Blogs

WIM Student Spotlight - Elyse Griminger

By Vanessa Jean Watt posted 28 Oct, 2025
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MEET OUR LOCAL STUDENTS It’s time for our Student Spotlight! Our goal is to highlight young women ready to make a career in Investment Management. This month's spotlight is on Elyse Griminger . Elyse is interested in connecting and networking with other financial professionals in the area. She can be reached at [email protected] or (217) 415-7443. Read her full interview here!
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WIM Welcome Back Happy Hour - An Evening of Connection

By Vanessa Jean Watt posted 28 Oct, 2025
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A strong start to the season! Our SWFL Women in Investment Management Happy Hour brought together incredible women — new and returning — to connect, collaborate, and celebrate. The energy was unmatched, and this is only the beginning. Stay tuned for what’s next!
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WIM Student Spotlight - Shiloh Markus

By Vanessa Jean Watt posted 15 Sep, 2025
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MEET OUR LOCAL STUDENTS It’s time for our Student Spotlight! Our goal is to highlight young women ready to make a career in Investment Management. This month's spotlight is on Shiloh Markus . Shiloh is interested in future job opportunities in financial services and connecting with other finance professionals. She can be reached by email at  [email protected] or by phone at (305) 303-6554. Read her full interview here!
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WIM Student Spotlight - Deeksha Prabhu

By Vanessa Jean Watt posted 11 Aug, 2025
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MEET OUR LOCAL STUDENTS It’s time for our Student Spotlight! Our goal is to highlight young women ready to make a career in Investment Management. This month's spotlight is on Deeksha Prabhu . Deeksha is interested in connecting and networking with other finance professionals. She can be reached by email at  [email protected] or by phone at 201-889-7396. Read her full interview here!
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WIM Student Spotlight - Ashley Fearday

By Vanessa Jean Watt posted 28 Apr, 2025
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MEET OUR LOCAL STUDENTS It’s time for our Student Spotlight! Our goal is to highlight young women ready to make a career in Investment Management. This month's spotlight is on Ashley Fearday . Ashley is interested in connecting and networking with other finance professionals. She can be reached by email at [email protected] or by phone at (847) 909-1834. Read her full interview here!
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WIM Student Spotlight - Kailey Fearday

By Vanessa Jean Watt posted 27 Mar, 2025
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MEET OUR LOCAL STUDENTS It’s time for our Student Spotlight! Our goal is to highlight young women ready to make a career in Investment Management. This month's spotlight is on Kailey Fearday . Kailey is interested in networking with other finance professionals. She can be reached by email at  [email protected] or by phone at (815) 915-7093. Read her full interview here!
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An Inspiring Luncheon with Wanji Walcott

By Vanessa Jean Watt posted 27 Mar, 2025
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We had an amazing turnout for our last SWFL Women in Investment Management luncheon of the season with Wanji Walcott of Pinterest! It was fantastic to reconnect with returning attendees and welcome new faces into the conversation. We’re so grateful to Wanji for generously sharing her time, insights, and valuable advice with us. Her presence highlighted the importance of representation in leadership roles. It's inspiring to see women like Wanji leading the way, showing the power of diverse voices and perspectives in shaping the future. We're all motivated to continue pushing for inclusiveness and creating spaces where everyone can thrive!
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WIM Student Spotlight - Hannah Dickson

By Vanessa Jean Watt posted 27 Mar, 2025
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MEET OUR LOCAL STUDENTS It’s time for our Student Spotlight! Our goal is to highlight young women ready to make a career in Investment Management. This month's spotlight is on Hannah Dickson . Hannah is a senior at Florida Gulf Coast University studying Finance with a concentration in Financial Analysis and Management and is expected to graduate in May 2025. She is interested in connecting and networking with other finance professionals in the Southwest Florida area and can be reached at (317) 619-4179 or [email protected] . Read her full interview here!
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An Interactive Workshop w/ Simon Holzapfel

By Vanessa Jean Watt posted 27 Mar, 2025
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Thank you to all who participated in the Reflective Listening Luncheon on March 6th! Simon Holzapfel from Crowbox Partners led an incredible discussion where we explored the mechanics of making positive client change using motivational interviewing techniques. The level of engagement made it a success!
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Forecast Dinner 2025 Recap

By Vanessa Jean Watt posted 27 Mar, 2025
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We’re pleased to share the unforgettable moments of our Annual Forecast Dinner. A huge thank you to all our sponsors, attendees, and speakers for making this event a success! Your support and engagement made it truly exceptional. Click here to explore all the photos from the night.
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WIM Student Spotlight - Brooke Smith

By Vanessa Jean Watt posted 27 Mar, 2025
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MEET OUR LOCAL STUDENTS It’s time for our Student Spotlight! Our goal is to highlight young women ready to make a career in Investment Management. This month's spotlight is on Brooke Smith . Brooke is interested in connecting and networking with other finance professionals in the Southwest Florida area. She can be reached at (219) 921-3245 or [email protected] . Read her full interview here!
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WIM Student Spotlight - Riley Skertich

By Vanessa Jean Watt posted 27 Mar, 2025
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MEET OUR LOCAL STUDENTS It’s time for our Student Spotlight! Our goal is to highlight young women ready to make a career in Investment Management. This month's spotlight is on Riley Skertich . Riley is interested in connecting and networking with other finance professionals. She can be reached at [email protected] or 847-850-9635. Read her full interview here!
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WIM Student Spotlight - Makenna Presley

By Vanessa Jean Watt posted 22 Nov, 2024
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MEET OUR LOCAL STUDENTS It’s time for our Student Spotlight! Our goal is to highlight young women ready to make a career in Investment Management. This month's spotlight is on Makenna Presley . Makenna is interested in connecting and networking with other finance professionals in the Southwest Florida area. She can be reached at [email protected] or (407)-416-6541. Why did you choose FGCU and your major? I wanted to attend a university that could offer both smaller class sizes and a great business education while still not being too far from home. I chose to study finance because I have always been passionate and curious about ...
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Engaging Fireside Chat w/ Anuca Laudat, CFA

By Vanessa Jean Watt posted 21 Nov, 2024
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Our Fireside Chat over Lunch on 11/19 was a great success! Anuca Laudat, CFA shared valuable wisdom and insights with an engaged audience, and Chelsea Ganey, CFA did an excellent job moderating the conversation. We are grateful to Schafer Cullen Capital Management for their generous sponsorship of the event.
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WIM Student Spotlight - Catherine DeRosa

By Vanessa Jean Watt posted 18 Oct, 2024
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MEET OUR LOCAL STUDENTS It’s time for our Student Spotlight! Our goal is to highlight young women ready to make a career in Investment Management. This month's spotlight is on Catherine DeRosa . Catherine is interested in networking with financial professionals in SWFL and learning about upcoming local job opportunities. She can be reached via email at [email protected] or (703) 507-9215.     Can you tell us about where you have attended school and your areas of study? I attended the University of Maryland where I earned a Bachelor’s in Communication with a minor in Leadership Studies in May of 2023, as well as a Master’s ...
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Safe Wishes During Hurricane Milton

By Vanessa Jean Watt posted 09 Oct, 2024
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The CFA Society Naples sincerely hopes that our members, their families, and their friends will remain safe during the upcoming storm.
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WIM Student Spotlight - Maggie DiCarlo

By Vanessa Jean Watt posted 19 Sep, 2024
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MEET OUR LOCAL STUDENTS It’s time for our Florida Gulf Coast University Student Spotlight! Our goal is to highlight young women who are ready to make a career in Investment Management. This month's spotlight is  Maggie DiCarlo . Maggie is interested in networking with financial professionals in SWFL and learning about upcoming internship opportunities. She can be reached via email at [email protected] or by phone at (781)964-1139. Why did you choose FGCU and your major? In 2019, I toured colleges with my older brother and had the chance to join him on his visit to FGCU. Although the tour wasn’t originally for me, I instantly fell in ...
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WIM Student Spotlight - Lauren Kazmierczak

By Vanessa Jean Watt posted 15 Aug, 2024
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MEET OUR LOCAL STUDENTS It’s time for our Florida Gulf Coast University Student Spotlight! Our goal is to highlight young women who are ready to make a career in Investment Management. This month's spotlight is  Lauren Kazmierczak . Lauren is a senior at Florida Gulf Coast University studying Finance with a concentration in Financial Analysis and Management and is expected to graduate in May 2025. She was born and raised in Buffalo, NY, and moved to Naples, FL in 2020. Lauren is interested in connecting and networking with other finance professionals in the Southwest Florida area.  She can be reached at [email protected] or (716) 243-5464. ...
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A Memorable Luncheon with Dr. Monique Chism

By Vanessa Jean Watt posted 26 Feb, 2024
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We would like to extend a heartfelt thank you to all of our attendees from today's SWFL WIM luncheon at Seasons 52 in Naples. It was truly a pleasure to have Monique M. Chism Ph.D as our guest speaker, and we were captivated by every word! We greatly appreciate Dr. Chism for sharing insight on her role at the Smithsonian Institution and providing us with a glimpse into her commitment to diversity, equity, and inclusion. We would also like to express our gratitude to Amelia Biehl for moderating the event. Her skillful moderation made for an engaging and thought-provoking conversation that was enjoyed by all. Thank you once again to everyone who attended the luncheon! ...
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Forecast Dinner 2024 Recap

By Vanessa Jean Watt posted 12 Feb, 2024
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We wish to express our sincerest gratitude to all of our CFA members and sponsors who made the 2024 Annual Forecast Dinner at Arthrex an unforgettable night! Guest speakers Meghan Shue and Thomas (Tom) Lee were incredible, and we owe a special thanks to Tyler Hardt for moderating the event flawlessly.  It was a true honor to have such a fantastic group of individuals come together to network, share insights, and enjoy each other's company. We hope that everyone had a wonderful time and took away valuable knowledge and connections. Once again, thank you for your continued support of CFA Society Naples. We look forward to seeing you all at our next event!
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