2023 Excellence Awardees

November 6, 2024 Wednesday | TRIBECA 360, NEW YORK CITY

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Allyship Champion of The Year

Excellence Awardees
Mary Beth Storjohann - Abacus Wealth Partners
Laurie Stack - Avantax Wealth Management
Colleen Bell - Cambridge Investment Research, Inc.
Marianna Goldenberg - Curo Wealth Management
Tasneem Dohadwala - Excelestar Ventures
Ashley Golson - Jackson
Alyssa Moeder and Courtney Moore - Merrill Wealth Management
Aditi Javeri Gokhale - Northwestern Mutual
Amy Jamrog - The Jamrog Group

Employer of Choice

Excellence Awardees
Kestra Holdings
Merit Financial Advisors
Prudential Advisors
RBC Wealth Management
RMB Capital
SageView Advisory Group

Excellence in Gender Diversity & Inclusion

Excellence Awardees
Cetera Financial
Fiduciary Trust International
Palisade Capital Management, LP
Prospera Financial Services
Raymond James & Associates

Female Trailblazer of the Year

Excellence Awardees
Dana Wilson - CHIP Professionals
Leslie Samuelrich - Green Century Funds
Nicole B. Simpson - Harvest Wealth Financial
Kay Lynn Mayhue - Merit Financial Advisors
Noel Pacarro Brown - Morgan Stanley
Gabrielle Clemens - RBC Wealth Management
Paulita Pike - Ropes & Gray
Kim Crawford Goodman - Smarsh
Beata Kirr - The Copia Group

The Alexandra Armstrong Award For Lifetime Achievement in the Financial Services Industry

Excellence Awardees
The recipient of this award will be contacted weeks before the event and will be announced at the Women to Watch Summit and Awards gala.

Portfolio Manager of the Year

Excellence Awardees
Catherine Avery - CAIM LLC.
Rebecca Albers - Carson Wealth
Carin Pai - Fiduciary Trust International
Stephanie Link - Hightower
Christine Cappabianca - Impax Asset Management
Sandra Cho - Pointwealth Capital Management
Lisa Hornby - Schroders
Kelli Burger - Weatherly Asset Management

Rising Star Advisor of The Year

Excellence Awardees
Grace Hayden MacNaught - Cetera Advisors
Brittney Olinger - Koss Olinger
Tremaine Wills - Mind Over Money, LLC
Ara Talkov - Morgan Stanley
Ava Elkins - Raymond James & Associates
Arvette M. Reid - SEIA Lifecare Affordability Plan
Chelsea Adams - Stratos Wealth Partners
Dana Cahan - Zuckerman Investment Group