Women in Wealth Management

 

An extraordinary initiative for women interested in a career in wealth and asset management

Women in Wealth Management

An extraordinary initiative for women interested in a career in wealth and asset management
Our Mission

Led by successful and celebrated women leaders in the industry, the mission of Women in Wealth Management is to create awareness , educate, and support women in the wealth and asset management industry.

 Creating Awareness

  • Often, women are not aware of the wide range of career opportunities offered within the industry. We shine a spotlight on a multitude of roles that seek unique, specialized skill sets, including some of the lesser-known areas that help this industry operate and thrive. 
  • We want women to experience the rewards of the industry. We are also on a mission to clear up any misconceptions! The fact is, wealth management professionals help people plan and save to meet their financial goals and prepare for the future. It really is a noble profession.

Educating 

  • Women in Wealth Management continually posts fresh content—white papers, blogs, podcasts and articles—all targeted specifically to women who are interested in learning more about wealth management, and perhaps, will pursue a career in this rewarding industry.  

Supporting

  • Women in Wealth Management provides an enriching mentorship program that matches college women mentees with dedicated industry professionals who are committed to informing, guiding and supporting their students. Mentees tell us they appreciate the focus on their unique priorities, the resources we provide, and the resume, LinkedIn and the interview preparedness they receive from their Women in Wealth Management mentors.
  • Once the course is completed, women are invited to join Cheryl Nash’s private Women In Wealth LinkedIn group, a network of incredible women who encourage and empower each other every day to succeed in this great industry.

 

Listen to Cheryl Nash explain how the Women in Wealth Management Initiative is helping young, driven women create a career in the financial services industry.

 

Cheryl Nash, as Chief Executive Officer of Tegra118, an established and trusted leader in wealth technology, I drive the strategic vision for our award-winning wealth tech solutions. I ‘grew up’ in this industry and have held roles in nearly every business functional area, giving me true insight and appreciation for the contributions of the talented individuals I now lead. I deeply value the enduring relationships I’ve cultivated over the years and am committed to pushing the boundaries of what’s expected in wealth management with future-forward technology innovation. As a passionate advocate of diversity and inclusion, I am dedicated to doing my part to drive positive change by educating, empowering and championing others. Learn More >

Cheryl Nash, Board Member & Sponsor

Tegra118

Who We Are

Women in Wealth Management Leadership Team

Nancy Camarata_resized150x150Nancy Camarata

Vice President Managed Account Group

Neuberger Berman

Jean A. Heath, CIMA® 

Managing Director; Head of Asset Manager Network, Manager Solutions,

Envestnet, Inc

Estee Jimerson estee-jimerson_resized150x150

Chief Executive Officer

PFS Investments

robyn-pollack_resized150x150Robyn Pollack 

Gender Diversity/Inclusion Consultant, Speaker, Attorney

Trellis Consulting

Did You Know?
Women represent 51% of the population but only 16% of the financial advisor headcount, according to the U.S. Census Bureau
There is an uptick in female rookie advisors which could indicate a positive trend toward an even gender distribution.

Cerulli | ThinkAdvisor, ’17

Women in Wealth Management Mentorship Program

Jean Heath, MD Head of Asset Manager Network, Manager Solutions, at Envestnet, outlines how the Envestnet Institute On Campus program and the Women in Wealth Management Mentorship program are educating, inspiring, and motivating young women to pursue and achieve a successful career in the wealth management industry.

Now in it’s third year, the Women in Wealth Management mentoring program is for women who have completed the requirements of the Envestnet Institute On Campus program. The program is open to students who are planning to graduate in May 2020.

Objective

The objective of the Women in Wealth Management Mentoring program is to promote relationships between students interested in asset and wealth management with respected leaders in the industry. The rewards are mutually beneficial! In addition to the multitude of benefits our students gain from partnering with their mentor, our Women in Wealth Management professionals welcome the fresh perspectives and ideas from their students through reverse mentorship.

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