Women Adviser Summit 2018 - Boston | Investment News | 10 July 2018 | The Colonnade Boston Hotel, 120 Huntington Ave, Boston, MA 02116, US
Venue
The Colonnade Boston Hotel
The Colonnade Boston Hotel, 120 Huntington Ave, Boston, MA 02116, US
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| Event Date | Tue Jul 10 EDT (over 6 years ago) |
| Location |
The Colonnade Boston Hotel
120 Huntington Ave, Boston, MA 02116, US |
| Region | Americas |
Details
For over five years, the Women Adviser Summit has hosted over 1,600 women across the country with the goal of investing in their business, their brand and themselves, all while collaborating and networking with like-minded peers. Join in on the experience!
Speakers
2018 Speakers:
Bella Loykhter Allaire
Executive Vice President of Technology and Operations, Raymond James & Associates
Jennifer Bacarella
Director of Firm Development, Sigma Financial Corp.
Colleen Bell
Vice President, Fiduciary Services and Chief Fiduciary Service Officer, Cambridge Investment Group
Wendy Benson
Head of Wealth Management, MassMutual Financial Advisors
Hannah Buschbom
Co-Founder, The W Source
Mary Beth Franklin, CFP
Contributing Editor, InvestmentNews
Theresa Gralinski
Director of Marketing, InvestmentNews
Kate Healy
Managing Director, Generation Next, TD Ameritrade Institutional
Finka Jerkovic
Leadership Empowerment Coach, Personal Development Mentor, FINKA Communications Inc
Maz Kamaruddin, MBA
Head of Diversity Markets, AXA
Kathleen Burns Kingsbury
Wealth Psychology Expert, Author and Founder, KBK Wealth Connection
Kathleen McQuiggan
Special Adviser on Gender Diversity, Center for Financial Planning Certified Financial Planner Board of Standards, INC
Michael Natale
Head of Intermediary Distribution, Northern Trust Asset Management
Suzanne Siracuse
VP/Publisher, InvestmentNews
Jocelyn D. Wright
State Farm Chair for Women and Financial Services, Assistant Professor of Women's Studies
Leslie Yambao Tabor
Managing Director – Advisor Services Business Consulting & Education, Charles Schwab & Co. Inc.
Joni Youngwirth
Managing Principal, Practice Management, Commonwealth Financial Network
Sponsors & Partners
2018 Sponsors:
PREMIER:
• AXA Advisors
• Cambridge Investment Group, Inc
• Cetera Financial Group
• Commonwealth Financial Network
• Edward Jones
• Great-West Financial
• New York Life Insurance Company
• OppenheimerFunds
• Raymond James
• Schwab Advisor Services
• Sigma Financial Corporation Parkland Securities, LLC
• TD Ameritrade
SUPPORTING:
• Advisor Group
• Envestnet | Tamarac
• FlexShares
• Live Oak Bank
• MFS Investment Management
• Northern Trust Asset Management
• The W Source
COCKTAIL RECEPTION:
• Asset Mark