Women Advisor Summit 2023 | Investment News | 8 November 2023 | Tribeca Rooftop + 360°, 10 Desbrosses St, New York, NY 10013, US
Venue
Tribeca Rooftop + 360°
Tribeca Rooftop + 360°, 10 Desbrosses St, New York, NY 10013, US
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| Event Date | Wed Nov 8 EST (about 1 year ago) |
| Location |
Tribeca Rooftop + 360°
10 Desbrosses St, New York, NY 10013, US |
| Region | Americas |
Details
Invites female financial advisors and firm leaders, along with their allies, An event dedicated to the growth and success of women in financial advice. Since 2015, it has created a unique forum where female advisors can connect and learn about the latest ideas in practice management, career growth, and industry trends. Attendees return to their practice inspired with practical ideas, new tools, and valuable new connections.
Speakers
2022 Past Speakers
MODERATORS:
Tracy Schwartz
Interim Director - Master's in Wealth Management Program, Columbia University - School of Professional Studies
Juli Wilder
Head of Practice Management, Thrivent Advisor Network
SPEAKERS:
Carolyn Armitage, CFP, CIMA
President, Thrivent Advisor Network
Joanne Cleaver
Diversity, Equity & Inclusion Editor, InvestmentNews
Stephanie Bogan
Chief Possibility Officer, Limitless Advisor Coaching
Kellan Brown
Vice President, Business Development & Strategic
Partnerships, Finance of America Reverse
Amy Hart Clyne, CFP
Chief Knowledge & Learning Officer, Pitcairn
Sophia Duffy, JD, CPA
Associate Professor of Business Planning, The American College of Financial Services
Kamila Elliott, CFP
CEO and Founder, Collective Wealth Partners
Terri Grubb
Senior Director, Advisor Group, CAPTRUST
Jean Heath, CIMA
Managing Director, Head of Asset Manager Network, Envestnet
Jennifer Huisking, CFP, ChFC
Vice President, Goldman Sachs Personal Financial Management
Heather Kelly, CLU, ChFC, RHU
Senior Vice President, Advisory and Strategic Accounts, Allianz Life
Carole Laible
CEO, Domini Impact Investments
Penny Phillips
Co-Founder & President, Journey Strategic Wealth
Ellen Rogin, CPA, CFP
Abundance Activist, Create Great
Pamela Sams
Financial Advisor, Jackson Sams Wealth Strategies
Catherine Seeber, CFP, CeFT
Vice President, Financial Advisor, CAPTRUST
Meg Vecchi, CLU
Head of Practice Development, Agency Distribution, Guardian Life
Dana Wilson
CEO and Founder, CHIP
Sponsors & Partners
2023 Sponsors
SILVER SPONSORS:
• charles SCHWAB
• Commonwealth
• Fidelity Investments
• Guardian
SUPPORTING SPONSORS:
• Coach360
• EQUITABLE