CWIM Ambassadors

Traveling or relocating to a new region?

Meet close friends and champions of Collaborative WIM.

With their help, we are sharing resources and connecting individuals to a truly integrated global community that promotes our shared vision of inclusion and diversity in capitalism. We are looking forward to another year of jointly supporting the advancement and development of female leaders and celebrating their accomplishments!

Anna Anzina

Executive Director

CFA Society Ukraine

CFA Society Ukraine

Laura Prina Cerai

Fund Manager

ALTRAFIN group

CFA Society Switzerland

Christina Shaffer, CFA

Director

AllGen Financial Advisors

CFA Society Orlando

İlke Takımoğlu Homriş, CFA

Executive Director

CFA Society Istanbul

CFA Society Istanbul

Adrian Hughes, CFA

Portfolio Manager

Regions Bank

CFA Society Alabama

Beth Johnson, CFA, CAIA

Partner

Mercer Investment Consulting

CFA Society Nashville

Melissa McGrane, CFA

Portfolio Manager

GlobeFlex Capital

CFA Society San Deigo

Cynthia McLaughlin, MBA

Investment Writer / Analyst

American Association of Individual Investors

CFA Society Chicago; CFA Society Indianapolis

Steven Miller, CFA

Senior Consultant

BNY Mellon

CFA Society Pittsburg

Ceylan Ozdemir, CFA

Investment and Finance Director

Lincoln Dynamic Group

CFA Society Nevada

Guillermina Pagaza

Executive Director

CFA Society Mexico

CFA Society Mexico

Kelly Palmer, CFA

Founder & Principal

Advisor Checkup LLC

CFA Society Chicago

Marcella Pasi, CFA

Manager, Membership Italy

Borsa Italiana

CFA Society Italy

Linda Yu, CFA

Dean

Utah Tech University

CFA Society Milwaukee

Serra Akçay, CFA

Assistant Specialist

CFA Society Istanbul

CFA Society Istanbul

Maggie Wong, CFA

Director of Product Management

Silicon Valley Bank

CFA Society New York

Nancy Vailakis

Principal

Ancram IRBD LLC

Tara York, CFA

Director

Luma Financial Technologies

CFA Society Cincinnati

Michele Bernius, CFA, CAIA

Director of Investments

University of Wisconsin Foundation

CFA Society Madison

Ivy Wan-Beltejar, ASA, CFA

Senior Manager

Empire Valuation Consultant

CFA Society Rochester

Shiyun Wan

Social Impact

Irene Tsai, CFA, CFP, ChFC, CLU

Director

Johnson Asset Management

CFA Society Cincinnati; FPA Southwestern Ohio

Laura Herrera, CFA

Portfolio Manager

LaFirma Capital

CFA Society Mexico

Nazreen Nazeer

Senior Specialist

Warba Bank

CFA Society Kuwait

Rachel Van Dusen, CFA

Director

Allspring Global Investments

Anna Sayer

Director, Consultant Relations

Schroders

Chelsey Bishop

Senior Investment Analyst

TruStage

Natalie Philippou, CFA

Relationship Manager Affluent Banking

Bank of Cyprus

CFA Society Cyprus

Natasa Djorovic Bijanic, CFA

Deputy General Manager, Monetary and FX Operations

NBS

CFA Society Serbia

Tina Schackman, CFA, CFP

Senior Retirement Plan Consultant

BFSG LLC

CFA Society Orange County

BERABOSE Aline

Transport Supervisor

One Acre Fund