Now is A GREAT time for Women in Wealth Management
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.
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
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
On the most-recent edition of “Walk the Talk,” Bloomberg’s Jordyn Holman discussed Goldman Sach‘s diversity initiatives with Bloomberg’s Scarlet Fu and Lisa Abramowicz on “Bloomberg Markets.” Approximately 40 percent of entries into...
Two leaders of the Envestnet Institute on Campus Women in Wealth Management team were recently honored for their efforts as women within the industry. Cheryl Nash, President of Investment Services at Fiserv and Noreen Beaman, Chief Executive Officer at Brinker Capital...
The Envestnet Institute On Campus (EIOC) proudly published its first-ever Annual Report this week. After much success between inception in 2015 and the end of 2017, the program has gone beyond effective measure and is thrilled to show stakeholders the progress of its efforts.