|
Rachel D. Hyman is President and Executive Director of The Family Wealth Alliance. In this role, Rachel leads day-to-day operations, team management, relationship management, and business development for FWA. Rachel brings extensive experience in public, private, start-up, and non-profit entities such as E*Trade, Motorola, Oracle, and Kellogg School of Management. She built her career creating and nurturing strategic relationships at every level inside and outside an organization, and is a passionate catalyst across stakeholders, leveraging the power of exceptional communication and collaboration. Rachel is driven to make a positive impact through personal relationships and strategic initiatives at every stage of our growth. |
Rachel Hyman
Senior Director of Member Experience
The Family Wealth Alliance
Brooke Morimoto is the Senior Director of Member Experience for The Family Wealth Alliance.
In this role, Brooke is responsible for strengthening member and sponsor relationships through best-in-class CX, programming, and content, as well as designing comprehensive organizational processes. Prior to joining FWA, Brooke worked in the nonprofit sector in data management and strategic planning roles.
Brooke received her Master's degree in Public Administration from the University of North Carolina at Charlotte.
Founder
Myers Leadership
Betsy Myers is on a mission to improve leadership by developing leaders and teams who infuse passion and purpose into their organizations by leading from both the head and the heart. Betsy’s insightful keynotes and workshops have inspired and offered practical guidance to executives and managers around the world who want to level up their leadership, retain top talent, and achieve results in the modern workplace.
Betsy is a renowned expert on emerging leadership trends and women’s leadership and is the author of Take the Lead: Motivate, Inspire, and Bring Out the Best in Yourself and Everyone Around You. She is currently a senior advisor at the Warren Bennis Leadership Institute at the University of Cincinnati. She also serves on the Council on Advancing Women in Business for the Export-Import Bank of the United States and has extensive experience in the corporate world, government settings, and in higher education.
Previously, she was founding director of the Center for Women and Business at Bentley University and executive director of the Center for Public Leadership at Harvard's Kennedy School. A senior adviser to two U.S. presidents, Betsy served as President Clinton’s Advisor on Women’s Issues and was Chief Operating Officer of President Obama’s 2008 National Presidential Campaign. She also held leadership roles in the U.S. Small Business Administration.
Chief Business Development Officer
Him For Her
Crista leads business development for Him For Her, an Aspen Institute-inspired social impact venture accelerating diversity on private and public company boards. She serves on the boards of Elemeno Health, a Bay Area-based digital health brand and Ad Fontes Media, a B2B & B2E SaaS tool rating news sites, podcasts and shows for reliability and bias, and is also a trustee at The Contemporary Austin. Crista spent more than two decades in entrepreneurial, operating roles leading, launching, reviving and growing emerging consumer brands and reinvigorating iconic ones.
Founder
How Women Invest
Julie Castro Abrams is the founder and Managing Partner of How Women Invest, an early-stage venture firm focused on high-growth, tech-enabled women-founded enterprises. With over twenty years as a CEO and board director, Julie brings extensive experience in supporting and identifying early-stage entrepreneurs. As the CEO of Women's Initiative for Self Employment, she helped launch a network of over 6,000 successful women-owned businesses. Julie is also involved in promoting corporate board diversity and has been a key player in driving legislative initiatives for women's advancement. Julie has received numerous awards and recognition for her work and has been featured in several books and media outlets.
Associate Managing Director
Arabella Advisors
Abby Newcomer is an associate managing director, where she works on equity-focused strategy, grantmaking, and donor collaboration projects with institutional, corporate, and family clients. In her time at Arabella, Abby has helped more than 50 clients design and launch strategies and new initiatives and run grantmaking programs on a range of issues, with a particular focus on education.
Abby leads Arabella’s collaboration and network-development services, has helped launch multiple large-scale early childhood education funding efforts, and has supported several grant makers to assess how they can more effectively fund college access and success and career-readiness efforts nationwide. In supporting collaboration, she considers participants’ values, goals, and preferences for engagement, and seeks to find common ground between donors’ interests and the needs of communities.
Recent examples of her work include directing an early care and education initiative that focused on transforming the early care and education workforce by increasing compensation and transforming educator preparation. She also led a major education funder’s annual grants program to enhance teachers’ leadership skills and expand teachers’ voices in policy and professional development. Abby is currently overseeing an initiative to develop a global network of organizations that focus on enhancing digital resilience among social justice organizations in the Global South.
Abby brings over 15 years of experience in the nonprofit and public sectors. Prior to joining Arabella, Abby worked at CLASP where she managed an initiative to connect non-traditional students to resources that would allow them to finance their education. She also advised institutional foundations and policymakers on human services and education policy and program development. She also conducted research and participated in advocacy efforts to improve economic conditions for families and workers, and guided policy efforts to improve coordination among public income and work supports programs.
Abby holds a bachelor’s degree in sociology from Bates College, an MPP from the University of Michigan, and a graduate certificate in women in politics from the University of Massachusetts Boston. She volunteers as a tax preparer in the Boston area, where she lives with her husband and young son.
Partner, Chief Strategy Officer
Brown Advisory
Dune Thorne is a Partner at Brown Advisory where she serves on the Executive Committee and as the Chief Strategy Officer. Brown Advisory is an investment advisory firm that manages over $150B in assets for institutions and family offices across seventeen offices globally. Her work is focused on multi-generational planning for global family offices with a focus on sustainable and impact investing.
In 2010 she founded Invest in Girls, a non-profit focused on financial literacy for under-represented high-school girls that works with over 6,000 girls across the country and is continuing to grow and expand through its combination with The Council for Economic Education.
Dune has been honored with numerous awards, including the Top 50 Women Leaders of Massachusetts, EV Kids Youth Champion Award, World Economic Forum’ Young Global Leader, Advisor One’s Top 50 Women in Wealth, and Boston Business Journal’s Emerging Leader. A frequent speaker, radio and television interviewee, Dune authored her own TEDx talk, “Jump to the New S Curve: Unleash the Power of Inclusion” and been quoted in financial journals as well as The New York Times, Wall Street Journal and Forbes.com.
Dune attended Harvard Business School where she received an MBA and was the recipient of a Summer Social Enterprise Fellowship in 2003. She holds a BA from Dartmouth College in Economics where she was captain of the nationally ranked Women’s Lacrosse team and received All-Ivy Academic Honors. She is a graduate of the Boston Center for Community & Justice Lead Boston Program, the Global Leadership and Public Policy for the 21st Century at the Harvard Kennedy School and the Leadership in Energy Innovation and Environmental Consideration at Princeton University.
Ms. Thorne has three children and her personal passions are the arts, running, skiing, golf, tennis, traveling, being outside and active with her family and doing everything she can to help build a more equitable and just society.
Managing Director
BMO Family Office
Meeta Yadava is a Managing Director at BMO Family Office, an integrated wealth management provider that serves ultra-affluent individuals, families and family offices across their tax, estate, investment, philanthropic, risk and family capital needs. Meeta joined our organization in 2009 and has 28 years of experience helping clients navigate the complex issues of significant wealth. She leads teams across 12 states and is responsible for client engagement across the enterprise and helps to develop and execute upon strategies for delivering exceptional client experiences. She leads BMO for Women for the Family Office.
Meeta earned a Bachelor of Commerce with honors in Business, Finance and Accounting from Hindu College, Delhi University in India. She also earned an MBE in Finance and Marketing from Delhi University in India. She is a Certified Financial Planner® professional and is currently pursuing the Certified Divorce Financial Analyst® certification. Meeta has Series 7, 63 and 65 licenses.
She is on the WINGS suburban leadership council, on the investment committee of Barrington Area Community Foundation, where she has previously served on the Board; and is Chairman of the Laxmi Tara Public School in India, educating 1,400 under privileged students in rural India, Meeta was named a BMO Private Bank Platinum Award Recipient in 2013, 2014, 2015, 2022 and 2023 in recognition of her contributions to growing the business. She was selected to Diversity MBA’s eleventh annual list of Top 100 under 50 Diverse Emerging Leaders for 2017. Meeta makes her home in Glenview, Illinois. She enjoys traveling and outdoor sports.
Chief Executive Officer
WOCSTAR Capital
Gayle Jennings-O'Byrne is CEO of WOCSTAR Capital, and co-founder of the Wocstar Fund, an early-stage venture fund that invests in the future of consumption and innovation using a female arbitrage strategy -- women of color tech entrepreneurs (“WOCstars”). Gayle (pronounced: Gay-lä) was named "10 Women Changing the Landscape of Leadership" by the New York Times, March 2021, One of the Top Black Venture Capitalists, Business Insider, February 2024 and Top 10 Women of Influence in Venture Capital by Venture Capital Journal, July 2022. She is an instructor at Wocstar Academy and co-founder of the Ally Capital Collab, an initiative to tackle systemic underinvestment in women of color fund managers.
Gayle has over 30+ years of Wall Street, technology, philanthropy, training, and professional speaking experience. She is a former mergers and acquisitions banker at JPMorgan. She led the capital/planning effort for the Cinema High School, the first public high school of its kind. She began her career at Sun Microsystems.
She is a graduate of the Wharton School of Business, the University of Michigan, and an attendee of the National University of Singapore and the City of London Polytechnic.
Gayle was recently appointed to the Tri Delta Foundation Board. She is the former President of The Nantucket Project Academy and a former board member of Women.NYC, NYC Economic Development Corporation, and current board member of BE.NYC (Black Entrepreneurs), NYC Department of Small Business Services. Gayle is a 2022 recipient of the U.S. Presidential Lifetime Achievement Award and the 2021 Tri-Delta Woman of Achievement Award. Associate Producer of "Thoughts of a Colored Man" a Broadway play (October 2021) and investor in “For Colored Girls Who Have Considered Suicide / When the Rainbow Is Enuf” (April 2022) which was nominated for seven Tony Awards® as well as an investor in several films and media projects.
Chief Diversity, Equity & Inclusion Officer
Glenmede
Nina L. Cohen is Glenmede’s Chief Diversity, Equity & Inclusion Officer. Ms. Cohen leads the firm’s strategies to foster an inclusive culture and equitable workplace. In addition, she serves as strategic advisor to Glenmede’s Center for Family Philanthropy and Wealth Education. Ms. Cohen is a member of the firm’s Executive Committee, which is the leadership team responsible for the development and execution of the firm’s business strategy. Prior to joining Glenmede, Ms. Cohen practiced law with a concentration in trust, estate and charitable gift planning;
Ms. Cohen received her Juris Doctor from the University of Pennsylvania Law School and Bachelor of Social Work from Temple University. Ms. Cohen completed the Diversity and Inclusion Certificate Program through Cornell University, received the Chartered Advisor in Philanthropy® designation from The American College of Financial Services, and holds the designation of 21/64 Certified Advisor.
Ms. Cohen serves as Vice-Chair of the Board of Exponent Philanthropy. She also serves on the Board of Advisors of Samost Jewish Family & Children’s Services, and on the Board of Directors of Philanos. Ms. Cohen is a member of the Forum of Executive Women and Impact100 SJ.
Chief Executive Officer/Co-Founder
Westfuller
Ian Co-founder and CEO of Westfuller, a values-driven investment advisory and wealth management firm that provides advice, strategy, and investment management for mission-aligned global individuals, families, non-profits and foundations.
A specialist in evidence-driven, global wealth advisory and planning, strategic investment management, and philanthropic giving; he works closely with people and institutions to empower wealth with purpose. Ian is a believer in the promise of money and financial systems to drive a flourishing democracy and economy.
He co-leads the firm’s commitment to support efforts building: a just and equitable society, public purpose finance for All, and community infrastructure and assets. As an activist and adviser; he is the Board Chair of the Marguerite Casey Foundation with an endowment with a 100% commitment to mission-aligned investing, board chair of Common Justice, and serves as the treasurer/finance chair for many social justice organizations, including Color of Change, The Workers Lab, Proteus Action League, and the Amalgamated Bank Charitable Foundation. Ian is also an active angel investor in high-growth, BIPOC-led businesses.
Ian received both a B.S. in Economics and an M.S. in International Affairs/Global Finance from Hong Kong University of Science and Technology/New York University; and holds a Chartered Financial Consultant designation; and the Series 66 securities license (7 and 24 are inactive). He lives on the Lower East Side of New York City with his family where he can often be found perfecting ristretto pulls, reading a good book or training for the next adventure race.
National Director of Women & Wealth
Northern Trust
Steph L. Wagner is responsible for leading Northern Trust’s advisory practice for women and oversees its Elevating Women platform. Her personal story is one of reinvention: from private equity vice president to stay-at-home mom, to single mother fearful about her financial security, to successful businesswoman. This journey inspired Steph to devote her life to educating and empowering women to take charge of their financial lives.
Prior to joining Northern Trust, Steph served as Managing Director and Co-founder of Sendero Women & Wealth, a division of a registered investment advisory firm based in central Texas. Prior to that, Steph built a national consulting practice as a financial strategist for high-net-worth women in transition. She was also the founder and CEO of WomenWealthyWise, where she partnered with wealth management firms nationwide to strengthen their women’s initiatives. Prior to starting her businesses, Steph worked in private equity as a Vice President at Gemini Investors, a Boston-based private investment firm focused on providing capital to established, smaller middle-market businesses.
Today, Steph is a nationally recognized thought leader on the intersection of women and wealth. She has developed a specialized expertise in utilizing financial strategies and empowering women with the resources to maximize their financial success. Steph’s expertise has been featured in Entrepreneur magazine, MarketWatch, Fox News, Yahoo Finance, Business Insider, Barron’s and Bloomberg.
Steph is a graduate of the University of Southern California Marshall School of Business. She is currently a governor-appointed trustee of the Texas Emergency Services Retirement System and former Board President and member of Center for Community Solutions, which serves survivors of domestic violence and sexual assault.
Partner, Director of Business Development & Marketing
Gresham
As Director of Business Development & Marketing, Nicole fosters connections with individuals and families seeking innovative client-centric solutions and a bespoke approach to wealth management.
Nicole spearheads the firm’s initiatives to expand its clientele and enhance its market presence through strategic planning and innovative marketing strategies. A critical part of her role is ensuring the firm’s measured growth remains aligned with its client centric focus. As Partner & member of Gresham’s Operating Committee, Nicole serves alongside the CEO, President and Chief Human Relations Officer to shape the firm’s direction, nurture culture, and manage overall operations.
With over 30 years of experience as an attorney, personal advisor, and financial executive, Nicole has a deep understanding of the wealth management landscape. As an author and speaker, Nicole contributes to prominent publications and platforms in the financial industry.
Prior to joining Gresham in 2021, Nicole spent nine years in leadership roles at the PNC Financial Services Group, including as Executive Vice President. As the Managing Executive of Hawthorn, PNC Family Wealth, Nicole led PNC’s Ultra High Net Worth wealth management and investment advisory services, with investment assets of $32 billion across 8 regional offices for 700 client families.
Nicole began her career on Madison Avenue in the advertising industry at D’Aarcy, Masius, Benton & Bowles. Following graduation from law school in 1996, she practiced trust and estate law with Morgan Lewis, before establishing her own practice in 2003. Throughout her career, Nicole also held a leadership role in her family’s closely held business in New York City. In her leisure time, Nicole spends time with her husband and children and indulges in her love for travel, especially to Italy where extended family lives.
Founder
The Mars Hill Group
Jermaine Moore has spent the last twenty years partnering with leaders to uncover pathways to higher achievement and greater organizational impact. Whether through one-on-one coaching, team development or company-wide culture development, Jermaine’s focus is on building leadership competencies, team skills, and organizational behaviors that drive business results.
In addition to his role as the Founder of The Mars Hill Group, Jermaine serves as the Diversity Director for SHRM’s NH State Council, is a board member for the Diversity Workforce Coalition (DWC) and a Trustee for Berwick Academy. He is also an instructor for University of New Hampshire’s Professional Development and Training Program. He is originally from a suburb of Philadelphia. In 2006 he relocated to Southern Maine where he and his wife raised their four children. They now split their time between New England and Puerto Rico.