WEBINAR
Diversity and Inclusion in Asset Management
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The increased focus on diversity and inclusion of women and minority professionals has prompted many companies to reassess their practices for recruitment, retention and promotion of personnel. Learn how asset management firms are ramping up their activities for a more equitable and sustainable future.
Hear how women’s leadership plays a role in this arena in a televised conversation with two members of State Street’s management committee: Donna Milrod, Executive Vice President and Global Head of Asset Managers and Global Clients Division, and Marcia Rothschild, Head of Latin America and the Caribbean.
Please email your questions to [email protected] by Wednesday, May 12, 2021 or you may submit them during the webinar.
Produced by the 100WF Florida Committee.
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02:00 PM N. America West Coast
05:00 PM N. America East Coast
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The program will begin promptly. |
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Donna Milrod
State Street
Marcia Rothschild
State Street
Christina Worley, CPA/PFS, CFP®, CFA
Moderator
Castle Wealth Management
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The webinar access link will be emailed to you separately closer to the date of the event. |
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Donna Milrod
Executive Vice President, Heads of Global Asset Managers and Global Clients, State Street
Donna Milrod is executive vice president of State Street Corporation and heads the Global Asset Managers Segment as well as the Global Clients Division. She is also a member of our Management Committee. Donna has 25 years of experience in banking and financial services including leadership positions at Deutsche Bank, where she served as deputy chief executive officer for its North America business. At Deutsche Bank Americas, she was a member of the Regional Executive and Client Committees with responsibility for its North America clients and revenue. Before joining State Street, she was a senior advisor to both Broadridge and McKinsey & Company, where she provided advice for navigating risk, optimizing operating efficiencies and increasing revenue growth. Prior to that, Donna was with the Depository Trust and Clearing Corporation (DTCC) where she served on the Management Committee and was the head of DTCC Solutions, delivering innovative post-trade processing solutions to clients. She also led global strategy and business development. Previously, she was the chief administrative officer leading operations and finance. Donna received a Bachelor of Arts degree from Smith College and a master of business administration degree from Columbia Business School. She recently completed her term as an independent public board member of Valmont Industries (NYSE:VMI). Currently, she sits on the Partnership Fund for New York City board and is also a member of the New York Women’s Forum, a member of the Committee of 200, National Association of Corporate Directors, Council on Foreign Relations and Economic Club of New York. In 2019, Donna was named as one of the Most Influential Corporate Board Directors by WomenInc. Magazine.
Marcia Rothschild
Managing Director, Head of Latin America, State Street
Marcia is managing director and the head of State Street for Latin America. She is responsible for coordinating all efforts in the region including driving strategy, stewarding client engagement and pursuing growth opportunities. Marcia joined State Street from Vistra where she was responsible for business development efforts for Vistra’s Alternatives division in the Americas. Prior to working at Vistra, Marcia held leadership positions at SS&C, Citigroup and BNP Paribas in the United States, Luxembourg and Brazil. Born in Brazil, Marcia received a bachelor's degree in business administration from Fundação Getúlio Vargas and a Master of Business Administration degree from Duke University’s Fuqua School of Business. Her native language is Portuguese, but Marcia also speaks English, French and Spanish.
Christina Worley, CPA/PFS, CFP®, CFA
Founder and Managing Member, Castle Wealth Management
Christina Worley is the Founder and Managing Member of Castle Wealth Management. Under Christina’s guidance, Castle Wealth Management has grown since 1997 to become an established, fee-only fiduciary provider of wealth management services with approximately $350 million of assets under management. Christina graduated from the Wharton School of the University of Pennsylvania at age 19 with a Bachelor of Science in Economics. She completed both high school and college in three years each. She worked in New York City for seven years, where she first earned her CPA working for Arthur Young, and then worked as an analyst for Merrill Lynch International Bank and at Metropolitan Life Insurance Company as a Territorial Controller of Real Estate Investments. She then moved to New Hampshire with her family for four years working in a family–owned real estate development company before settling in Palm Beach County in 1993. Her professional associations include: CFA Society South Florida (currently serves as President), the FICPA (currently serves on the Investment Policy Committee of the Board), the FPA, the AICPA, Toastmasters, and the Palm Beach County Estate Planning Council, as well as others. She has always given back to her community via volunteering, currently as Vice Chair of the Palm Beach County Early Childhood Cabinet and a Gubernatorially Appointed Board Member under the last three governors to the Palm Beach County Early Learning Coalition, where she also serves as Audit Committee Chair. She has taught financial literacy to women and teens, taught the Junior Achievement to students in New York City and Florida, and provided pro-bono financial planning to returning veterans via the FPA. Christina also serves as president for a former client’s charitable foundation, the Elise Besthoff Charitable Foundation Inc. In 2016 Christina was nominated to the Women in Wealth Awards hosted by Wealth and Finance Magazine. Mrs. Worley was nominated by the FICPA as an Experienced “Women to Watch Leader” in both 2011 and 2014. In 2009, her firm was selected as one of the top 100 small business firms of South Florida, and in 2010 she was selected as a Top Women Business Leader in South Florida. Christina has been married more than 30 years, to Scott, and they have three sons. After recently giving up horseback riding, which she enjoyed since she was a child, she is now working on her private pilot’s license. She is an avid reader and loves learning.
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100WF's 20th Anniversary
Throughout 2021, 100 Women in Finance will celebrate its twentieth year of operations with special events and recognition of the member volunteers who have built 100WF into today’s leading organization dedicated to the advancement of women in the global finance industry. Since its founding in 2001, 100WF’s pillars of Education, Peer Engagement and Impact have established a foundation of purpose, achievement and confidence that will guide the organization's future growth and focus on attaining its 30x40 Vision in the next twenty years.
100 Women in Finance
100 Women in Finance's near 20,000 registered members strengthen the global finance industry by empowering women to achieve their professional potential at each career stage. Its members inspire, equip and advocate for a new generation of industry leadership, in which women and men serve as investment professionals and executives, equal in achievement and impact. Through Education, Peer Engagement and Impact, the organization furthers the progress of women who have chosen finance as a career, and enables their positive influence over pre-career young women.
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