The WSR Pathfinder Awards honoring Women’s History Month would not be complete without recognizing women rising stars in wealth management.
WSR’s editors reviewed women on the rise in wealth management for demonstrated successful leadership in their field, industry recognition and the potential to continue rising in influence and prominence, naming three executives to our Top Women Rising Stars list.
Of course, there are many other women rising in wealth management and our industry continues to seek the best ways to promote women’s careers, opportunity and advancement, a topic we cover in several articles this month.
The names below are in no specific order and each winner is equally deserving of the award. Please congratulate them with us.
As a service provider in the quickly evolving wealth management fintech space, Advyzon has grown rapidly in the past five years – from 200 clients to 1,200 – serving financial advisors with tools covering portfolio management, billing, customer relationships, trade rebalancing, document management, client portals and more.
With five years of experience at Advyzon, Kelly Fitzpatrick rose to Product Manager a year ago, a role in which she leverages her previous experience as Head of Client Services at Advyzon and a financial planner at GCG Financial to understand and respond to client needs by enhancing the ease of use, efficiency and power of products.
Over the past two years, Mutschler successfully spearheaded the marketing and promotion of FSI’s industry events, which are among the most well-attended in wealth management, driving significant engagement in in-person events during the pandemic and also leading the marketing and promotion of complementary, virtual versions of the events, reinforcing FSI’s continued importance to the industry in uncertain times.
Prior to FSI, Mutschler served as a Communications & Marketing Specialist at the Insured Retirement Institute, a trade association for the insured retirement industry.
In her nine years at Commonwealth Financial Network, Jacquelyn Marchand has climbed the media relations ranks to the top, now heading the corporate communications department as an integral contributor to Commonwealth’s broader marketing strategy.
As part of her position, Marchand manages online brand reputation and social media presence, a role for which she is well-suited given her background in marketing, including serving previously as Marketing Coordinator at HighPoint Capital. She also served in public relations at LPL Financial.
In addition, Marchand contributes to the development, design and maintenance of Commonwealth’s website.
Janeesa Hollingshead, Senior Editor at Wealth Solutions Report, can be reached at firstname.lastname@example.org