Senior Vice President, Managing Director – Delaware Valley Complex Raymond James & Associates
After earning his degree in economics from Colgate University, where he also was an all-conference player and captain of the football team, Tony Barrett entered the financial industry as a Mergers & Acquisitions Analyst. He quickly realized that his love was for people and problem solving, not simply crunching numbers. He soon joined Merrill Lynch as a financial advisor trainee, and after a successful start to his advisory career, entered the management ranks at UBS. Tony served as in several leadership roles, including launching a diversity training program that sought out new and creative methods to hire and train a more diverse Financial Advisor population.
In 2009, Tony joined Raymond James to lead their wealth management efforts in Washington D.C., Virginia and Maryland. He has since assumed responsibility for the greater Philadelphia marketplace. In addition to his role leading the Delaware Valley Complex, Tony co-founded the Raymond James Black Financial Advisors Network in 2013, and maintains his position as the Chairperson of this group today.
During his tenure with Raymond James, Tony has been recognized as being a Top 100 Branch Manager by “On Wall Street” in 2017 and 2017, and earned the Raymond James Complex Manager of the Year award for 2017.
Lisa Sappenfield Boyer
Investment Advisor Representative and Owner, Boyer & Sappenfield Investment Advisors
Lisa Sappenfield Boyer is an investment advisor representative and owner of Boyer & Sappenfield Investment Advisors. She specializes in retirement income planning for accumulation and distribution. She also serves clients through financial planning needs including college funding, life insurance, and portfolio analysis. She is actively involved in various industry organizations including Women in Financial Services, the Financial Planning Association, and the East Central Illinois Estate Planning Association. She was chosen to be featured as one of 23 highly successful, dynamic women in the book, “Financial Service: Women at the Top.” Lisa earned a bachelor’s of science degree in Finance from Eastern Illinois University. She is a CFP® Professional and holds FINRA Series 6, 7, 24, and 66 licenses.
Director of Social Media Development, Sigma Financial Corporation and Parkland Securities, LLC
Using her bionic strength and amplified-listening strategies in social and digital marketing, Sheryl Brown has made it her mission to change how the financial services community is represented and doing business online. Sheryl serves as Director of Social Media Development at Sigma Financial Corporation and Parkland Securities, LLC, where her passion lies with helping their independent financial advisors amplify their thought leadership through social media and digital marketing strategies. Sheryl focuses on making Sigma and Parkland advisors hip, fresh, and relevant to today’s consumers through their use of social media. (She speaks compliance, too!) An international speaker, writer, and trainer, Sheryl has spoken at more than a hundred industry events and moderated panels with executives from Google, LinkedIn, Twitter, and more. You can find her most anywhere online as “BIONICsocialite” where she flexes her message of being bigger, better, and more BIONIC to Sigma and Parkland advisors across the United States.
Co-Founder, The W Source™
Hannah Buschbom, CFP®, CDFA™, has nearly a decade of experience in the financial services industry. During her career, she noticed the lack of a dedicated local female-centric network that could help her serve her clients and grow her business. Her search quickly developed into a passion to further the success of women in professional fields around the country. As both a Co-founder of The W Source™ and a Chapter Head for the Santa Barbara Chapter, Hannah is part of a growing nationwide network of female professionals. The company, which launched in September of 2017, is a referral network in which female professionals are able to connect, engage, and collaborate with other female professionals in their local area.
Martha Macken Elliott
Financial Advisor, Cetera Advisor Networks
Martha Macken Elliott is a Financial Advisor with Cetera Advisor Networks located at Mayo Employees Federal Credit Union in Rochester, Minnesota. Martha focuses on a thorough process with the aim of building wealth for her clients, while taking into account the need for preservation of their capital, growth for investments and income when needed.
Martha has been awarded the MVP Club in 2010, Chairman’s Club 2011, 2012 and “Top FID (Financial Institution Division) Representative” in 2013, 2014, 2015, 2016 and 2017 for Cetera Advisor Networks. She was also honored as one of “Financial Times” 400 Top Financial Advisors in 2016.
A life-long resident of Rochester, when Martha isn’t working, you will see her and her husband Brian and their two daughters boating or at sporting events.
Heather R. Ettinger
Founder, Luma Wealth Advisor
Heather Ettinger has devoted more than 25 years to the financial services industry. She specializes in helping clients and their families create strategic financial plans to guide them through life transitions, such as the loss of a spouse, divorce and job changes. She is widely recognized for her unwavering dedication to helping other women build their financial acumen and philanthropic legacy.
Heather co-authored two studies about women and their unique needs entitled “Women of Wealth: Why Does the Financial Services Industry Still Not Hear Them?” and “Women of Wealth: What Do Breadwinner Women Want?” Heather has been featured in many publications including The Wall Street Journal, Barron’s and Bloomberg and is a frequently-requested speaker for both industry associations and company women’s initiatives. For her impact on the financial industry and demonstrated willingness to share her experiences, she was honored on InvestmentNews’ inaugural “Woman to Watch” list in 2015.
Heather remains an ardent supporter of her alma maters including Dartmouth College, where she earned a B.A., and Laurel School for girls, where she now serves as an Emeritus Trustee. She is active with In Counsel with Women and the nationally recognized wealth management study group, Family Wealth Advisors Council. Currently, Heather serves on the Board of Directors of University Hospitals Health System and The Private Trust Company.
Heather lives in Shaker Heights, Ohio, with her husband, Jeff, and considers raising her three kids as her greatest accomplishment. In her free time, she can be found playing ice hockey, snow skiing and hiking.
An authentic change-maker and advocate, Heather’s theme song is "You Will (The OWN Song)” by Jennifer Hudson and Jennifer Nettles.
Director of Thought Leadership, Great-West Financial and Empower Retirement
Sasha Franger is the Director of Thought Leadership for Great-West Financial and Empower Retirement where she leads the strategy and execution of marketing programs that help build demand for retirement income from both advisors and their clients. Sasha believes that we do not just want to live longer but that we want to live well longer, and an important aspect of this is to have a plan for financial stability in retirement. Seizing the opportunity to build a thought leadership content program from the ground up, Sasha moved to Great-West Financial in April 2016.
With over 10 years of experience, Sasha started her career as an analyst with Lipper, a subsidiary of Thomson Reuters, where she created reports for Mutual Fund Company Boards. Just prior to joining Great-West, Sasha was a Marketing Manager at Jackson National Life Distributors. Sasha got her undergraduate degree at Vanderbilt University. She also has a Master’s degree in Political Science from Michigan State University. She holds a Series 7 and Series 63 licenses.
When she isn’t building new content for Financial Advisors, Sasha is a busy mom of two who enjoys going on family hikes. She is also known for constantly recruiting members of her team to join her at Toastmasters meetings.
Director of Marketing, InvestmentNews
Theresa Gralinski is the Director of Marketing at InvestmentNews, where she develops strategies and creative designed to grow the publication’s various events, sales, research and custom content initiatives. Theresa has more than 20 years of marketing and communications experience successfully creating and managing brands across a wide range of disciplines and industries—including automotive, pharmaceutical and financial services. Her favorite projects to work on include: women in finance, diversity and inclusion, next-gen hiring and financial literacy.
Theresa spent the first half of her career working for a full-service marketing agency before transitioning to managing corporate brands in-house. Theresa graduated from the University of Wisconsin-Madison with a degree in Journalism and Public Relations. She resides in the Chicago area with her husband and two teenage sons. As a busy boy mom, she relishes any opportunity to escape on a bike, a kayak or into a good book.
Managing Director, Generation Next, TD Ameritrade Institutional
Kate Healy is Managing Director, Generation Next, focused on advocacy for sustainability issues facing the RIA industry. Healy leads TD Ameritrade Institutional's NextGen and Women's Leadership Initiatives, which support the future of the profession through programs designed to raise visibility, provide support and resources to guide professional development of the next generation of advisors. She is a member of the Company’s Diversity & Inclusion committee.
Healy is widely recognized as a leading advocate for the next generation of financial planners, for women advisors and for the financial planning profession. Wealthmanagement.com named her to the 2018 “10 to Watch” list. In 2016, Investment Advisor magazine named Healy as one of the industry’s 25 most influential people. Healy was named to InvestmentNews' inaugural "Women to Watch" in 2015. Additionally, she was TD Ameritrade's 2014 Impact Award winner for Diversity and Inclusiveness.
She is a trustee for the Foundation for Financial Planning and a member of the Invest in Others board. Kate also is a founding member of the CFP Board's Women's Initiative (WIN) Council, the Center for Financial Planning's Advisory Council and a founding member of the Center’s Diversity Advisory Board.
Healy has spent more than 20 years in a variety of roles supporting the program development and marketing of financial and estate planning services in the financial planning industry.
Before moving to her full-time advocacy role in July 2017, Healy was managing director of marketing for TD Ameritrade Institutional, responsible for the development of marketing strategies and programs to help increase awareness and deepen relationships with nearly 5,000 independent RIAs that custody with TD Ameritrade Institutional.
Healy, who joined TD Ameritrade in 2008, previously served as a director of marketing responsible for promoting the firm's technology and investment products offerings, as well as supporting the firm's advocacy and client loyalty efforts.
Healy holds a Bachelor of Arts in Economics from Rutgers College and has completed the Securities Industry Institute program, sponsored by the Securities Industry and Financial Markets Association (SIFMA) at the Wharton School of Business.
Leadership Empowerment Coach, Personal Development Mentor, FINKA Communications Inc
Finka Jerkovic is a speaker, leadership coach and owner of FINKA Communications Inc. She works with professionals and organizations to help them discover their “signature leadership brand” using the Fascination Advantage® system. She is the Certification Program Director for How to Fascinate® and featured guest on Breakthrough Radio. Finka is the founder of The Daring Introvert, which offers programs that teach introverted leaders how to turn up the volume on their quiet ambition so that they can be heard in the boardroom, valued for their strengths and recognized for big assignments and promotions. She is lead creator of the Leadership and Loyalty Program at one of Canada’s largest financial services organizations. She spent 25 years in corporate Canada in the financial services industry, with roles in sales, leadership, human resources, strategy, training and development.
Maz Kamaruddin, MBA
Head of Diversity Markets, AXA
Based in New York City and with over 20 years’ experience in financial services industry, Maz Kamaruddin is the Head of Diversity Markets for AXA Advisors. Maz’s AXA Advisors career began in 2004 when she joined the Sales Implementation and Support team as its Chief of Staff. Since then Maz holds several positions working closely with AXA field force providing support and guidance for their practices.
Prior to joining AXA Maz spent five years at the MONY Group as the Marketing Manager and Director of Business Operations. In her current role Maz is responsible for the development and implementation of diversity strategies to penetrate and establish AXA as a key financial protection and wealth management provider in diverse markets. Maz also plays an important role in the retention of AXA advisors through diversity and inclusion (D&I) educational programs.
Maz is a member of AXA Diversity & Inclusion Advisory Council (DIAC) which guides the D&I strategy and drives the agenda for change. DIAC supports the strategic alignment of D&I to talent, culture, and marketplace. Maz is a member of various AXA Employee Resource Groups (ERG) such as the PARC ERG (Pan Asian Resource Council Employee Resource Group), HERO (Hispanic Employees Resource Organization), BLACC (Building Leadership And Cultural Connections), PRIDE (a LGBT resource group), CARES (Veterans resource group), AXA ABLE (group supporting employees/caregivers to individuals with disabilities/special needs), WOW (Women’s Outreach at Work), DPN (Developing Professionals Network) and AXA Family.
Maz is a member of the InvestmentNews Diversity & Inclusion Advisory Board whose mission includes a commitment to creating awareness around the importance of D&I in four key areas: recruiting, training, culture and communication. Maz is also an active member of LIMRA’s Diversity Marketing Committee and held the Chair position of the Committee in 2016.
Maz holds an MBA from University of New Haven, CT and a Bachelor of Science in Management Science from SUNY Binghamton, NY.
On a personal note Maz enjoys gourmet cooking and crafting. She, her husband Abdul, and daughter Liyana travel outside of continental United States every year to experience other cultures. As a family, they volunteer at the local soup kitchen and support the local small businesses.
Vice President and Director of Business Development, MFS Fund Distributors, Inc.
Susan Kay is a vice president and a director of business development at MFS Fund Distributors, Inc., a subsidiary of MFS Investment Management® (MFS®). She has been with MFS for more than 20 years. Susan has more than 30 years of experience in the financial services industry. In her role as a director of business development at MFS, she has traveled extensively, meeting on a daily basis with top advisors from a wide array of firms. She has been invited into their practices and learned about what has led to their success. She has asked advisors about how they market themselves, how they maintain visibility, how they treat their clients to a consistent five-star experience, how they get referrals effortlessly and how they have created raving fans out of their clients.
Kathleen Burns Kingsbury
Wealth Psychology Expert, Author and Founder, KBK Wealth Connection
A wealth psychology expert, founder of KBK Wealth Connection, host of the Breaking Money Silence® podcast, and an internationally published author and speaker. Breaking Money Silence: How to Shatter Money Taboos, Talk Openly about Finances, and Live a Richer Life is Kathleen’s fifth book.
Named one of nine amazing conference speakers in 2017 by InvestmentNews, Kathleen is a sought-after keynote speaker and consultant on the topic of women and wealth and couples and money. Her mission is to empower women, couples, and families (and the advisors who serve them) to shatter money taboos and communicate more effectively about financial matters.
As an expert on financial psychology, Kathleen has appeared on television and written for consumer and trade publications. Her work has been featured in The New York Times, The Wall Street Journal, PBS News Hour, Money Magazine, TODAY Money, Forbes, and CNBC.
Kathleen is an adjunct lecturer at the McCallum Graduate School of Business at Bentley University and a guest lecturer at the Personal Financial Planning program at Texas Tech University. She received an Undergraduate Degree in Finance from Providence College and started her career in retail banking before becoming a commissioned Bank Examiner with the FDIC. Due to her desire to coach executive management on improving performance, she attained a Master’s Degree in Psychology, became a Certified Professional Co-Active Coach, and founded her consulting firm, KBK Wealth Connection.
When she is not working, Kathleen is an avid alpine skier who lives for the next powder day. In the off-season, she enjoys mountain biking, kayaking, and laughing with her friends. She lives with her husband and her cat Avery, in the Mad River Valley of Vermont.
Special Adviser on Gender Diversity, Center for Financial Planning Certified Financial Planner Board of Standards, INC
Kathleen McQuiggan is the CFP Board Center for Financial Planning’s Special Adviser on Gender Diversity. A longtime advocate for advancing gender diversity in the financial services industry, she helps guide the Center’s Women’s Initiative (WIN) which undertakes efforts and campaigns to address the shortage of women in the financial planning profession. In this role, she works with the WIN Council and collaborates on existing programs, including the WIN-to-WIN mentoring program, WIN Advocates, “I am a CFP® Pro” and the Financial Planner Reentry Initiative. Kathleen is also a wealth advisor at Artemis Financial Advisors.
Senior Vice President, Investments, Millstone Evans Group of Raymond James & Associates
An investment manager with over $500 million in assets under management, 31 years’ experience and clients in 45+ states, Sacha Millstone is dedicated to helping her team’s clients attain their financial goals with a minimum of worry. As Senior Vice President, Investments with the Millstone Evans Group of Raymond James & Associates, she is a specialist in life transition planning.
She has developed areas of particular expertise working with families, women, LGBT clients and recipients of inherited wealth. An early advocate of socially responsible investing (SRI), now frequently referred to as environmental, social and governance (ESG) or Impact investing, Sacha is proud to be considered an expert in this worthwhile niche.
Sacha has offices in Boulder and Denver, Colorado and Washington, D.C. She is a member of the Raymond James Chairman’s Council, and Global Top 50. She is an honored recipient of the Investment News Women to Watch award 2018.
Sacha received her M.B.A. in Finance from George Washington University in Washington, D.C., and her B.A. in Economics from Earlham College in Richmond, Indiana.
A dedicated volunteer leader, Sacha is President of the Board of Funding the Future, an organization dedicated to teaching students about financial literacy through the unique delivery mechanism of live bands. Students first experience a live mini-concert followed by the artists describing their path to success, including rough patches, touching on important financial concepts such as budgeting, saving, credit scores, interest rates, compound interest, student loans and the dangers of predatory lending. Because of the ‘cool factor’ of the artists as speakers, students listen intently and absorb the lessons. Well over 100K students in 34 states have been served to date.
Senior Manager, Marketing, TD Ameritrade Institutional
Brooke has worked in the financial advisory business for over 20 years, focused mostly on helping advisors better understand their clients and build a strategic marketing program that drives new business and client loyalty. Since joining TD Ameritrade in 2011, she has focused on helping RIAs understand their unique business needs and leverage the tools and resources necessary for them to bring their business to the next level. Mostly recently she has turned her efforts to helping build awareness and adoption of the RIA model in the financial advisory space. This includes educating the next generation of financial advisors and their centers of influence on the benefits of the RIA model. Alongside her marketing career, she has committed herself to changing the face of the financial industry. She’s enthusiastic about almost everything but mostly about challenging this industry to become more flexible, authentic and transparent; a trend she thinks will elevate the advisor profession and attract new talent.
Suzanne Siracuse is a Vice President at Crain Communications and Publisher of InvestmentNews and Investmentnews.com where she oversees the business, editorial strategies, and operations for each brand. With a collaborative and entrepreneurial spirit, Siracuse has helped to make InvestmentNews the leading news source for financial advisers. Her leadership responsibilities include the newspaper, website, e-newsletters, webcasts, research, data, and conferences. Siracuse is also the publisher of Crain’s Wealth. In addition to these responsibilities, Siracuse helped to establish the Invest in Others Community Leadership Awards, which recognize financial advisers for giving back to their communities. She also serves on the board for the Invest in Others Charitable Foundation, is the current Retail Communications Award Chairperson of the RIIA, and is an active volunteer at the Animal Rescue Fund in East Hampton, NY.
Margaret C. Starner
Senior Vice President, Financial Planner, Raymond James & Associates
Margaret Starner is widely recognized as a pioneer in the financial planning industry. For nearly four decades, she has led the Starner Group of Raymond James & Associates, an invitation–only wealth management practice with over $1 billion in assets under management.
A graduate of Stanford University with a degree in economics, Margaret has been extensively quoted in various leading publications, including Barrons, Financial Times, Money, Fortune, and The Wall Street Journal. In January 2005, Margaret graced the cover of Financial Advisor magazine, which identified her as a "trailblazer" in the financial planning industry. Barron’s has identified Margaret as one of America’s Top 100 Women Advisors (2007-2018) and one of America’s top 1200 Advisors (2009-2018). Also, in 2008, Margaret was inducted into Research Magazine’s Advisor Hall of Fame. Margaret was also named to the Financial Times’ inaugural list of Top 400 Advisors in April 2013 and continues in 2018. In 2016-2018, Margaret was named to the Forbes list of America’s Top Wealth Advisors. Investment News honored Margaret with award to 2016 “Women to Watch”.
Throughout her career, Margaret has been a strong advocate for women in the financial services industry. In 1992, she helped found the Raymond James Women’s Advisory Board, an internal organization focused on fostering opportunities for women at Raymond James. In 2006, Margaret was recognized as the Raymond James Woman of Distinction. She is the Founder and Board member of the Women Leadership Alliance, organization to attract more women to be financial advisors.
Margaret is also a member of the Financial Planning Association, serves on the Executive board of John T. MacDonald Foundation since 1996 and as Chairman of the Board in 2008-10, and is a past member of the board of Trustees for the Securities Industry Institute. Prior to joining Raymond James in 1981, Margaret developed long-range plans for the Stanford Research Institute, the Ford Foundation, and United Airlines.
Vice President Advisor Services Client Strategic Solutions, Charles Schwab
Michelle Thetford is Vice President Client Strategic Solutions for Schwab’s Advisor Services business which provides custody, practice management and consulting services to nearly 7,500 independent investment advisory firms with $1.6* trillion under management. *Year-End 2017
In this role, Michelle is responsible for client support and managing complex issues while considering risk implications for Schwab and our clients.
Michelle and her team also lead the Complex Account Solutions Team, the Business Acceptance Team, the Premier Consultant team and Advisor Enrollment along with Alternative Investments and the internal supervision and risk management functions.
Michelle began her financial services career after graduating from Michigan State University when she moved to Minneapolis to join a regional brokerage firm.
During her time with this group of independent advisors, Michelle learned every facet of wealth management including corporate finance and hedge fund administration, along with the intricacies of a custodian platform. Most importantly, she learned the nuances of serving high net worth clients in a multi-family office.
Michelle joined SunAmerica Securities Inc., an AIG Financial broker dealer, in Phoenix in 1999 as Managing Director of Operations. She was promoted to Vice President of Operations in 2002 where she served three AIG broker dealers and had responsibility for operations while providing leadership to both the service and trading teams.
Michelle joined Charles Schwab in 2003 as Senior Manager of Compliance for Advisor Services. Michelle was promoted to Vice President, Compliance to lead the Advisor Services Compliance team in 2012. While leading the Compliance team she focused on fundamental compliance program elements, surveillance and fraud investigations related to advisors for the Advisor Services enterprise. Michelle joined the Advisors Services enterprise in May 2015 to assume her current role.
A problem solver by nature, Michelle credits much of her success with spending the first half of her career working directly with advisors. Having invested time early on working within a client-facing business gives her a unique perspective and guides much of how she leads today. Known for her ability to simplify complex issues, Michelle focuses on finding ways to serve clients in a world of increasing complexity and risk management.
Michelle’s credibility stems from her vast knowledge and experience, but what is most important to her is the fact that people trust her to always do what is right for the client. Michelle is proud to serve at Charles Schwab, where she finds it easy to surround herself with great people.
Michelle has a B.A. in Advertising from Michigan State University and holds the Series 24, 7 and 63 licenses. Michelle lives in Phoenix, Arizona.
President and CEO, Cambridge Investment Research, Inc.
With over 25 years of experience, Amy Webber’s commitment to independent advisors is demonstrated in her passion for delivering high level, personal service and leading management solutions. Webber’s personal interest lies with continually refining the independent broker-dealer model to best support the next generation of independent advisors – including creating innovative programs such as the Cambridge Source outsourcing program and the Cambridge Next Step® internship program. She served as chair for the 2016 Financial Services Institute Board (FSI), an advocacy organization for independent broker-dealers and their affiliated independent financial advisors, and in 2017 was elected to serve on the FINRA Board of Governors. In 2015, Webber was recognized as a ‘Woman to Watch’ by InvestmentNews magazine and was selected as a member of the IA25 by Investment Advisor magazine in 2018, 2017, 2014, and 2012.
Head of Diversity & Inclusion, OppenheimerFunds
James White joined OppenheimerFunds as Head of Diversity & Inclusion in late September of 2015 where he is tasked with leading the execution and ongoing development of a multi-year strategy to establish inclusion as a core value and competitive advantage for the firm. Implementation of this strategy entails establishing an ongoing change management process with targeted programs and effective governance in order to yield measurable, impactful results.
James began his career at Merrill Lynch where he spent 15 years in Human Resources, working primarily in Talent Management leading various efforts geared toward the development of diverse talent.
In 2010, James joined Credit Suisse as the Human Capital Project Lead for the Investment Bank where he helped to create and lead human capital committees in the Equities, Fixed Income, and Investment Banking Departments. On each committee, James developed Diversity & Inclusion sub-committees to focus on attracting, developing, and retaining diverse talent. With an increased focus on the impact of these diversity initiatives, in 2013 he joined the Credit Suisse Americas Diversity & Inclusion team. In this role, he provided strategic consulting and thought leadership on creating an inclusive culture, believing that, through inclusion, companies can create a more diverse workforce that drives innovation and therefore, business results.
James currently serves on the PFLAG Business Advisory Board, an LGBTQ advocacy organization. He was recently elected President of the Board of Directors of Amas Musical Theatre, a theatre company that works to amplify the voice of diverse communities through the performing arts, providing educational and professional development opportunities for both youth and adults. James is also an off-Broadway theatre producer.
Regional Vice President, New York Life
Haley Wilkes is a Regional Vice President for New York Life – responsible for third party annuity distribution in Colorado, Idaho, Montana, New Mexico, Utah and Wyoming. Haley’s biggest priority is building a trusting relationship with the Financial Advisors she partners with to offer their clients more security in retirement using New York Life’s solutions.
Haley has earned her Retirement Income Certified Professional® designation to better assist Financial Advisors with their clients’ retirement income planning needs. She has previously worked for Charles Schwab and Transamerica and holds a BA degree in Economics from Colorado State University in Fort Collins, CO.
As a Colorado native, Haley enjoys everything Colorado has to offer including hiking and running outdoors. She and her husband, Dan, are thrilled to be new parents to their son, Jack, born in May 2017.
"What I appreciated most, was that each session contained suggested actions that I can implement right away."
“…lovely to be in a room of like-minded advisers who want to grow their practice in a positive, mindful way.”
“…it has been a long time since I spent a whole day at a conference and walked away saying that it was worth my time to be there.”
"It was great to walk into a summit that was not all men and a handful of women. Better yet, the women were all different ages."
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!
Chicago | Boston | Denver | San Francisco
BOSTON: July 10
Location: The Colonnade Hotel120 Huntington Ave, Boston, MA 02116(617) 424-7000https://www.colonnadehotel.com*Our room block at the Colonnade has reached capacity. Please contact Charles Chan Massey at firstname.lastname@example.org if you need assistance with hotel reservations.
DENVER: September 13
Location: The Westin Denver Downtown1672 Lawrence St, Denver, CO 80202(303) 572-9100http://www.westindenverdowntown.com* We have a limited room block reserved at The Westin Downtown Denver under InvestmentNews. The rate is $249 per night. This rate is only available until August 29th. Please click here or call the hotel and mention “InvestmentNews” to book your reservation.
SAN FRANCISCO: October 23
Location: JW Marriott San Francisco Union Square515 Mason St, San Francisco, CA 94102(415) 771-8600http://www.marriott.com/hotels * We have a limited room block reserved at The JW Marriott San Francisco under InvestmentNews. The rate is $389 per night. Please click here or call the hotel and mention “InvestmentNews” to book your reservation.
CHICAGO: May 2
Location:The Westin Chicago River North320 N Dearborn St, Chicago, IL 60654(312) 744-1900 http://www.westinchicago.com * We have a limited room block reserved at The Westin Chicago River North under InvestmentNews. The rate is $276 per night. Please click here or call the hotel and mention “InvestmentNews” to book your reservation.
If you should encounter any difficulty making a reservation at any of the above hotels please contact Charles Chan Massey at email@example.com for assistance.