newsletter to publicize industry events and news about what OPEN Finance and our member firms have accomplished. You can also follow us on social media.

Networking

From regular happy hours to fundraising events benefiting not-for-profit organizations, and career development, OPEN Finance’s networking opportunities strengthen the LGBT financial services community.

Community Service

Through cross-firm collaboration, we’re able to create a bigger impact for LGBT related non-profit organizations. Our partnerships with select non-profits allow us to offer our member firms a greater range of opportunities.

Membership

Driving increased participation and awareness across the industry results in more widespread progress. We strive to reach the most individual members and firms as possible in the New York area.

Speaker Series

Every year, we host high profile LGBT and ally leaders to speak about their work to promote inclusive environments. Through these events, we hope to inspire, inform and elevate OPEN Finance member firms.

Our ‘network of networks’ has over 40 participating firms from across financial services, and we reach more than 5,000 individuals through our participating firms’ LGBT employee resource groups.

Our leadership team

OPEN Finance's leadership team is comprised of volunteers from across the industry.

Matthew Toole

Co-Chair
Matt is a Director in the Deals Intelligence team at Thomson Reuters.

Jon Tilli

Co-Chair
Jon Tilli works at Deutsche Bank.

Ben Salinas

Treasurer
Ben, a manager at Deloitte, focuses on providing risk advisory services to the energy industry with a specialization in accounting and reporting solutions. He also serves on the NYC leadership committee of Deloitte’s LGBT business resource group, GLOBE.

Brett Hemmerling

Secretary
Brett is part of the Diversity & Inclusion Team at Moody’s, and is responsible for campus recruiting and the Summer Intern Program.

Cory Warsaw

Co-Chair of Marketing
Cory Warsaw is a Marketing Manager at Oppenheimer Funds, where he oversees comprehensive marketing efforts for 529 plan clients.

Mark Lane

Co-Chair of Marketing
Mark is a Director in Corporate Communications at Barclays, where he focuses on media relations, structural reform and regulatory matters. He also leads Barclays’ LGBT ERG in the Americas, and serves on the board of The Ali Forney Center.

Chao Xiang

Co-Chair of Networking
Chao is a senior consultant in EY’s Advisory – Financial Service Office, advising global institutional clients on financial risk management and technology transformation.

Chester White

Co-Chair of Networking
Chester is a Vice President & Director in the Professional Services Group at Aon Risk Solutions.

George Miranda

Co-Chair of Best Practices
George is an executive in the Chief Operating Office at JPMorgan Chase, where he leads strategy and change management initiatives across the organization. George also serves on his firm’s PRIDE leadership team, and on several academic alumni association committees that advance LGBT causes.

Michael Wilhelm

Co-Chair of Best Practices

ETHAN PAN

Co-Chair of Speaker Series
Ethan Pan is an associate in Corporate Client Banking at JP Morgan. He focuses on the Financial Institutions Group’s strategy and business management.

Steven Cho

Co-Chair of Speaker Series
Steven is a Senior Associate covering the Americas region in the Infrastructure & Energy Finance Group at HSBC. He also leads the firm’s LGBT employee resource group as the Co-Head of the HSBC Pride Network.

Jared Spencer

Co-Chair of Membership
Jared is a Vice President in Corporate Communications at Barclays, where he advises Investment Bank front office leaders on employee communications and engagement.

Patrick Kennedy

Co-Chair of Membership
Patrick Kennedy is an Executive Director in Wealth Management at Morgan Stanley.

Antonio Centeno

Co-Chair of Community Service

Adrian Harrison

Co-Chair of Community Service
Adrian Harrison is a Senior Regulatory Compliance Officer at HSBC, where he provides assessments of internal controls and regulatory compliance risk. He also serves as the Membership Officer on the board of HSBC’s NYC LGBT employee resource group.

Contact us

Contact us through the form below. You can also receive regular updates by signing up for our emails on the Newsletter page.