OPEN Finance

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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 best practices workshops and benchmarking have helped improve policies and benefits for our participating firms. We help firms anticipate questions on new policies, and offer implementation strategies.

Marketing

We help to celebrate the industry’s successes through our website, newsletter and social media, publicizing industry events and news about what OPEN Finance and our member firms have accomplished. Follow us on social media @openfinancenyc.

Networking

From regular happy hours to non-profit fundraising events and career development, OPEN Finance’s networking opportunities bring together all aspects of the LGBT community to strengthen our representation in financial services.

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 and more unity across the LGBT community. 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.

Women+

By hosting targeted events, we help to create a stronger community for, and better visibility of lesbian, bi- and trans* women in the finance industry. Our dedicated team proactively engages with LBT women to understand challenges and create opportunities.
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.

Jon Tilli

Co-Chair
Jon Tilli works at Deutsche Bank.

Matthew Toole

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

Gil Carroll

Treasurer

Jess O’Keefe

Secretary
Jess is a transaction banking account manager at Standard Chartered Bank covering US-based multinational corporate companies. She is also the Americas chair of her company’s employee resource group.

Mark Lane

Co-Chair of Marketing
Mark is a Director in corporate communications at Barclays where he is Americas head of employee communications. He also leads Barclays’ LGBT ERG in the Americas, and serves on the board of The Ali Forney Center.

Genesis Garcia

Co-Chair of Marketing
Genesis leads the marketing strategy for the LatAm and APAC regions at BNY Mellon Pershing.

Shyaan Hasnain

Co-Chair of Networking
Shyaan is an associate director in the market and treasury risk team at UBS.

Gregory Truman

Co-Chair of Networking
Gregory is a senior data scientist at Deloitte.

Olivia Bevacqua

Co-Chair of Best Practices
Olivia is a Vice President on the Global Diversity & Talent Management team at Citi. She also leads the Ally Engagement Committee of Citi’s NYC Pride Network.

Marisol Sternke

Co-Chair of Best Practices
Marisol is a compliance manager in the NYC Mayor’s Office of Minority and Women-Owned Business Enterprises (M/WBEs).

Mary Griseto

Co-Chair of Speaker Series
Mary is a member of Deutsche Bank’s graduate recruitment team, managing hiring and summer programs across various departments. She is also a member of the steering committee for her firm’s LGBTQ+ employee network.

Sam Bottorf

Co-Chair of Speaker Series
Sam works in fund operations at Pimco, providing trade support, and dealer and shareholder services.

Jake Wakuluk

Co-Chair of Membership
Jake is an associate analyst in the structured finance group at Moody’s Investor Services.

Jared Spencer

Co-Chair of Membership
Jared is an executive director in Corporate Communications at JPMorgan Chase & Co, where he advises leaders on employee communications and engagement.

Karine Louis

Co-Chair of Community Service
Karine is a special counsel at Federal Reserve Bank of New York.

Sarah Levitt

Co-Chair of Community Service
Sarah is a Director and Senior Counsel at Deutsche Bank.

Carolina Silva

Co-Chair of OPEN Finance Women+
Carolina runs an LGBTQ wealth management practice at Merrill Lynch. She’s on the Alliances Committee for the NYC chapter of the National Association of Women Business Owners; and on the alumni board at Wagner College where she plans and hosts alumni events in NYC, and is launching an LGBT alumni initiative.

Jen Ng

Co-Chair of OPEN Finance Women+
Jennifer is a Vice President in the Institutional Equities Division of Morgan Stanley and is also the co-chair of Morgan Stanley Pride Women’s 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.