A group to encourage, mentor, and network with SWFL women in the investment industry
Southwest Florida Women in Investment Management (SWFL WIM) was created in collaboration with the CFA Society Naples to demonstrate the commitment of the finance community to inclusion and diversity, and to support the advancement and development of female leaders of all backgrounds. Our organization provides programming and networking opportunities to support professionals and students on their career journey.
Follow us on Linkedin or email [email protected] to get information about future events and sponsorship opportunities.
Leadership
Mia Hyatt, CFA, CFP, CDFA - Vice President, JP Morgan Private Bank
Chelsea Ganey, CFA - Chief Strategy Officer, Moran Wealth Management
Amelia Biehl, PhD - Associate Professor of Economics, Florida Gulf Coast University
Lauren Niebrugge – Operations Associate, Moran Wealth Management
Isabella Arias – Investment Analyst, Moran Wealth Management
Vanessa Watt, CFA, CPWA® – Vice President, Portfolio Advisor, Northern Trust
Emily Renda – Senior Analyst, Charles Schwab
Katherine Lauer – Practice Manager, The High Net Worth Advisory Group
Upcoming Events
Save the Date for the CFA Naples/WIM Annual Holiday Social - Thursday, 12/11/25
Do you have ideas for events or speakers for our 2025-2026 season? Please email us at [email protected] to share your ideas!
Past Events
A strong start to the season at our welcome back event! 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!
