March 2023

Here's to the Women of the 2023 STA and Affiliate Boards!

By Inessa Ruffman

JonesTrading & STA WIF Chair

Each year, we have the pleasure of welcoming both new and returning members to serve on STA's National and Affiliate Boards. We build these boards with careful consideration around STA's core mission. While STA's advocacy for strong markets and educational events on key industry issues are critical parts of what we do, so too is our commitment to doing right by others. The STA Women in Finance Committee is excited to see the continued diversification of financial services and the diversity of our Boards is a testament to our ongoing objective of promoting women in finance.

We thank these women for making this commitment to serve STA! Service to our communities is one aspect of this commitment. Service to our fellow securities industry professionals is another. Each of STA’s regional affiliates across the U.S. and Canada is governed by a board of volunteers, who manage everything from event logistics to industry advocacy to allocating fundraising budgets. These efforts equate to great experiences and more meaningful interactions among industry members, which result in better markets.

Since joining STA's Board of Governors last year, I've been fortunate enough to foster relationships with a number of the women in the STA community, and I look forward to remaining an ambassador for women in all areas of financial services. As your 2023 STA WIF Chair, I'm thrilled to recognize the women serving this year, each of whom bring with them unique industry knowledge and expertise.

Please join me in congratulating the women of the 2023 STA National and Affiliate Boards!

Beha Abasi, Scotiabank

Nikki Acton, Bank of America

Julie Andress, KeyBanc Capital Markets

Lauren Arbid, ABN AMRO Clearing

Jill Bartell, Quest Investment Management

Lauren Biehl, Barclays

Andrea Brake, ATB

Laura Broussard Delaney, Virtu Financial

Giang Bui, Nasdaq

Nanette Buziak, Stuart Frankel

Sandy Chism, Kansas City Capital Associates

Sarah Cooper, CSTA

Susie Davis, Wells Fargo Advisors

Danielle Dayan, ACS Execution

Michelle Dickson, Edge Capital Partners

Alia Durbarry, Purpose Investments

Regina Frate, Sasco Capital

Bethany Graham, Cboe Global Markets

Lisa Jacque, BlackRock

Karen Jardim, ATB Capital Markets

Ramneet Johl, Morgan Stanley

Helen Kang, TPG

Lauren Kelly, TD Cowen

Gina King, LPL Financial

Patricia Koetzner, Siebert, Williams, Shank

Ginny Kowalczyk, Cboe Global Markets

Christina Kowalski, Conestoga Capital Advisors

Jill Kreutz, BTIG

Amy Kulinski, Lightspeed Financial

Christine Lee, Liquidnet

Stephanie Libien, Jefferies

Agata Lipinski, Colt Capital Markets

Nanette Marks, ISC Global

Claudette Mason, Piper Sandler

Kate McAllister, Global Liquidity Partners

Aisling McConville, StoneX

Lauren Miller, Capital Group

Kat Miller, Tradeliance

Stephanie Minister, LiquidityBook

Janice Morgan-Hilsman, Raymond James & Associates

Janhavi Nandre, Mackenzie Investments

Sarah Phillips, S3

Roberta Pigat, TD Asset Management

Lauren Puglisi, Earnest Partners

Ashley Ragsdale, JP Morgan

Amy Reichard, Broadridge

Inessa Ruffman, JonesTrading

Meena Saggar, BMO Capital Markets

Cass Sanford, OTC Markets Group

Chiara Sarata, LeveL ATS

Patty Schuler, BOX Options

Paula Sexsmith, ViewPoint Investments

Alina Shah, JP Morgan

Jodi Slinkard, Wells Fargo Advisors

Kelli Springer, Kansas City Capital Associates

Kimberly Unger, STANY

Lisa Utasi, Clearbridge Investments

Amy Wiedmeyer, Northwestern Mutual

Erin Williams, Stifel

Leigh Williamson, GW&K

Lexi Zawacki, Fiduciary Management, Inc.



Check out the latest edition of STA WIF's Changing the Face of Financial Services interview Series featuring Shelley Eleby, Managing Director and Head of Marketing Electronic Trading at BMO Capital Markets.

Shelley Eleby

Managing Director, Head of Marketing Electronic Trading

BMO Capital Markets

Articles of Interest

Recruitment, Retention Are Barriers for Gender Equality

Traders Magazine

One of the first barriers to reaching gender equity in financial services is recruitment, according to Keisha Bell, Managing Director, Head of Talent Management and Diversity, Equity and Inclusion (DEI) at the Depository Trust & Clearing Corporation (DTCC).

here

Eight First Ladies in Finance

Wealth Management

It’s no secret finance and economics historically have been dominated, like much else in world history, by men. Thanks to some of the industry’s pioneering women leaders, however, that dynamic appears to be shifting.

here

How the Top Women in Finance Are Shaping the Future

Barron's

Women have staged a powerful comeback in the workforce, finally recouping the jobs lost during the Covid pandemic. U.S. bank notes now bear the signature of a woman—Treasury Secretary Janet Yellen—a first in the country’s 247-year history. And women are increasingly occupying positions of power—in the C-suite and at the Federal Reserve, and as check-writers to promising start-ups.

here

What Women Financial Planners Have to Say About Equity in Their Industry

Investopedia

While women have made inroads in the financial services industry, there's still a gap, especially for women of color. For International Women’s Day, Investopedia asked female financial advisors what representation means to them and how the industry can improve. 

here

Women Struggle to Close Corporate America's Gender Gap

Financial Times

American corporations held the first diversity sessions in the late 1960s, instructing leaders who were overwhelmingly white and male on how to manage the workplace after the US made it illegal to discriminate against employees based on sex or race.  

here

Betterment CEO on Empowering More Women in Finance

Bloomberg News

Sarah Levy, Chief Executive Officer at Betterment, discusses efforts to get more women involved in the finance industry. Bloomberg Businessweek Editor Joel Weber and Bloomberg News Chief Correspondent for Global Macro Markets Liz McCormick break down Liz's Businessweek Magazine story The Debt Ceiling Is the Risk Wall Street Doesn’t Want to Ponder.

here

Save the Date!

8th Annual STA Women in Finance Symposium

October 11, 2023

JW Marriott Washington DC