2017 Speakers

Colleen Bell

First Vice President Fiduciary Services, Cambridge Investment Research, Inc.

Colleen Bell joined Cambridge in 2006 following her experience as a securities examiner for the Securities and Exchange Commission. Bell is responsible for leading Cambridge’s Fiduciary Services Department, which focuses on providing service support for Cambridge’s fee-based programs, retirement plan platforms, and compliance solutions. She dedicates her time to developing and executing innovative strategies that assist Cambridge’s retirement and wealth advisors in achieving their business objectives. Additionally, she focuses on expanding Cambridge’s Retirement Center, WealthPort®, and related consulting, education, and technology resources for Cambridge advisors. In 2016 she was selected as a member of the IA 25 by Investment Advisor magazine. Bell earned a bachelor’s degree in business from the University of Illinois at Urbana-Champaign and holds FINRA Series 7, 24, and 66 licenses, along with the AIF® (Accredited Investment Fiduciary®) designation.


Eleanor Blayney

Consumer Advocate, Certified Financial Planner Board of Standards

Eleanor Blayney, CFP® is the Consumer Advocate for the Certified Financial Planner Board of Standards, reaching out to consumers to help them understand how financial planning and CFP® professionals can improve their lives.

The author of Women’s Worth, a book about how women can make the most of their financial lives, Eleanor worked with individual clients for more than twenty years to help them articulate and plan for their financial goals. As the only woman partner in a four-partner firm, Eleanor drew upon her female intuition, communication strengths, and facility for sustaining relationships to help build a wealth management firm that has served hundreds of clients in the Washington, D.C. metro area and around the country.

Passionate about finding ways to foster gender parity in the financial planning profession, Eleanor helped to spearhead CFP Board’s Women’s Initiative (WIN) to address the industry’s “feminine famine.” On behalf of the WIN Advisory Panel – comprising leaders in the area of women in financial services – Eleanor authored Making More Room for Women in the Financial Planning Profession, a 2014 white paper which presents the findings of a comprehensive research study on why there aren’t more women CFP® professionals and offers the WIN Advisory Panel’s recommendations to help attract more women to the profession.

Eleanor holds a number of degrees and designations. She earned an MA in English Literature from the University of Cambridge UK and an MBA from the University of Chicago. She is a CERTIFIED FINANCIAL PLANNER™ professional.

Well-known as a conference speaker and frequently quoted in the news media, Eleanor has played a pioneering role in building and shaping the financial planning profession. She has taught for the College of Financial Planning, and has helped to develop practice standards and ethical requirements for CFP® professionals in the U.S.

Visit Eleanor on CFP Board’s website at http://www.cfp.net/learn/advocate.asp or follow her on Twitter at @EleanorBlayney.


Tonia Bottoms

Managing Director and Managing Counsel, BNY Mellon’s Pershing

Tonia Bottoms is a Managing Director and Managing Counsel for BNY Mellon’s Pershing, in the Legal Department. Tonia specializes in the areas of retirement plans and financial products. In this role, she provides advice and guidance regarding the compliance and oversight of retirement and education savings products, including traditional and Roth individual retirement accounts (IRAs), savings incentive match plan for employees (SIMPLE) IRAs, simplified employee pension plan (SEP) IRAs, qualified retirement plans and 529 college savings plans. She advises all aspects of Pershing’s retirement business which spans individual and plan markets.

Prior to joining Pershing in May 2010, Tonia was a director and senior counsel at Bank of America Merrill Lynch. She was previously a vice president and assistant general counsel for Prudential Securities Incorporated. Tonia also worked as an assistant district attorney for the Kings County District Attorney’s Office. Tonia is a member of the Global Governance Committee of IMPACT, a global resource for BNY Mellon and its employees, with a specific emphasis on the recruitment, retention, professional development and advancement of multicultural employees. Previously, she was the co-chair for the Jersey City chapter of the firm’s Women’s Initiative Network.

Tonia is a member of the Securities Industry and Financial Markets Association’s Retirement and Education Savings Committee and currently serves as its co-chair. She also is a member of the Insured Retirement Institute and SPARK’s Government Relations Committee. She earned a Bachelor of Science degree in Finance and a Juris Doctorate degree from the University of Maryland.


Mark Bruno

Associate Publisher, InvestmentNews

Mark Bruno is the Associate Publisher at InvestmentNews. He is an award-winning journalist, author and researcher who has written and edited for a number of financial publications over the last decade, including InvestmentNews, Financial Week and Pensions & Investments. Mr. Bruno has been recognized with multiple accolades for his writing and reporting, including the American Business Media's prestigious Jesse H. Neal awards, and has also received awards from The Society of American Business Editors and Writers for his breaking news coverage and analysis of the financial services industry. In his current role as the head of digital and research, InvestmentNews has won multiple awards for its website design and databases, in addition to being named one of the top ten business-to-business websites in the media industry. Mr. Bruno is the author of Save Now or Die Trying: Achieving Long-Term Wealth In Your 20s and 30s, one of the top-selling retirement planning books of 2007. He also been featured frequently on television and radio as an expert on investing and retirement, and has also been quoted in numerous newspapers and magazines, including The Wall Street Journal, The New York Daily News, The Chicago Tribune and Investor's Business Daily.


Marie Chandoha

President and Chief Executive Officer

Marie Chandoha is President and CEO of Charles Schwab Investment Management, Inc. (CSIM), the investment advisor to Schwab Funds®, Laudus Funds® and Schwab ETFs™ and one of the largest money market and index fund providers in the industry.

Ms. Chandoha has more than 30 years of investment industry experience. Prior to joining CSIM, she spent three years as head of the global fixed-income business at BlackRock (formerly Barclays Global Investors). She previously served as co-head and senior portfolio manager in charge of the Montgomery fixed-income division at Wells Capital Management, senior bond strategist at Goldman Sachs, and managing director responsible for the global fixed-income research and economics department at Credit Suisse First Boston. Earlier in her career, Ms. Chandoha held research positions at Morgan Stanley and The Federal Reserve Bank of New York.

Ms. Chandoha earned a Bachelor of Arts in Economics from Harvard University. She serves on the Executive Committee and Board of Governors for the Investment Company Institute is a Trustee of the Schwab Funds, Laudus Funds and Schwab ETFs, and a Director of the Charles Schwab Worldwide Funds. She is also a trustee of the California chapter of The Nature Conservancy.


Sarah Deasy

Loan Officer, Live Oak Bank

Sarah joined Live Oak Bank in 2011 as a Credit Administration Analyst, eventually transitioning into roles with both our Special Assets group and the Investment Advisory team. Sarah has underwritten over $131 million in loans in the investment advisory industry and as a Loan Officer she now specializes in inside sales. Prior to working at Live Oak Bank, Sarah worked with lobbying firms in Washington DC and a well-respected bank. Sarah has a Bachelor of Arts in Public Policy from the College of William and Mary, a Master of Business Administration in Finance from George Washington University, as well as Series 7, Series 66 and life and health insurance licenses.


Marie E. Dzanis, CIMA®

Head of Intermediary and Wealth Distribution Northern Trust Asset Management

Marie is Head of Intermediary and Wealth Distribution. She is responsible for establishing Northern Trust’s presence in the intermediary market, recruiting and retaining talented sales professionals, as well as developing significant relationships across important industry channels including FlexShares which is currently ranked as the 11th Top ETF Sponsor.

Recognized with a “Top Women in Asset Management” award by Money Management Executive in May 2015, and voted “Top Women to Watch” by InvestmentNews in 2017, Marie has more than 25 years of industry experience. Prior to joining Northern Trust in June 2011, she held executive and leadership positions at iShares/Blackrock, JPMorgan Asset Management, and Smith Barney. She has managed multiple channels and has grown several lines of businessin the institutional and intermediary space including securities lending and trading, product development, product sales, sales management and branch management. Marie started in the industry as a nancial advisor.

Marie is a graduate of The Catholic University of America (B.A. in Political Theory), the Stanford University Executive Education Program, and the Chicago Booth School of Business Executive Education Program. Holds her CIMA®, is a member and was Chairwoman of the Specialty Conference Committees for IMCA®. She also is on committees for Money Management Institute, Womenin ETFs and currently holds her FINRA Series 7, 24 & 66 Licenses. She serves on the Women’s Board of the University of Chicago Cancer Foundation, and isthe Founder of the Emergency Champagne Women’s Leadership Group. She is a member of Northern Trust’s Business Leadership Committee, serves on the Northern Trust Asset Management Operating Committee, Is an officer for FlexShares Exchange Traded Funds Trust and is on the Northern Trust Securities, Inc. Board of Directors.


Heather Ettinger

Founder, Luma Wealth Advisors

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.


Amy Florian

CEO, Corgenius

Amy Florian is the CEO of Corgenius, and she combines the best of neuroscience and psychology with a good dose of humor in training professionals to build strong relationships with clients through all the losses and transitions of life.

An acclaimed speaker and expert, she is author of over 100 articles and the book “No Longer Awkward: Communicating with Clients through the Toughest Times of Life”. She was recently named one of the 20 Most Creative People in Insurance and Financial Services for her groundbreaking work, and she also was honored as an “Influential Woman in Business” from the National Association of Women Business Owners.

Amy is a former columnist for the Journal of Financial Planning who has been quoted or featured in publications such as the Wall Street Journal, CNBC, MSN Money, Barron’s, On Wall Street, ThinkAdvisor, InvestmentNews, Wealth Management, Financial Planning, and Huffington Post.

Amy holds a Master’s Degree and is a Fellow in Thanatology (the highest level of certification in the field of grief studies).

She taught a graduate class at Loyola University of Chicago for almost 10 years, she has worked with over 2,000 grieving people, and she consults with firms, corporations, and individuals nationwide.


Mary Beth Franklin, CFP®

Contributing Editor, InvestmentNews

Mary Beth Franklin is a contributing editor at InvestmentNews, writing a column for the print edition and a blog for the website. Relying on more than decade of experience as a senior editor of Kiplinger's Personal Finance magazine and editor of the Kiplinger's annual Retirement Planning Guide, Ms. Franklin aims to bridge the gap between what consumers want and what financial advisers can provide. An award-winning journalist, Ms. Franklin covers retirement planning and distributions, tax planning, Social Security issues and the health-care aspects of retirement planning. She is a frequent public speaker, addressing both financial industry and consumer groups, and she has appeared on numerous national and local television and radio programs including NBC's Today show and Meet the Press, the CBS Early Show, CNN and PBS's Wealthtrack program.


Katie Horton

Financial Planner at HC Financial Advisors

Katie Horton is a Financial Planner at HC Financial Advisors, a Fee-Only Investment Advisory firm, in Lafayette, California. Katie has been working in the financial planning profession for the last 6 years. She began her career as a tax accountant at Ernst & Young in San Jose. It didn’t take long to realize that she did not love corporate taxes, but that she was passionate about making a real difference in the lives of others. With financial planning she found the perfect blend of her interest in finances and her desire to help others. Katie enjoys being involved in developing the profession and is currently serving on the NAPFA West Region board. She has a bachelor’s degree in Accounting from Brigham Young University and a master’s degree in Personal Financial Planning from Texas Tech University. She is a CFP and a CPA.

Katie has an adventurous spirit. When she isn’t making plans for other people’s money, she loves to be active outdoors. She enjoys going for a run after work, and escapes to the mountains for a backpacking trip whenever she can.


Susan Kay

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.


Maureen Kerrigan

Senior Vice President, Financial Adviser, RBC Wealth Management

Maureen graduated from the University of Hartford with a bachelor’s degree in Accounting and later obtained an MBA from Rensselaer Polytechnic Institute.

She began her career as an SEC Analyst for Northeast Utilities in CT, and spent time as a small business owner before joining Tucker Anthony (now RBC Wealth Management) in January of 2002.

Maureen is an Accredited Wealth Manager. The AWM designation recognizes an advanced knowledge of the wealth management process, concentrating in the areas of business and retirement planning, and estate planning strategies for high net-worth clients.

She and her husband live in Narragansett, RI and are the parents of four grown daughters. Her eldest daughter, Courtney Mahoney, joined her mother’s team at RBC in 2014. Maureen enjoys time with her family, playing golf and entertaining.

She currently serves as the President of RBC Wealth Management’s Women’s Association of Financial Advisors (WAFA), serves on the Executive and Finance committees of the StarKids Scholarship Program in Newport, RI, is an Emeritus Trustee of the Foundation for the Advancement of Catholic Schools (FACS) board in the Archdiocese of Hartford, and has served as a member of the East Regional board for the RBC Foundation. She also enjoys participating as a judge for the SIFMA Student Essay Contests.


Maribeth Kuzmeski

President, Red Zone Marketing

Dr. Maribeth Kuzmeski is President of the consulting firm, Red Zone Marketing founded in 1994. Maribeth and her firm personally consult with some of the nation’s top financial professionals managing from $300 million to over $1 billion in client assets. Maribeth got her start in the financial services industry as the 5th client in her firm happened to be a financial advisor. This advisor had only $10 million in money under management that Maribeth helped grow into $200 million in under 5 years through niche-based marketing strategies. Today the firm is fully focused on the financial services industry.

Maribeth has written 7 books including the bestseller The Connectors. She is an international keynote speaker rated as a Top 25 C-Suite Speaker by Meetings & Conventions Magazine, has spoken at The Million Dollar Round Table, and is a regular presenter at Barron’s Top Producer conferences.

Maribeth in an instructor on marketing at Columbia University, is a media contributor appearing on Fox News, USA Today, The New York Times, Wall Street Journal, Forbes, and hosts a popular podcast featuring inspiring businesswomen. Maribeth also has her own charitable foundation supporting women in business, The Red Zone Leadership Foundation.

Maribeth has a bachelor’s degree from the Newhouse School of Public Communications at Syracuse University, an MBA from The George Washington University, and a PhD in Business Administration from Oklahoma State University. Maribeth and her husband live in the Chicago, IL area and have two children threatening to be adults.


Michelle Lynch

Vice President, Raymond James Network for Women Advisors

As vice president of the Network for Women Advisors, Michelle is responsible for helping to retain the nearly 1,000 existing Raymond James women advisors through education, practice management and coaching initiatives. In addition, she works with regional directors, branch managers and recruiters to help attract experienced women advisors to Raymond James. One of her primary objectives is to increase the number of women advisors in the industry.

She’s developed several programs to attract women to the profession and works closely with the firm’s training program to help ensure the success of the new women advisors.

Prior to this role, Michelle served as a marketing director, overseeing all marketing initiatives for the firm’s Private Client Group (PCG). She joined the Raymond James marketing department in 2004 and then went on to be vice president and director of marketing & communications for Eagle Asset Management in 2006. At Eagle, she was responsible for overseeing all functions of marketing, public relations and internal communications, but was also involved in business acquisition strategy and new product development.

Prior to joining Raymond James, Michelle was a marketing and public relations manager at AAA Auto Club South working with their retail, insurance and financial services business units. She’s also held marketing and public relations roles at Busch Gardens and United Landmark advertising agency.

Michelle is a cum laude graduate of the University of South Florida with a bachelor’s degree in mass communications and a master of business administration (MBA) degree, with honors, from Emory University, Goizueta Business School. She sits on the Raymond James Charitable Endowment Fund board, the Raymond James Diversity Council and was a member of the Financial Services Institute’s (FSI) Marketing, Growth and Development Council. She is also a graduate of the Wharton Executive Education Securities Industry Institute program.


Christine Nigro

Managing Director, AXA Equitable Life Insurance Company

Christine Nigro is a Managing Director for AXA Equitable Life Insurance Company (NY, NY) and Vice Chairman of AXA Advisors, LLC, the broker/dealer for the retail distribution channel for the company. Ms. Nigro is responsible for managing all aspects of the distribution platforms (Broker-Dealer and Crump), digital strategy and adoption, practice management and field support for 5,200 AXA Advisors financial professionals nationwide.

Ms. Nigro has more than 20 years of experience in the financial services industry, and joined AXA Advisors in February 2006 as chief operating officer (COO) of the broker/dealer. As COO, she played a major role in enhancing the operational efficiency of the broker/dealer and in providing strategic guidance to expand its service, technology and investment product offerings to support the wide range of needs of AXA Advisors financial professionals and clients.

Ms. Nigro has held numerous management roles for domestic and global organizations. Prior to joining AXA Advisors, she was vice president and director of Personal Financial Services, Investment Operations and Customer Service for JP Morgan Chase, where she was responsible for supporting telephone customer sales, service, and product administration. Previously, Ms. Nigro was vice president of the International Private Client Group for Merrill Lynch, where she was responsible for creating new products and developing local markets in the United Kingdom and Australia. Earlier, she spent eight years with Fidelity Investments: four in the United Kingdom where she was responsible for the execution, clearing and custody for the organization’s assets for more than 40,000 clients.

Ms. Nigro earned a Bachelor of Arts degree from Ithaca College. She holds the FINRA Series 7, Series 24, 51 and U63 registrations.


Tiana Ronstadt

Financial Advisor, Power Women Investing

Tiana Ronstadt is a vibrant lecturer, workshop facilitator, and educator with over 25 years of financial planning experience. Her mission is to empower individuals to gain financial independence and help them reach their most ambitious dreams. Tiana is a top producer at Woodbury Financial, which is part of the Advisor Group broker-dealer network.

Through One-on-One Consulting, as well as speaking engagements, Tiana has earned the respect of thousands who have benefited from her services. Ms. Ronstadt has expertise on serving her clients through times of serious change in their lives, including pre- and post-retirement strategizing, pre- and post-divorce financial counseling, income planning, and estate planning.


Shannon Rosic

Multimedia Manager, InvestmentNews

Shannon Rosic is the Multimedia Manager at InvestmentNews. She serves as a specialist who helps drive the development and implementation of integrated content projects. She assists in creating content, both internally and externally, such as interviews, Q&As, event programming, supplements, whitepapers, scripts, and webcast descriptions that helps to extend and expand multimedia and integrated content programs. You will often find her dressed in a purple trench coat and fedora interviewing financial technology firms as her alter ego: Gadget Girl.

Prior to joining InvestmentNews, she was an Account Coordinator at Return Path, an industry-leading email intelligence solutions platform.

Shannon holds a B.A. in Mass Communication from Miami University of Ohio (never to be confused with Florida). She recently relocated to Denver, Colorado from Connecticut, with her husband and miniature Australian Shepherd. All three of them enjoy horseback riding, hiking, and all the outdoor activities the west has to offer.


Clara Shih

CEO and Founder, Hearsay Systems

Clara Shih is CEO and founder of Hearsay Systems, whose predictive analytics technology helps salespeople reach out to clients at the right time with the right message while staying in compliance with industry regulations. A pioneer in the social media industry, Clara developed the first social business application in 2007 and subsequently authored the New York Times-featured best-seller, The Facebook Era. Her latest book, The Social Business Imperative: Adapting Your Business Model to the Always-Connected Customer, was released in April 2016.

Clara has been named one of Fortune’s “Most Powerful Women Entrepreneurs,” Fast Company’s “Most Influential People in Technology,” BusinessWeek’s “Top Young Entrepreneurs,” and both Fortune’s and Ad Age’s “40 Under 40.” She was also named a “Young Global Leader” by the World Economic Forum, InvestmentNews’ “40 under 40,” and “5 to Watch” in ThinkAdvisor’s 2015 IA 35 for 35.

Clara is a member of the Starbucks board of directors and previously served in a variety of technical, product, and marketing roles at Google, Microsoft, and Salesforce.com. She graduated #1 in computer science at Stanford University, where she also received an MS in computer science. She also holds an MS in internet studies from Oxford University, where she studied as a U.S. Marshall Scholar.


Suzanne Siracuse

VP/Publisher, InvestmentNews

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.


Marlo Stil

Managing Partner, Personal CFO The Wealth Consulting Group

Marlo began her financial services career in 1984. As an investment advisor/branch manager for a Fortune 500 company, she was their first and only female top securities producer. Marlo strives to make a life-changing difference for her clients, helping empower them through education, planning, coaching, strategy implementation and review. She is a frequent contributor for industry publications, seminars and panel discussions around ESG Investing, Business Development and Practice Management best practices.

As a Managing Partner for The Wealth Consulting Group, she is one of the firms many female top producers, assists with Advisor Development and sits on the Investment Strategy Committee which manages models for over 1 Billion in portfolio assets. Marlo’s progressive thinking and commitment to excellence has recently led her to design, build and manage the WCG High Impact Portfolios focused on Sustainable Investing for the future.


Lori Vinciguerra

Director and Senior Managing Counsel Pershing, a BNY Mellon company

Lori Vinciguerra is a Director and Senior Managing Counsel for Pershing, a BNY Mellon company. As senior regulatory counsel, Lori handles all regulatory examinations and assists in responding to significant regulatory inquiries. She also provides advice and counsel concerning regulatory and business initiatives and their impact on Pershing and its clients. Lori acts as legal advisor to a number of firm committees that identify and mitigate risk.

Prior to joining Pershing in September 2015, Lori was a partner with a boutique law firm focusing on the defense of financial services firms and individuals in connection with regulatory matters, litigation and arbitration. She was previously a senior vice president and regional counsel for Wells Fargo Advisors, Wachovia Securities and Prudential Securities Incorporated. Prior to that, Lori was an associate with Rosenman & Colin (now Katten Muchin Rosenman) in its litigation department, specializing in financial services litigation and regulatory defense.

Lori earned a Bachelor of Arts degree in Psychology from the State University of New York at Stony Brook and a Juris Doctorate degree from Hofstra University School of Law.


Amy Webber

President and CEO, Cambridge Investment Research, Inc.

With over 25 years of experience, Amy Webber’s commitment to independent rep-advisors is demonstrated in her passion for delivering high level, personal service and leading management solutions. Her 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. Webber served as Chair for the 2016 Financial Services Institute Board (FSI), an advocacy organization for independent broker-dealers and their affiliated independent financial advisors. In 2015, Webber was recognized as a ‘Woman to Watch’ by InvestmentNews, in 2017, 2014, and 2012, she was selected as a member of the IA25 by Investment Advisor magazine, and in 2011, 2010, and 2009 as one of the Top 50 Women in Wealth Management by Wealth Manager.



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2017 Locations

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The Women Adviser Summit takes place at:
JW Marriott San Francisco Union Square - Metropolitan Ballroom, 2nd Floor 515 Mason St, San Francisco, CA 94102

(415) 771-8600

The room blocks at JW Marriott San Francisco Union Square and Le Meridien San Francisco are sold out. If you need assistance finding a room, please contact Charles Chan Massey at charles@synaxismeetings.com for options that may be available.

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What have advisers learned at #SchwabIMPACT? Chad from @PacificCap talks about his experience. @orionadvisor https://t.co/H3h7PhqwLmThursday, Nov 16, 2017 4:56PM @eventsFromIN How did Shirl Penney get started in the financial services industry? @DynastyFP @orionadvisor #SchwabIMPACT https://t.co/DoBwY8EIg1Thursday, Nov 16, 2017 4:49PM @eventsFromIN Bernie Clark talks about how he got started in the industry @Schwab4RIAs #SchwabIMPACT @orionadvisor https://t.co/dbaTJ7f1atThursday, Nov 16, 2017 4:36PM @eventsFromIN