This is the second year of our Women in WealthTech recognition program. In this coverage, we highlight the news and views of 15 female leaders working in wealth-management technology and innovation in financial services.
While last year’s list was certainly impressive, our aim is to bring attention to the depth and breadth of the Women in WealthTech bench, and thus there are no repeat winners this year. That said, some of the 2019 honorees can (and likely will) be nominated for the 2020 IA25 list to be showcased in our May issue.
This year’s Women in WealthTech coverage features female leaders with incredibly diverse backgrounds. Prudential Financial’s Chief Information Officer Stacey Goodman, for instance, used to be the CIO of Freddie Mac. Goodman also worked for CIT, Bank of America, UBS and Salomon Brothers, as well as serving on the Treasury Department’s Office of Financial Research Advisory Committee. (She replaced outgoing Pru CIO Barbara Koster.)
Meanwhile, Morgan Stanley Wealth Management’s cybersecurity chief Rachel Wilson spent nearly 15 years as a senior executive at the National Security Agency. And Teri Shepherd, the former COO of Carson Group, was recently tapped to be a co-president of the firm.
We asked each honoree to describe their latest achievements and how they envision more women entering WealthTech. As Salit Nagy-Todd of Raymond James explained, “We [all] need to take some personal responsibility to discuss the fact that there is room for women in tech.”