Women making a difference in financial services
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)
Executive Vice President of Technology and Operations, Raymond James & Associates
CEO, Brinker Capital
Founder and CEO, Botsford Financial Group
Senior Market Strategist, Voya Investment Management
Chief Executive, Blue Ocean Global Wealth
Partner, Moneta Group Investment Advisors
Founder and Managing Partner, Athena Capital Advisors
Founder, Your Greatest Contribution
2017 Rising Star Award recipient
Head of Intermediary and Wealth Distribution, Northern Trust Asset Management
President and CEO, Nasdaq Inc.
Wealth Advisor, Sagemark Consulting
Associate Manager – Vice President Northern New Jersey Market, Wells Fargo Advisors
Founder and President, Financial Focus Inc.
Senior Vice President of Investments, Millstone Evans Group of Raymond James
Marilyn Mohrman Gilis
Executive Director, CFP Board Center for Financial Planning
President, Investment services, Fiserv
Vice Chairwoman, AXA Advisors
Founder and CEO, Urban Wealth Management Group
Founder, Affiliated Advisors
Chief Executive, Budros Ruhlin & Roe
2017 Alexandra Armstrong Award recipient
President and CEO, Sterk Financial Services
Founder and CEO, Wetherby Asset Management
Pegeen Channell is Vice President, Professional Services at Xtiva. You can reach her at firstname.lastname@example.org.