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.
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Matthew Toole

Co-Chair, and Co-Chair of Marketing
Matt is a Director in the Deals Intelligence team at Thomson Reuters.
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Jon Tilli

Co-Chair
Jon Tilli works at Deutsche Bank.
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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.
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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.
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Matthew Toole

Co-Chair, and Co-Chair of Marketing
Matt is a Director in the Deals Intelligence team at Thomson Reuters.
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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.
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Carlos McGrath

Co-Chair of Networking
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Chester White

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

Co-Chair of Best Practices
Richard is a Director in the Compliance Department at DTCC, responsible for anti-money laundering (AML) compliance and employee trade monitoring.
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Michael Wilhelm

Co-Chair of Best Practices
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Zachary White

Co-Chair of Membership
Zachary is a Finance & Risk Management Consultant at Accenture Consulting. He works in the Regulatory and Compliance practice, helping financial services clients respond to the challenges and risks of operating in a global regulatory environment.
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Patrick Kennedy

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

Co-Chair of Speaker Series
Andrea is the Latin American Head of the Office of Legal Obligations, and oversees the Regulatory Change Management Team at JPMorgan Chase & Co. She is on the leadership team for JPMorgan’s Pride Tri-State group, and established JPMorgan’s Mexico Pride chapter.
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ETHAN PAN

Co-Chair of Speaker Series
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Genesis Garcia

Co-Chair of Community Service
Genesis is a Vice President in the Global Strategy, Marketing & Communications group at Pershing LLC, a BNY Mellon Company.
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Veronica Henry

Co-Chair of Community Service

Our history

We're celebrating a full decade of helping to keep the financial services industry at the forefront of LGBT diversity and inclusion.

Get in touch

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