Women making a difference in financial services

Author photo
by Pegeen Channell on March 15, 2018

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)

 

2018 Women to Watch Winners

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.