Women in Wealth Management

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

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

Nancy Camarata

Nancy Camarata_resized150x150

Vice President
Managed Account Group
Neuberger Berman

Lori Hardwick

Former Chief Operating Officer
Pershing, a BNY Mellon company

Jean Hempel

Managing Director

Enterprise Services

Envestnet, Inc.

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

Jill Steinberg

2017 Jill Steinberg150x150
Managing Director & Partner

Beacon Pointe Wealth Advisors

Jocelyn Wright

Assistant Professor
Women Studies
The American College

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...

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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...

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Companies with higher levels of gender diversity and with HR policies and practices that focus on gender diversity are linked to lower levels of employee turnover. 4

We have an obligation and a responsibility to be investing in our students and our schools. We must make sure that people who have the grades, the desire and the will, but not the money, can still get the best education possible.

~Barack Obama



Strive not to be a success, but rather to be of value.
~Albert Einstein


The beautiful thing about learning is that no one can take it away from you.
~B.B. King