InvestmentNews celebrated the crème de la crème of women advisors at the 2023 Women to Watch event at Tribeca 360 in New York City Tuesday night.
Finalists flew in from across the country to toast each other’s talents, network and recognize the winners in seven categories. The ceremony was preceded by a panel discussion featuring finalists from the Employer of Choice category and a prerecorded video with Rita Robbins, the recipient of the Alexandra Armstrong Award for Lifetime Achievement in the Financial Services Industry. Robbins’ candid reflection on her career arguably stole the show despite her absence, with her daughter, Ali Arnold, picking up the award on her behalf.
Other winners included Kay Lynn Mayhue, president of Merit Financial Advisors, who won the Female Trailblazer of the Year, while Christine Cappabianca of Impax Asset Management picked up Portfolio Manager of the Year. Colleen Bell, president of innovation and experience at Cambridge Investment Research Inc., was awarded the Allyship Champion of the Year award.
Brittney Olinger, an advisor at Koss Olinger, won the Rising Star of the Year award, and was quick to pay tribute to her colleagues.
“[The award] means a lot to me, but I think it means even more to me being a representative of my company," Olinger said. "We're an independent firm that’s a three-generation strong company out of Gainesville, Florida, and it was our first female partner who put me up for this award. She and all the other partners have been a massive proponent of bringing more women into our space and into our sector. I’m just really honored to have won it — I wasn’t expecting it.”
InvestmentNews Woment to Watch 2023 winners
Allyship Champion of the Year
Colleen Bell, Cambridge Investment Research Inc.
Female Trailblazer of the Year
Kay Lynn Mayhue, Merit Financial Advisors
Excellence in Gender Diversity & Inclusion
Raymond James & Associates
Rising Star Advisor of the Year
Brittney Olinger, Koss Olinger
Employer of Choice
Thrivent
Portfolio Manager of the Year
Christine Cappabianca, Impax Asset Management
The Alexandra Armstrong Award for Lifetime Achievement in the Financial Services Industry
Rita Robbins, Affiliated Advisors
Referrals from centers of influence may open the door, but the real key to success for advisors comes from clarity about their ideal clients and where they want to show up.
Three advisor groups overseeing more than $700M in combined client assets head to new firms.
New research finds most Americans fear a US retirement crisis, while skepticism grows toward AI financial advice and crypto in retirement plans.
Getting a client into a fund has never been easier – but after that, the hardest part is yet to come.
A former NYLIFE Securities rep was permanently barred after using internet-enabled glasses to cheat on the Series 6 exam
Northern Trust’s Ken Lassner shows advisors how to convert volatility into after-tax portfolio gains
Dan Biagini of American Equity says the steady decline of pensions, longer lifespans and a reset in interest rates are rewriting how advisors build retirement income
