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
Tina Turi-Shelley - Branch Manager, Morgan Stanley
Ana Munro, CFP - Senior Vice President, Morgan Stanley
Kerri Goldsmith, CFP, CRPS, AIF, CDFA - Senior Financial Advisor, HBKS Wealth Advisors
Upcoming Events
4/29/25 - CFA Naples/SWFL WIM End of Season Happy Hour at M Waterfront Grille
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
We had an amazing turnout for our last SWFL Women in Investment Management luncheon of the season with Wanji Walcott of Pinterest on 3/19! 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!
We would like to express our sincere gratitude to Camelia Minoiu for her insightful and engaging presentation at our 11/6 luncheon. Her thought-provoking stories were both inspiring and informative.
Thank you for sharing your knowledge and time with us — it was a privilege to learn from you.
