Suzanne Siracuse and her team from Investment News continued in the tradition of honoring women leaders within financial services at the 3rd annual Women to Watch awards luncheon in New York City on March 13, 2018.
Intended to provide visibility and inspiration to women within the industry, this year’s awards recognized Peggy Ruhlin for the Alexandra Armstrong lifetime achievement award and Rianka Dorsainvil for the rising star award. In addition to those, 20 other women were chosen to receive a Woman to Watch award based on rigorous and demanding criteria.
This demonstration of women’s accomplishments and the industry’s ability to recognize them reminds us all to continually strive to help shape the future, insert diversity to financial services and demonstrate successful leadership behavior.
As someone who has worked in the financial industry for 20 years, I want to offer congratulations to the well-deserved award recipients and thank you for sharing your perspectives on staying true to your principles, despite the many challenges, and for continuing to make a difference and inspiring others to do the same.
Luncheon attendees from left to right: Luisamaria Ruiz Carlile (Veris Wealth Partners), Pegeen Channell (Xtiva Financial Systems), Lori Missig (Northern Trust Securities) and Krystal Fatolitis (Campio Partners)
Bella Allaire
Executive Vice President of Technology and Operations, Raymond James & Associates
Noreen Beaman
CEO, Brinker Capital
Erin Botsford
Founder and CEO, Botsford Financial Group
Karyn Cavanaugh
Senior Market Strategist, Voya Investment Management
Marguerita Cheng
Chief Executive, Blue Ocean Global Wealth
Diane Compardo
Partner, Moneta Group Investment Advisors
Lisette Cooper
Founder and Managing Partner, Athena Capital Advisors
Rianka Dorsainvil
Founder, Your Greatest Contribution
2017 Rising Star Award recipient
Marie Dzanis
Head of Intermediary and Wealth Distribution, Northern Trust Asset Management
Adena Friedman
President and CEO, Nasdaq Inc.
Tish Gray
Wealth Advisor, Sagemark Consulting
Sheila Jacobs
Associate Manager – Vice President Northern New Jersey Market, Wells Fargo Advisors
Susan John
Founder and President, Financial Focus Inc.
Sacha Millstone
Senior Vice President of Investments, Millstone Evans Group of Raymond James
Marilyn Mohrman Gilis
Executive Director, CFP Board Center for Financial Planning
Cheryl Nash
President, Investment services, Fiserv
Christine Nigro
Vice Chairwoman, AXA Advisors
Rene Nourse
Founder and CEO, Urban Wealth Management Group
Rita Robbins
Founder, Affiliated Advisors
Peggy Ruhlin
Chief Executive, Budros Ruhlin & Roe
2017 Alexandra Armstrong Award recipient
Mary Sterk
President and CEO, Sterk Financial Services
Debra Wetherby
Founder and CEO, Wetherby Asset Management
Pegeen Channell is Vice President, Professional Services at Xtiva. You can reach her at pchannell@xtiva.com.
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