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.

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Originally Posted at ThinkAdvisor on January 28, 2021 by Janet Levaux.