CFP Board appoints Kathleen McQuiggan special adviser on gender diversity

Succeeds Eleanor Blayney in efforts to address shortage of women in financial planning

Jan 16, 2018 @ 7:00 am

By InvestmentNews

The Certified Financial Planner Board of Standards Inc.'s Center for Financial Planning has appointed Kathleen McQuiggan its special adviser on gender diversity to help guide its Women's Initiative (WIN), which addresses the shortage of women in the financial planning profession.

Ms. McQuiggan succeeds Eleanor Blayney, who will continue as a member of the WIN Council and as a WIN Advocate promoting financial planning as a rewarding career for women.

"Last year, we saw a record number of women earn CFP certification, but the fact remains that women make up only 23% of CFP professionals," said Marilyn Mohrman-Gillis, executive director of the CFP Board Center for Financial Planning. "Kathleen is a true expert on gender diversity in financial services and passionate about empowering more women to succeed in the financial planning profession."

Ms. McQuiggan began her career at Alex. Brown and later spent 13 years at Goldman Sachs, before departing in 2009 to found Catalina Leadership, a consulting firm specializing in empowering women. She later joined Pax World Management with responsibility for product management of the Pax Ellevate Global Women's Index Fund and ran the firm's Women & Wealth practice management initiative. She currently works at Artemis Financial Advisors.

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