pathfinder-awards

• On The Rise

WSR Pathfinder Awards – AAPI Top Industry Leaders

WSR Honors Leading Wealth Management Executives for AAPI Heritage Month as Third Group of Pathfinder Awards Winners WSR continues its commitment to diversity and inclusion in the wealth management industry

By Janeesa Hollingshead

/ 25 May 2022

• On The Rise

WSR Names Commonwealth’s Peggy Ho Woman General Counsel of the Year

Commonwealth’s General Counsel Describes the Legal Challenges and Trends Currently Facing the Wealth Management Industry In the highly regulated industry of wealth management, legal and risk functions exist to

By Janeesa Hollingshead

/ 31 Mar 2022

• On The Rise

WSR Names Susan Theder Woman CXO of the Year

FMG Suite’s Chief Marketing & Experience Officer on Dedicating Management Resources to Deliver an Exceptional Client Experience In recent years many C-suites have onboarded chief experience officers (CXOs) as

By Julius Buchanan

/ 30 Mar 2022

• On The Rise

WSR Pathfinder Awards – Top Women COOs in Wealth Management

WSR Awards Industry Veteran COOs Emily Wilcox, Carly Maher and Tarah Williams with WSR Pathfinder Awards Like the first officer on a naval vessel, a COO executes strategy throughout an

By Janeesa Hollingshead

/ 29 Mar 2022

• On The Rise

WSR Pathfinder Awards – Top Women Rising Stars

WSR Names Kelly Fitzpatrick, Allison Kuehner Mutschler and Jacquelyn Marchand as Top Women Rising Stars The WSR Pathfinder Awards honoring Women’s History Month would not be complete without recognizing

By Janeesa Hollingshead

/ 23 Mar 2022

• On The Rise

WSR Pathfinder Awards – Top Women Leaders in Wealth Management

WSR Names Prominent Wealth Management Top Executives Natalie Wolfsen, Shannon Spotswood and Sindhu Joseph as Top Women Leaders in Wealth Management Continuing our celebration of Women’s History Month, WSR

By Julius Buchanan

/ 23 Mar 2022

• On The Rise

WSR Pathfinder Awards – Top Women CMOs in Wealth Management

WSR Honors Marketing Executives Abby Salameh, Joan Khoury and Meghan McCartan and With Latest WSR Pathfinder Awards Perhaps one of the most misunderstood yet mission-critical jobs in any enterprise is

By Julius Buchanan

/ 21 Mar 2022

• On The Rise

WSR Pathfinder Awards – Top Women Dealmakers in Wealth Management

WSR Recognizes Industry Leading Dealmakers Amy Kadomatsu, Bomy Hagopian and Christina Walsh in Second Set of WSR Pathfinder Awards In February, during Black History Month, we honored the Top Black

By Julius Buchanan

/ 16 Mar 2022

• On The Rise

WSR Pathfinder Awards – Top Black Leaders in Wealth Management

WSR Recognizes Alex David, Kevin Beard, Emlen Miles-Mattingly and Dasarte Yarnway in Inaugural Diversity Award Series As referenced in earlier issues, we’re pleased to conclude Black History Month, with

By Julius Buchanan

/ 23 Feb 2022