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Industry Spotlight > Women in Wealth

Wealth Manager Announces Advisory Board to Choose 50 Top Women in Wealth

By James J. Green

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WealthManagerWeb.com, sister publication of Investment Advisor led by Editor-In-Chief Kate McBride, has named an advisory board of distinguished women who will select the 50 Top Women in Wealth Management for 2010, a list that honors the most influential women in wealth management today. The third annual list will be announced in May concurrently with the release of WealthManagerWeb.com’s findings from its current annual Top Women in Wealth Management Survey, which is running through March 26 and is limited to women actively participating in wealth management,

The Top Women in Wealth Advisory Board includes:

From the wealth management partner community:

l Gail Graham, executive vice president, Fidelity Institutional

l Kim Wright-Violich, president of Schwab Charitable

From the wealth management and RIA community:

l Sheryl Garrett, founder of the Garrett Planning Network, Inc.

l Deena Katz, associate professor at Texas Tech University, and partner at Evensky & Katz

From the financial services community:

l Jennifer Connelly, founder and CEO of JCPR, Inc., a financial services public relations firm.

l Mindy Diamond, CEO and president, Diamond Consultants, a financial services recruiting firm.

From Summit Business Media’s Advisor Group editorial staff:

l Melanie Waddell, Washington bureau chief at Investment Advisor.

l Janet Levaux, managing and Web editor at Research.

l Kate McBride, editor in chief of WealthManagerWeb.com.

Candidates for the Top 50 Women in Wealth can be nominated by sending a brief note that lists the candidate’s name, contact information, the reasons why they should be considered, and a short biography, no later than March 15th, to [email protected].

Clients and firms realize that women have a great deal to offer as wealth managers, said McBride, pointing out that many large firms have women running their wealth management businesses. Moreover, she cites a recent Northern Trust study which found that women control 51% of the personal wealth in the United States to argue that the continuing rise of women’s financial influence will no doubt be matched by the growing importance of women to manage that wealth.

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