Ambassadors

Thank you to our closest friends and champions of Collaborative WIM.

With your 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!

Olivia Hails, APMA

Janus Henderson Investors

Director, TN & AL

Adrian Hughes, CFA

CFA Society Alabama

Portfolio Manager

Regions Bank

Beth Johnson, CFA, CAIA

CFA Society Nashville

Partner

Mercer Investment Consulting

Kelly Klingaman, CFP, RLP

Founder, Financial Planner

Roger Lee, CFA

CFA Society Indianapolis

Director of Research

Kirr Marbach

Melissa McGrane, CFA

CFA Society San Diego

Portfolio Manager

GlobeFlex Capital

Cynthia McLaughlin, MBA

CFA Societies Chicago and Indianapolis

Investments Marketer

OneAmerica Financial Partners

Steven Miller, CFA

CFA Society Pittsburg

Senior Consultant

BNY Mellon

Anne O’Brien, CFA

CFA Society San Francisco

Chief Executive Officer

CFA Society San Francisco

Paul Olschwanger

CFA Society Dallas-Ft Worth

Founder & Chief Inspiration Officer

Wendell Rhoads Consulting

Ceylan Ozdemir, CFA

CFA Society Nevada

Investment and Finance Director

Lincoln Dynamic Group

Kelly Palmer, CPA

CFA Society Chicago

Founder & Principal

Cherry Phan, CFA

CFA Society Austin

Partner, Portfolio Manager

Durbin Bennett

Marya Savola, CFA

CFA Society New York

Vice President, Portfolio Manager - Fund Finance

Customers Bank

Bill Scott, CAE

CFA Society Washington, D.C

President & CEO

CFA Society of Washington, DC

Sherrie Trecker, CFA

CFA Society Seattle

Sustainability Officer

Washington State Investment Board

Irene Tsai, CFA, CFP

FPA Southwest Ohio

Director

Johnson Asset Management

Carl Walsh

FPA Los Angeles

C2 Certified Reverse Mortgage Loan Specialist

C2 Reverse Mortgage

Linda Yu, CFA

CFA Society Milwaukee

University of Wisconsin - Whitewater College of Business & Economics

Interim Associate Dean; Professor, Department Chair