Finance in Focus: Women in Wealth Management
Four inspirational women in the Financial Services industry met on International Women's Day to discuss how being a woman played a role in their career paths. Listen to this podcast to hear Cheryl Nash, Noreen Beaman, April Rudin and Sara Stanich discuss why women make the wealth management industry stronger and what others in the industry can do to support them.
Ms. Beaman is the chief executive officer of Brinker Capital, Incorporated and is responsible for developing and executing the firm’s detailed operating plan and for the oversight of the company’s short and long-term strategies. Noreen has more than 27 years of investment experience working with financial advisors and institutional and high net worth investors in strategic planning and investment management. Noreen is a frequent speaker at industry conferences and has been quoted extensively in top financial and advisor media. Prior to joining Brinker Capital, Noreen was treasurer at Mutual Benefit Capital Companies, a subsidiary of Mutual Benefit Life Insurance Company. She also worked at Ernst and Young. Noreen is a graduate of Saint Peter’s University and is a member of their Board of Trustees.
Sara Stanich, CFP® is the founder of The Stanich Group, a fee-only registered investment adviser in New York City. Her firm provides financial planning advice and investment management to corporate executives, as well as consulting services regarding the financial issues of divorce. Sara has ten years of experience working in the financial industry, which followed 12 years in marketing roles and an MBA from New York University. She is a frequent source for the financial press and a board member of the Family & Divorce Mediation Council of Greater New York. Learn more at www.cultivatingwealth.com or follow @SaraStanich on Twitter.
April Rudin, founder of The Rudin Group, is an acclaimed HNW wealth management, financial services, and digital marketing strategist. April is distinguished by her ability to identify critical and innovative #fintech and #wealthtech market trends, enabling clients to stay ahead of the curve. April is a frequent source of expert commentary to global media, and an industry speaker on wealth, nextgen and technology. An IBM “influencer” in wealth management and fintech, she contributes regularly to Huffington Post, American Banker, CFA Enterprising Investor, Family Wealth Report and other key trade publications. April serves on the Global Board of Directors - Hedge Fund Association (HFA), and is the Board of Advisors for NexChange – a financial services social network based in Hong Kong. Contact: firstname.lastname@example.org Twitter: @TheRudinGroup
Cheryl Nash, President, Investment Services at Fiserv, drives the strategic vision for industry-leading technology solutions in wealth management. Her consultative approach has resulted in enduring client partnerships. Cheryl’s distinctions include the Money Management Institute Pioneer Award, former MMI Technology & Operations Committee co-chair and Gateway-to-Leadership program Trustee. She is also an Envestnet Institute on Campus advisory board member and leads the Women in Wealth Management initiative, a program dedicated to inspiring, advising, and educating career-focused women to pursue the opportunities that abound in wealth management. In November 2016, Cheryl’s achievements were recognized with a Gold Stevie® Award for Women in Business. Most recently, Cheryl received Family Wealth Report’s Women in Wealth Management—Individual Contributor award.
Learn how IBM is helping financial advisors need to deliver personalized offers and capture the next generation of wealth. Cognitive computing, combined with analytics, helps you to adopt new business models for higher customer value.