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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] ...read more

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] ...read more

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 ...read more

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 ...read more

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!