Founders and Board
Collaborative WIM was created as a grassroots campaign by finance practitioners and CFA society leaders across the US, to fill a need in our industry.
We believe shared experiences are powerful, and that hearts and minds can be changed through storytelling.
Read our stories to learn the personal meaning behind our work and how the Collaborative WIM community can support you. We look forward to meeting you at an upcoming global event!
#CFAwomen
CFA Society Indianapolis Past Board Director
CFA Society LA Women’s Community Past Chair
CFA Society Chicago Women’s Network Past Chair
CFA Society Alabama Secretary & Past President
CFA Society New Mexico Past Board Director
Team
Collaborative WIM is a women-founded and volunteer-led 501(c)(3) charitable nonprofit organization, with no employees.
Our collaboration is made possible by hundreds of volunteer finance leaders globally, who work tirelessly to further our shared vision for a better, more inclusive world.
Meet the team members who work intimately alongside Collaborative WIM’s board and advisors to fulfill our mission.
Click on their photos to connect on Linkedin!
Kharli Brockmeier, MBA
Central Relationship Manager
Fidelity Investments
Communications
Alexander Yao
Software Engineer
Cisco Meraki
Technology
Grace Albers, CFA
Associate
VR Capital Group
Marketing
Certified Compliance and Ethics Professional
Jen Curran, CFE, CCEP
Engagement
Mary Lou, CFA
Healthcare Investment Banking
J.P. Morgan
University Relations
Senior Associate
Iffat Islam
Chesapeake Asset Management
CWIM Returnships Program