Moving The Needle on Systemic Racism: Wealth Program

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MOVING THE NEEDLE on Systemic Racism Presented by

PART 6 Wealth JUNE 8, 2021 • 9:00 - 10:30 AM VIRTUAL


Program Welcome Dave Black Harrisburg Regional Chamber & CREDC

MOVING THE NEEDLE on Systemic Racism

Sponsor Remarks Paula Tinch Penn State Health

Moving The Needle on Systemic Racism: Wealth John Campbell Director of Business Owner Engagement, Wilmington Trust, M&T Bank Emerald Advisory Services™ Tracee Carter Realtor, Coldwell Banker Residential


About our speakers John O. Campbell

Director of Business Owner Engagement, Wilmington Trust, M&T Bank Emerald Advisory Services™ As part of the Wilmington Trust and M&T Emerald Advisory ServicesTM team, John leads Wilmington Trust’s business development initiatives in the minority business owner segment. With deep experience in fiduciary analysis, reporting, and risk management, he also advises the senior fiduciary leadership team, leading innovative projects designed to enhance the delivery of fiduciary services across the organization. John joined M&T Bank in 1986, which acquired Wilmington Trust in 2011. He has more than three decades of experience in the wealth management industry. He holds an MBA from Pennsylvania State University and a bachelor’s degree in business administration from Bucknell University. He is a graduate of the Central Atlantic School of Trust and has attained the CERTIFIED FINANCIAL PLANNER™ designation. John also holds the FINRA Series 24, 7, & 66 Securities licenses and the Pennsylvania Life, Accident, and Health Insurance license. He is recognized as a strong community advocate and is on the board of the McCormick Family Foundation, Kline Foundation, Harristown Development Corporation, and the Boys and Girls Club of Harrisburg. He is also the chair of the 2020 United Way Campaign of the Capital Region in Pennsylvania.


Tracee Carter

Realtor, Coldwell Banker Residential Tracee Carter believes homeownership is the greatest form of building wealth and leaving a legacy. Her number one priority is becoming an advocate for her clients; they become part of her family and she strives to achieve their goals. As her client, expect daily updates on the status of your home, what to expect next, and current market activity. Whether you prefer face-to-face meetings, phone calls, texting, or email, she s happy to accommodate to make you feel comfortable. Tracee bases her greatest accomplishments as a REALTOR upon the growth in families after the purchase and the enjoyment homeownership brings. Whether she is assisting first-time homebuyers, seniors looking to downsize, or facilitating the sale of multiple properties in a year for an investor, Tracee's real estate career is centered on making your dreams come true.


Diversity Advocate

Diversity Ambassadors

Diversity Allies

Dauphin County Department of Community & Economic Development UPMC

Diversity Supporter Penn National Insurance

Diversity Patron

McNees Wallace & Nurick LLC

Thank you to our sponsors

Diversity Leaders



Highmark is an organization that’s mission-driven and leads by example. Fundamental to our mission is a strong commitment to diversity and inclusion, as well as helping to address social and health inequities. Differences — whether by race, ethnicity, gender, sexual orientation, religion, customs, perspectives, or experience — reflect the communities we serve, make us stronger and more capable to meet the diverse needs of our members, patients, and customers. Inclusion enables innovation, which will ultimately help us to build a health system that works better for all. Highmark continues to build better pathways for personal development opportunities, so that employees of color can grow into leadership roles. We continue to take the talent seriously—not just by filling seats—but instead providing competitive employment and development that gives all employees opportunity to succeed and feel a sense of purpose.

A message from our sponsor

In 1999, Highmark established its Diversity & Inclusion Committee Board, one of the few committees of its kind among major corporations in the U.S. Additionally, the Inclusion Advisory Council, a diverse body of more than 40 executive leaders from all parts of the enterprise, are committed to fostering diversity and inclusion in the workplace. Highmark has 8 Business Resource Groups, with nearly 2000 members, that engage employees in the workplace and community, and support retention. The BOLD (Black Organization for Leadership and Development) Business Resource Group supports the strategic initiative to empower black employees in achieving great business results for the workplace, marketplace, and community. In addition to Highmark Health’s award-winning supplier diversity program in which we contract with minority owned businesses, we have also recently launched a provider supplier diversity program to ensure diversity at all levels of our clinical providers. Highmark is a mentor in Governor Tom Wolf’s Mentor-Protégé program for diverse suppliers. For more information, visit highmarkhealth.org/hmk/responsibility/diversity.shtml



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