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ThinkAdvisor

Industry Spotlight > Women in Wealth

Female Tech Leaders Who've Topped the Charts

By Editorial Staff

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The following women in wealthtech have been recognized in special coverage by Investment Advisor/ThinkAdvisor in 2019 and 2020; some were nominated by their current or former employers:

• Andina Anderson of Envestnet Tamarac

• Colleen Bell of Cambridge Investment Research

• Cynthia Jane Buckler of Wells Fargo

• Lisa Burns of Fidelity Institutional

• Pamela R. Ellis of Bank of America-Merrill Lynch

• Estee Faranda of PFS Investments

• Danielle “Dani” Fava of Envestnet

• Michelle Feinstein of BNY Mellon Pershing

• Stacey Goodman of Prudential Financial

• Doreen Griffith of Securities America

• Lori Hardwick of RedRock, Riskalyze

• Naureen Hassan of Ascensus and OneSpan

• Neesha Hathi of Charles Schwab

• Kirby Horan-Adams of LPL Financial

• Mary-Catherine Lader of Aladdin, BlackRock

• Kit Lee of BNY Mellon’s Pershing

• Jess Liberi of eMoney Advisor

• Bella Loykhter Allaire of Raymond James

• Miriam Manning of Commonwealth Financial Network

• Salit Nagy-Todd of Raymond James

• Angela Pecoraro of Advicent

• Allison Couch Pratt of Advisor Group

• Tricia Rothschild of Apex Clearing Corp.

• Teri Shepherd of Carson Group

• Clara Shih of Hearsay Systems

• Christina Townsend of BNY Mellon Pershing

• Sunayna Tuteja of TD Ameritrade

• Rachel Wilson of Morgan Stanley

• Hilda Wong-Doo of Fidelity Institutional

• Lori Yaverbaum of Commonwealth Financial Network

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