Join us in celebrating the 5.6% women CEOs in the Top 100 RIA Firm rankings
Barrons released their yearly RIA Firm rankings

Join us in celebrating the 5.6% women CEOs in the Top 100 RIA Firm rankings

A few days ago, Barron's announced its yearly Top 100 RIA Firm rankings for 2024.

Hypatia Capital celebrates the 49 women executives whose names were included in the rankings. Out of 107 Top RIAs (7 are "Mega"), only 5.6% have women Chief Executive Officers. Only 16.0% of named executives on the list are women.

Our investment thesis is that today, women in leadership outperform.

The WCEO ETF invests in public companies with women CEOs for performance, diversification and impact.

We thank these women for their success. The visibility of exceptional leadership and performance will continue to inspire and lead to equality of opportunity.

Please join us in congratulating each and every one of these named women leaders, in order of their rankings.

Suzanne van Staveren at Edelman Financial Engines

Cheryl Bicknell at Mariner

Katrina Radenberg, CFA at Mariner

Claire O'Keefe at Cerity Partners

Diana Vasquez at CIBC Private Wealth US

Susie Cranston at Cresset

Teri Shepherd at Carson Group

Shannon Eusey at Beacon Pointe , Chief Executive Officer

Commie Stevens, JD at Beacon Pointe

Kelly Maregni at Pathstone

Wendy Hartman, CFP? at Buckingham Advisors

Darla Sipolt at Allworth Financial

Gina Bradley at The Colony Group

Kathryn Louttit at Stratos

Nancy Andrefsky at STRATOS

Peggy Pasquarella at 1919 Investment Counsel

Andree Mohr at Integrated Partners

Annie McCauley, CFP at Sequoia Financial Group

Lynne Born at Aspiriant

Sandi Bragar at Aspiriant

Kay Lynn Mayhue, CFP?, AEP?, RFC? at Merit Financial Advisors

Chrissy Lee at Merit Financial Advisors

Harli Palme at Modera Wealth Management

amy raskin at Chevy Chase Trust

Jennifer des Groseilliers at The Mather Group, LLC , Chief Executive Officer

Kristen Oziemkowski at The Mather Group

Eileen Holmes at Churchill Management Group

Barbara Tarmy at William Jones Wealth Management

Natalie Brown at Mesirow Wealth Management , Chief Executive Officer

April Kyrkos at Brighton Jones

Jane Eagle at Evoke Advisors

Nicole M. Perkins at Gresham Partners, LLC

Holly Mazzocca, CFP? at Bartlett Wealth Management

Diane Gabianelli at Parallel Advisors, LLC

Natalie Straub at Coldstream

Anne Marie Stonich, CFP?, CPA at Coldstream

Heather Robertson Fortner at SignatureFD , Chief Executive Officer

Dannell Stuart at Mission Wealth

Kristen P Bauer at Laird Norton Wetherby , Chief Executive Officer

Deb Wetherby at Laird Norton Wetherby

Susan Conrad at Plancorp Wealth Management

Ellen Flaherty at F.L.Putnam Investment Management Company

Jamie Wilson at Capital Advisors

Leah Sciabarrasi, CFP? at Crestwood Advisors

Kathy Harkleroad at Advance Capital Management, Inc.

Mel Lagomasino at WE Family Offices , Chief Executive Officer

Sonya Mughal, CFA at Bailard, Inc.

Ashley Swift, MBA at TCI Wealth Advisors

Michelle Watson, CFA, CAIA, CFP? at Evergreen Gavekal

While the WCEO is not yet on the recommended list of any of these advisors, after all, we are still at only $3.8 million of assets under management, we know these women celebrate and support women, and we celebrate and thank them for their success.

Even if your advisor cannot execute or recommend a trade in WCEO ETF yet, you can still join in the movement by using your self directed accounts!

Will you join us? Its easy to get started. You can invest through SoFi, Schwab, Robinhood, e*Trade,etc. If you don't have an investment account, please open one here. (yes, an affiliate link).

But ultimately, these 100 Firms are great stewards of your wealth!

#100sharesforwomen



Kay Lynn Mayhue, CFP?, AEP?, RFC?

President at Merit Financial Advisors

1 个月

I love this! Thank you for sharing! Such an inspiring group of ladies??

Congratulations Diane ??

Nina McLemore

NOW HIRING SALES CONSULTANTS

1 个月

Thank You Patricia These women are impressive

要查看或添加评论,请登录

Patricia Lizarraga的更多文章

社区洞察

其他会员也浏览了