Women In Wealth Management

Leadership Team 

Eileen Hayes, Chairwoman

 

Eileen, Vice President, Asset Manager Relationship Management, is responsible for deepening relationships with Asset Managers across the Envestnet suite of services, and ensuring that these managers have the tools, training and knowledge they need to be successful distributors throughout the Envestnet ecosystem. Her duties include identifying best-in-class managers for Envestnet’s platform, facilitating strategic engagement with asset managers and advocating industry best practices.

Prior to joining Envestnet, Eileen focused on Institutional Distribution and Business Development for U.S. Boston Capital Corp, Contravisory Investment Management, and Advisors Asset Management. Eileen received her BS in Finance from Bryant University and served roles such as President of Student Senate and Chair of the Regional Alumni Council both in New York and MassachusettsLearn more>

Mentorship Community

Melissa Couch, Assistant Director, Advisory Products and Platforms

Melissa, is a results-oriented investment professional with broad ranging management experience in strategic planning, product development, compliance, compensation, finance, sales and operations.  She has 25 years of experience in established financial services firms with a focus on investment advisory and managed accounts.  Melissa brings a wealth of expertise, such strengths in areas like; Envestnet, custodial integrations and pricing, mergers and acquisitions (M&A), profit and loss reporting (P&L), and overall financial strategy.

Prior to joining Principal in late 2019, Melissa transitioned to Advisor Group when Signator Investors was acquired in 2018, where she led a team supporting the Envestnet platform.  At Signator, she was the Director of the Corporate RIA and responsible for the oversight of the daily processing and operations as well as the primary contact for all vendors on the platform.

At Principal Securities, Melissa is the Assistant Director of Advisory Products and Platforms.  She maintains the partner relationships, negotiates selling agreements, handles the addition of products and participates in overall strategy.

Melissa holds a Master of Business Administration in Finance from Northern Kentucky University and Bachelor of Arts in Political Science from Gettysburg College.  She is an AIF and holds her FINRA Series 6, 7, 24, 63 and 66.  She is a member of the Principal Women’s Financial Network. Learn more>

 

Erin Cummings, Investment Product Consultant

Erin, is an investment professional with over 10 years of experience in the broker-dealer and investment advisory product space. Erin is currently an Investment Product Consultant with MML Investors Services. In this role, she is responsible for the maintenance and development of the Corporate RIA product shelf. She also acts a primary relationship manager for MMLIS’ strategic partners.

Prior to joining MMLIS, Erin held several positions at Signator Investors Inc, the former broker-dealer subsidiary of John Hancock. In those roles, she served as a Product Manager for the Advisory, Annuity and Alternative Investment space and as an Operations Consultant supporting the Advisory programs. During that that time she was awarded the Star of Excellence in 2016, a premier recognition program that honors top achievers from around the world for their dedication and outstanding contributions to John Hancock/Manulife.

Erin earned her Bachelors of Science in Economics-Finance from Bentley University. She currently holds FINRA Series 7 and 66 licenses. Learn more>

Gina Iadanza, Director, National Accounts

Gina, serves as Director of National Accounts for FS Investment Solutions, FS Investments’ wholly owned broker-dealer subsidiary. In this role, she focuses on building strong partnerships and promoting sales with firms in the broker-dealer and RIA channels. She also manages the firm’s participation in events such as national conferences, workshops and education forums.

Previously, Ms. Iadanza served as an Internal Sales Consultant supporting the Great Lakes territory and began her career at the firm as a Sales Associate for the Great Lakes territory.

Ms. Iadanza is a graduate of Drexel University with a BS in both Finance and Marketing from the Lebow School of Business. She holds Series 7 and 63 FINRA licenses. Learn more>

 

Jordan Lynch, Associate Director, Client Relationship Service

Jordan, is responsible for working with Relationship Managers to manage research relationships and strategic efforts relating to Lord Abbett’s key distribution partners to develop new business, retain assets, increase flows and product/platform placement and sales.

Ms. Lynch joined Lord Abbett in 2013. Prior to her current role, she served as Consultant on the Advisor Solutions team collaborating with the firm’s Senior Regional Manager teams to support long-term client relationships.

Prior to that, she served as Advisor Consultant providing financial advisors and their clients with support regarding Lord Abbett’s mutual funds, separately managed accounts, and business retirement plans and later Client Service Specialist. She has worked in the financial service industry since 2013.

She earned a BA in economics and business from Lafayette College. Learn more>

Education Community

Mara Derderian, Director, Financial Planning Program/Finance Department, Lecturer


Bryant University

Alaina Giampapa, Senior Vice President, Financial Institutions Group

Alaina,  Giampapa is a Senior Vice President for the Financial Institutions Group at Natixis Investment Managers – U.S. Distribution. In this role, she is responsible for developing relationships at the corporate level with Key Account Partners in the Wirehouse Channel and manages a team that helps her in those efforts. Prior to joining Global Relationships in 2007, Ms. Giampapa served as a Regional Director at Natixis in Southern Florida where she started in 2004. Prior to joining Natixis, she served as an investment associate at Tucker Anthony and an internal wholesaler at Guardian. Ms. Giampapa holds a BA from Bowdoin College, where she double-majored in economics and sociology. She earned her MBA from the Questrom School of Business at Boston University in 2017. Ms. Giampapa is FINRA Series 7, 66 and 24 certified. Learn more>

Shannon Larson, Senior Vice President, Platform Management and Product Development

In this enterprise role, Shannon is responsible for strategic leadership and oversight of all wealth management platforms and product diligence, in addition to product management and development.  Her role also includes aligning the best products, platforms, and talent among the expanded Advisor Group network.

Shannon has over 20 years’ experience in driving growth at financial advisory firms. Prior to assuming her current role, Shannon served as Advisor Group’s SVP, Product Management and Development, where she was responsible for aligning Wealth Management product solutions throughout the organization— including the sales organization, product diligence, research, and external Distribution partners.

Before joining Advisor Group. Shannon was with Eaton Vance, a global asset management firm based in Boston, where she served first as VP, Director of Retail Distribution, and later as VP, Senior Global Relationship Manager. Earlier she was with Cetera Financial Group as VP, Wealth Management Marketing, and previously held similar leadership roles at LPL Financial Services, and Fisher Investments.

Shannon earned a Bachelor of Arts degree in International Business from San Diego State University. She is certified by FINRA as a General Securities Representative (Series 7) and also holds a Series 66 license. Learn more>

Catherine Noonan, Director, National Accounts

Catherine, is a director, national accounts for MFS Fund Distributors, Inc., a subsidiary of MFS Investment Management® (MFS®). Her responsibilities include managing the firm’s Morgan Stanley and Bank of America Merrill Lynch account relationships. Catherine joined MFS in 2007 as a marketing associate in Dealer Relations. Since joining the firm, she has held several sales and sales leadership roles, which have included positions as a senior sales training specialist, an internal sales manager and most recently as a national accounts manager. She was named to her current position in 2018. Catherine earned a Bachelor of Arts degree in communication from Arizona State University. She holds Series 6, 26, 51 and 63 licenses from the Financial Industry Regulatory Authority (FINRA). Learn more>

Career Community

Katie Baker, CRPC®, Senior National Account Manager and Model Delivery Lead

Katie, began her career at John Hancock in 2008. She has been an internal wholesaler, an external wholesaler and is currently a Senior National Account Manager and Model Delivery Lead. Katie is responsible for managing day to day operations at national broker dealers, TAMPs and model marketplaces on behalf of John Hancock Investment Management. Katie also has a working role on the growing model portfolio team at John Hancock Investment Management and is an active speaker for the firm at national conferences and webinars.

Prior to John Hancock, Katie came from Norbury Financial, a firm that helped manage the research process for institutional investors to help them make faster, better-informed investment decisions. Katie also worked in the medical device industry where she covered the Boston, Massachusetts area. Katie graduated from Merrimack College in 2003 with a B.S. in Biology/Pre-Medicine.

She holds her Series 6, 7 and 63 as well as her CRPC. Outside of work Katie is a board member on the Boston Children’s Hospital Family Advisory Council as well as the Boston Children’s Hospital Emergency Department Advisory Council. Learn more>

Amy Estrada, Senior Manager, Individual Markets Operations


Park Avenue Securities

Gail Goulet, Director, National Accounts, Institutional Sales

Gail, is a Senior Director of National Accounts in the Intermediary Channel supporting Schwab Asset Management™. Ms. Goulet is responsible for developing and managing relationships with broker-dealers, platforms, TAMPS, and model providers.

Prior to joining Schwab in 2018, Ms. Goulet was a national accounts manager with SEI Investments, responsible for developing and maintaining numerous strategic relationships with providers of financial advisory, investment consulting, and investment management services. Previously, Ms. Goulet was the director of national portfolio management for Coventry. In this role she led the brokerage group, establishing and growing this business nationwide through partnerships with key market players in core distribution channels. Ms. Goulet also worked in relationship management and business development roles for Lincoln Financial, Allianz, and JP Morgan Chase.

Ms. Goulet earned Bachelor of Arts degrees in communication and religion from Denison University. She holds Series 7, 63, and 66 licenses. Learn more>

 

Eileen Hayes, Vice President, Asset Manager Relationship Management

Eileen, Vice President, Asset Manager Relationship Management, is responsible for deepening relationships with Asset Managers across the Envestnet suite of services, and ensuring that these managers have the tools, training and knowledge they need to be successful distributors throughout the Envestnet ecosystem. Her duties include identifying best-in-class managers for Envestnet’s platform, facilitating strategic engagement with asset managers and advocating industry best practices.

Prior to joining Envestnet, Eileen focused on Institutional Distribution and Business Development for U.S. Boston Capital Corp, Contravisory Investment Management, and Advisors Asset Management. Eileen received her BS in Finance from Bryant University and served roles such as President of Student Senate and Chair of the Regional Alumni Council both in New York and Massachusetts. Learn more>