1. Bella Loykhter Allaire
Executive VP of Technology and Operations
Raymond James
2. Cynthia Jane Buckler
CIO/Executive VP of Wealth and Investment Management Technology
Wells Fargo
3. Lisa Burns
Senior VP/Head of Strategic Platform Development
Fidelity Institutional
4. Pamela R. Ellis
Investment and Banking Solutions Technology Executive
Bank of America-Merrill Lynch
5. Danielle ‘Dani’ Fava
Director of Innovation
TD Ameritrade Institutional


6. Michelle Feinstein
Director for Technology Client Engagement
BNY Mellon Pershing
7. Naureen Hassan
Chief Digital Officer
Morgan Stanley Wealth Management
8. Neesha Hathi
Executive VP and Chief Digital Officer
Charles Schwab
9. Kirby Horan-Adams
Executive VP of Investor and Investment Solutions
LPL Financial
10. Estee Jimerson
Managing Director/Head of Asset Manager Distribution


11. Cheryl Nash
Fiserv Investment Services
12. Tricia Rothschild
Chief Product Officer
13. Clara Shih
Founder and CEO
Hearsay Systems
14. Christina Townsend
Director/Head of Advisor Solutions Platform Strategy
BNY Mellon Pershing
15. Sunayna Tuteja
Head of Strategic Partnerships & Emerging Technologies
TD Ameritrade


16. Lori Yaverbaum
Vice President of User Experience
Commonwealth Financial Network

There are lots of women in different IT leadership roles throughout the financial services industry. So many in fact, that we had to limit the group highlighted here to those making a significant impact on wealth management at a select number of firms.

For the inaugural top Women in WealthTech list, we chose to present a group of individuals who lead tech efforts at indie and national BDs, wirehouse firms, clearing and custodial partners, RIAs and technology-focused organizations.

This list is by no means exhaustive. However, it does include women with companies known for tech innovation and for serving large numbers of advisors.

See the 16 winners listed above in alphabetical order and click on links to read their full interviews.

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