NEW YORK, Nov. 3, 2023 /PRNewswire-PRWeb/ — Please be a part of us in celebrating the accomplishments of The Top 50 Women Leaders in Investment Management of 2023. Put merely, funding administration refers back to the supervision of monetary property and investments, extending past mere shopping for and promoting. While funding managers might maintain numerous certifications, their major focus is offering monetary steering and providers to assist purchasers of their wealth administration journey. This might contain the formulation of methods for the acquisition and disposal of portfolio holdings, whether or not for short-term or long-term functions. Additionally, funding administration might embody a spread of monetary providers and tasks, together with banking, budgeting, and tax-related duties.
Fortunately, there was a noteworthy transformation on this highly effective trade, with a rising emphasis on girls taking up management positions. Notably, the variety of girls graduating with enterprise levels has elevated in recent times; and their involvement in asset administration has proven an uptick over the previous decade. This encouraging development not solely represents a step ahead within the pursuit of gender equality but in addition highlights the invaluable contributions that ladies have made throughout a variety of fields throughout the monetary sector. Indeed a few of this 12 months’s awardees are affiliated with a number of notable firms within the finance world, together with BlackRock, Goldman Sachs, and Merrill Lynch, to call only a few.
Among this 12 months’s awardees is Andrea Lee, the Global Co-Head of Investment Banking, Global Joint Head of Financial Institutions, and Global Head of Specialty Finance and Lending Technology at Jefferies LLC. An trade veteran with over 30 years of expertise, Lee has raised over $90 billion of private and non-private fairness capital and debt financing.
Allison Dunlap, one other distinguished awardee, is a Managing Director at Harbour Capital, the place she gives management on the firm’s Advisors’ different funding platform and serves as a household wealth advisor. Dunlap’s expertise features a five-year tenure at Alliance Partners, the place she developed and ran the gross sales group answerable for the distribution of over $2 billion of property to 200+ institutional purchasers nationwide. Lastly, now we have Lily Ku, a SVP & Financial Advisor for Wealth Enhancement Group, which at present boasts greater than $70 billion in AUM.
Please be a part of us in celebrating the accomplishments of The Top 50 Women Leaders in Investment Management of 2023.
Valerie Hannah (Brookfield Asset Management), Patti Shugart (RBC Capital Markets), Deana Harmon (PNC), Alison Mass (Goldman Sachs), Nimisha Srivastava (WTW), Samara Epstein Cohen (BlackRock), Anne Simpson (Franklin Templeton), Katrina Dudley, CFA, CAIA (Franklin Templeton), Leah Boccia (Invesco), Anna Paglia (Invesco US), Tamara Finch (TD Securities), Teresa Heitsenrether (JPMorgan Chase & Co.), Erin Burke Schmitz (Wellington Management), Rebecca Garces (Nuveen), Melody Rollins (Bridgewater Associates), Amy Johnson (D.A. Davidson Companies), Jess Bissey (AEW), Lily Ku (Wealth Enhancement Group), Christine Connors (EPIQ Capital Group), Yvonne Pytlik (ACA Group), Rebecca Leiba (Provident Healthcare Partners, LLC), Ivelisse Simon (Avante Capital Partners), Laura Fernandez (Kinterra Capital), Allison Dunlap (Harbour Capital Advisors, LLC), Andrea Baumann Lustig (Fischer Stralem Advisors), and Amira Strasser (Applied Research Investments).
To view the total record go to https://thewomenweadmire.com/2023/10/31/the-top-50-women-leaders-in-investment-management-of-2023/
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