Close Close
Popular Financial Topics Discover relevant content from across the suite of ALM legal publications From the Industry More content from ThinkAdvisor and select sponsors Investment Advisor Issue Gallery Read digital editions of Investment Advisor Magazine Tax Facts Get clear, current, and reliable answers to pressing tax questions
Luminaries Awards

Industry Spotlight > Women in Wealth

At Schwab Impact, Women at the Forefront

Your article was successfully shared with the contacts you provided.

At the Schwab Impact kickoff in Boston, women took center stage at a discussion on Tuesday evening of the economy and markets and what investors should do now.  Schwab Chief Investment Strategist Liz Ann Sonders, (left), and Ariel Investments’ Mellody Hobson, answered questions from CNBC Anchor Maria Bartiromo—see “At Schwab Impact, Optimism Reigns on the Markets and Economy.” Sonders and Hobson are two of Wealth Manager’s 50 Top Women in Wealth for 2010.

Early Wednesday, Schwab held a well-attended Women’s Networking Breakfast, a low-key meet-and-greet for women running and attending the conference.

Neesha Hathi (left), Schwab vice president for Advisor Technology Solutions (see “Schwab’s New Approach to Technology”), welcomed the crowd of about 140 women—advisors, press, exhibitors and Schwab employees, including Catherine Clauson, VP, product management, Schwab Advisor Services, and Trish Cox, SVP of Corporate Brokerage Services.It was the second year that Schwab has hosted the session.

And there are other prominent women in the Schwab organization: Kim Wright-Violich is president of Schwab Charitable—the donor-advised fund. Wright-Violich is a 50 Top Women alum and a member of the 50 Top Women in Wealth Advisory Board. Deborah McWhinney, president of Citi Personal Banking and Wealth Management is a Schwab alum and one of our 50 Top Women in Wealth.

Jennifer Alberding, VP Institutional Services, at U.S. Global Investors, the sponsor for the breakfast, noted in her greeting that two of the top three executives at U.S. Global Investors are women, including President Susan McGee, and CFO Catherine Rademacher. The company’s CEO and Chief Investment Officer is Frank Holmes.


© 2024 ALM Global, LLC, All Rights Reserved. Request academic re-use from All other uses, submit a request to [email protected]. For more information visit Asset & Logo Licensing.