Women in Wealth: Why It’s Their Moment
February 10, 2021 by Janet Levaux
This month, Jane Fraser becomes the first woman to lead a large Wall Street bank when she takes the reins from Michael Corbat at Citigroup. Yet the number of female advisors, as measured by CFP professionals, represents just about 23% of the industry — though the number is growing.
As for financial technology, it’s tough but possible to find women in the top ranks. This includes Cheryl Nash — who leads Tegra118, formerly the investment services business unit of Fiserv — and April Rudin, CEO of the financial services marketing firm the Rudin Group.