March 2021
Distribution 5,767
To the Women of STA
by Julie Andress
KeyBanc Capital Markets & STA WIF Co-Chair

Finding the proper balance on how we allocate our precious time can be overwhelming. For the vast majority of us, finding enough time for family, friends and career is challenging enough, but if you add community service to the equation, words like “impossible” and “sorry, I can’t” come to mind. It appears community service finishes a distant fourth, if it finishes at all, not because of a lack of desire, but with busy lives, it can be hard to find time to volunteer. However, the benefits can be significant to you and your community. Even helping with the smallest tasks can make a real difference to organizations in need, and dedicating your time as a volunteer helps you expand your network and boost professional and social skills. 

Each year nearly 240 individuals across North America give their time to serve on any one of STA’s 24 affiliate boards in the U.S. and Canada. All of these individuals are paying it forward in an effort and desire to improve our industry not just for today, but for the next generation as well. 

While some question if Winston Churchill uttered the quote, “We make a living by what we get, but we make a life by what we give,” these powerful words remind us that service to others has its own rewards to those who give their time in doing so. In other words, there is fulfillment in community service. 

Each year nearly 240 individuals across North America give their time to serve on any one of STA's 24 affiliate boards in the U.S. and Canada. All of these individuals are paying it forward in an effort and desire to improve our industry not just for today, but for the next generation as well. While all of these individuals deserve our appreciation, this month we wanted to say thank you and provide recognition to a subset, the Women of STA.

Today more than 25 percent of STA affiliate boards are comprised of women in the financial services industry. While this figure under represents the overall figures of women in finance, it is an improvement and more importantly, a large enough figure to build cultures of inclusion that promote and sustain a sense of belonging for other women across the network of STA affiliates.

Their names, companies and affiliate organizations are listed below. If you know any of them, please take a moment to thank them for their service to our industry. Appreciation for their efforts to lead and inspire others to do the same is well deserved. 
Julie Andress, KeyBanc Capital Markets, National
Lauren Arbid, ABN Amro Clearing, Chicago
Jill Bartell, Quest Investment Management, Portland
Krissy Bernstein, Stifel Nicolaus, Mid-Atlantic
Andrea Brake, ATB Investment Management, Canada
Sue Buchanan, Scotiabank, Canada
Nanette Buziak, Voya, Connecticut
Sandy Chism, Kansas City Capital Associates, Kansas City
Karen Couldrey, Scotiabank, Canada
Brittnee Dalton, Globalt, Georgia
Emma Danyliuk, CPP Investments, Canada
Danielle Dayan, ACS Execution, Chicago
Laura Delaney, Virtu, Dallas
Alia Durbarry, Mackenzie Investments, Canada
Joanna Fields, Aplomb Strategies, New York
Regina Frate, SASCO Capital, Connecticut
Bethany Graham, Cboe Global Markets, Chicago
Linda Heuman, Fifth Third Bank, Ohio
Lisa Jacque, BNP Paribas, San Francisco
Karen Jardim, AltaCorp Capital, Canada
Helen Kang, TPG, San Francisco
Gina King, The Interstate Group, Carolina
Patricia Koetzner, Siebert, Williams, Shank, National
Beatrix Kondor, BTIG, Georgia
Ginny Kowalczyk, Cboe Global Markets, Chicago
Christina Kowalski, Conestoga Capital Advisors, Philadelphia
Jill Kreutz, BTIG, Dallas
Ann Claire Lathem, Montag, Georgia
Stephanie Libien, Jefferies, San Francisco
Agata Lipinski, Colt, Chicago
Rosanne Lissow, Decatur Capital Management, Carolina
Nanette Marks, ISC Global, St. Louis
Claudette Mason, FBR Riley, Boston
Kate McAllister, Global Liquidity Partners, National
Lauren Miller, Jefferies, San Francisco
Kat Miller, Stifel Nicolaus, St. Louis
Stephanie Minister, Liquidity Book, National
Janice Morgan-Hilsman, StoneX, Florida
Janhavi Nandre, Mackenzie Investments, Canada
Jennifer Nayar, Vela Trading, New York
Kirsten Neuendorff, RBC Global Asset Management, Canada
Nora Nicols, Fiduciary Management, Wisconsin
Joany Page, Palos, Canada
Irene Pajer, Interstate Group, Carolina
Georgene Pedrie, Seagall Bryant & Hamill, Denver
Roberta Pigat, TD Asset Management, Canada
Amy Reichard, Broadridge, New York
June Anne Reid, Scotiabank, Canada
Inessa Ruffman, JonesTrading, National
Meena Saggar, BMO Asset Management, Canada
Cass Sanford, OTC Markets Group, National
Patty Schuler, BOX Options Exchange, Chicago
Paula Sexsmith, Viewpoint Investment Partners, Canada
Alina Shah, JP Morgan, San Francisco
Erin Sheehan, LeveL ATS, Boston
Kelli Springer, Kansas City Capital Associates, Kansas City
Elizabeth Traster, Wells Fargo Advisors, National
Lisa Utasi, ClearBridge Investments, New York
Amy Wiedmeyer, Northwestern Mutual, Wisconsin
Ellen Wile, Lightspeed Financial Group, Boston
Erin Williams, Stifel Nicolaus, San Francisco
Anastasia Yamane, Bank of America Merrill Lynch, San Francisco
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Covid-19 Drove Women Out of the Workforce. What That Could Mean for the Economy.
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The 3 Things Women Want In The Workplace In 2021
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This Is How You Stop a Coworker's Passive-Aggressive Behavior
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The Future of Diversity, Equality and Inclusion 2021 (Infographic)
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A successful and diverse workplace starts with building a strong diversity strategy. But how are some companies coping? Are they on the right track? What are they focusing on at present to evolve their diversity efforts? We set to find out. With help from our friends at, we wanted to learn if and how organizations have changed their diversity, equity, and inclusion efforts.

Choose to Challenge - Balancing Regulatory Priorities 2021

Join Security Traders Association of New York for this informative Zoom Webinar to honor and close out Women's History Month

March 31
4:30 - 5:30 p.m. ET
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