Now is A GREAT time for Women in Wealth Management
WHITEPAPER: A Road Map for College Women Pursuing a Career in Wealth Management
Cheryl Nash
President
Fiserv Investment Services
Educate. Encourage. Inspire. Motivate. Achieve.
Discover, engage, and learn about the wealth management industry through the delivery of high quality content, activities, and experiential events.
Noreen Beaman
CEO
Brinker Capital
Nancy Camarata
Vice President
Managed Account Group
Neuberger Berman
Lori Hardwick
Former Chief Operating Officer
Pershing, a BNY Mellon company
Jean Hempel
Estee Jimerson
Managing Director
Head of Asset Manager Distribution
Envestnet, Inc
Robyn Pollack
Gender Diversity/Inclusion Consultant, Speaker, Attorney
Trellis Consulting
Tricia Rothschild
Head of Global Advisor and Wealth Management Solutions
Morningstar
Jill Steinberg
Managing Director & Partner
Jocelyn Wright
Stats: Why This Matters Now
Women compose 51% of the U.S. population, and not only outnumber men in graduating from college, but also represent the majority of the workforce.
Despite this statistic, the Bureau of Labor Statistics reports that women represent just 31% of U.S. financial advisors.
According to the CFP Board of Standards, currently, only 23% of Certified Financial Planners are women.
Women in financial services hold only 19% of senior level positions, 14% of board seats and 2% of CEO roles as reported in a PWC May, 2013 study.
Cheryl Nash, President of Investment Services, Fiserv, is leading theinitiative to inspire, educate and engage women with dedicated content through digital channels and experiential programs.
Join Us – Three Ways To Get Involved:
Sign Up For The Next EIOC Session
For a small time investment you’ll gain powerful insights into the wealth management industry. Contact your career counselor to sign up for the course. If your university is not currently participating, you can reach out to Jim Seuffert at or Tricia Baxter.
Join Cheryl’s Private LinkedIn Group
Once you complete the course, you will be invited to join Cheryl Nash’s LinkedIn Group. Be a part of a network of women empowering each other to succeed in the wealth management industry.
Access Videos of Women Leaders
Stay up to date with the women who are already making a huge impact in the industry. Learn from these women. Check out our video libraries for insights from Cheryl and other women leaders.
News: Women In Wealth
March is Women’s History Month
Happy Women’s History Month! Women make history everyday of every month. Declared in March 1987, Women’s History Month has been designated worldwide to highlight those who have broken barriers and changed the course of history. It is also recognized in March to create...
Trailblazers of Finance – Maggie Lena Walker
Maggie Lena Walker was the first women and first African American to charter a U.S. bank - St. Luke Penny Savings Bank in 1903. Maggie was born into poverty on July 15, 1864, in Richmond, Virginia, to parents who worked in the mansion of the abolitionist...
Envestnet Institute On Campus Recognized by Money Management Institute’s Opening Doors Breaking Barriers Award
Feb. 16, 2022 We are honored to announce that we won the Money Management Institute’s Opening Doors Breaking Barriers Award! This award recognizes the demonstrable progress in diversity, equity, and inclusion through leadership, innovation, and deep, proactive...