February 2024

A Note From Christine Lee, 2024 WIF Vice Chair

By Christine Lee, Liquidnet

2024 STA WIF Vice Chair

I am honored to be your Women in Finance Vice Chair for 2024. Nearly two decades in this industry has taught me the value and strength of community. I am truly grateful to be able to be a leader of an organization that provides the space for women to collaborate, convene, and elevate one another. 

As Head of Business Development at Liquidnet, I was able to launch the initial Forum Council for Diversity & Inclusion. In addition to STA National, I am a member of the STA Connecticut Board and have supported STANY Women in Finance initiatives. It is a pleasure to serve in this capacity for STA, and for Women in Finance.  

Along with our STA WIF Chair Inessa Ruffman and the STA team, I look forward to leveraging our platform to collectively steer forward together. Here’s to a great year!

Traders Magazine: STA Florida's 42nd Annual Conference

Check out Traders Magazine's recent interview with STA Florida President Janice Hilsman, who spoke on the affiliate's impressive lineup of conference speakers and its charitable efforts on behalf of the Promise Fund of Florida, an organization dedicated to the fight against breast and cervical cancer. 

Read here

2024 STA Women of the Board

Congrats to Rebecca Lahar, T. Rowe Price on being named an Advisor on the STA Board of Governors! We'd like to acknowledge the talented group of women currently serving on STA's Board - thank you for your dedication to the STA community!

Julie Andress, KeyBanc Capital Markets, Vice Chair

Patricia Koetzner, Siebert Williams Shank & Co., Secretary

Rebecca Lahar, T. Rowe Price, Advisor

Stephanie Minister, LiquidityBook, Governor

Cass Sanford, OTC Markets Group, Advisor

Save the Date!

STA Washington DC Spring Update

April 10, 2024

The St. Regis Washington, DC

Our annual Washington DC Spring Update is back - and in-person for the first time ever! Join us at this sponsor-exclusive event at the historic St. Regis Hotel to hear from leading regulatory and business leaders!

The latest edition of STA WIF's "Changing the Face of Financial Services" interview series features Stephanie Dumont, Executive Vice President, Head of Market Regulation and Transparency Services at FINRA.

Articles of Interest

On a Mission to Make the Advisory Industry More Female-Friendly

InvestmentNews

Some children connect with their fathers over a shared interest in cars or baseball. For Cary Carbonaro, director of women and wealth services at Advisors Capital Management, it was money. Carbonaro’s dad, a banker at JPMorgan Chase, taught her about financial literacy from an early age. After graduating from college, she followed in her father’s footsteps and joined his old firm as she embarked on her career in wealth management. 

here

4 Reasons Why Career Success May Not Translate To Financial Success For Women

Forbes

In over a decade of growing in my career, attaining executive-level positions and also engaging and interacting with other female leaders, I have come to realize that career success may not necessarily translate to financial success for women. While women have made significant progress over the years in areas that contribute to their long-term financial well-being, including attaining higher education and climbing the corporate ladder, women generally still lag in an area essential for financial success: accumulating wealth.

here

Women Are Twice As Likely Than Men To Put Business Over Romance

Essence

Women are "standing on business" in more ways than one according to a new report from lending company Clarify Capital. Of the 1,000 people that were surveyed, it was found that women were 88% more likely to prioritize business success over relationships — over twice as likely as men.

here

Follow STA Women in Finance on Twitter

@STAWomen ‌