"I'm a firm believer

in a 'work hard,

play hard' mentality."

Vanessa%20Wieliczko

Vanessa Wieliczko

Vanessa Wieliczko31

Director of investments and portfolio management, HoyleCohen

Fast Facts

  • First job: Pit at the New York Mercantile Exchange.
  • Wanted to be a journalist growing up.
  • Ideal dinner-party guests: her late grandmother, Malcolm Gladwell and Jimmy Fallon.

Vanessa Wieliczko started working for HoyleCohen, an independent RIA, after graduating college and right before the financial crisis hit.

She started as a client-relationship manager, and eventually built HoyleCohen's investment department from the ground up, and now leads it.

"I had to fight for it tooth and nail," she said. "It's not typical for firms to have a dedicated investment department."

Ms. Wieliczko is heavily involved in the CFA Society of San Diego. She currently serves as the group's head of programs, and is its youngest-ever president-elect. And she represented the organization at the 2015 International CFA Society Leadership Conference in Hong Kong.

She obtained her chartered financial analyst, chartered alternative investment analyst and certified financial planner designations by the time she was 30.

Ms. Wieliczko was introduced to the finance world during her time at Boston University, both during an internship at Newsweek in London, where she covered business news, and as a pit reporter at the New York Mercantile Exchange.

"It was an interesting way to get exposed to the world of finance," she said.

– Greg Iacurci