Wealth Solutions Report Announces Pathfinder Awards Winners For Women's History Month

Top Women Advisors, Executives And Professionals In Wealth Management Honored For Achievement And Excellence In Leadership

Pathfinder Awards Promote Diversity, Equity And Inclusion In Wealth Management Industry

NEW YORK, March 26, 2024 /PRNewswire/ — Wealth Solutions Report (WSR) – the fast-growing B2B digital media platform featuring wealth management-focused commentary, insights and analysis – today announced the winners of the WSR Pathfinder Awards – Top Women Industry Leaders of 2024, in honor of Women’s History Month. Today’s announcement is the second installment of Pathfinder Awards for the year and the 10th since launching the award series.

The invitation-only Pathfinder Awards spotlight outstanding achievement in the wealth management industry by executives and professionals from underrepresented backgrounds and communities. As part of the awards, WSR provides a platform for winners to address the industry about issues of diversity, equity and inclusion.

With 20 individuals recognized today, winners are selected based on their ability to serve as role models for coming generations, their achievements and track record, their influence and reputation in wealth management and their dedication to the industry.

Larry Roth, Founder & CEO of Wealth Solutions Report, said, “We are thrilled to continue the advancement of Wealth Solutions Report’s commitment to recognizing individuals and firms that are fundamentally transforming the business of wealth management. There are so many women executives, financial advisors and other industry professionals who are accomplishing so much. We’re excited to have the opportunity to honor them during Women’s History Month, in addition to supporting coverage of outstanding women industry leaders throughout the year.”

WSR named winners as follows, in alphabetical order:

CFO of the Year – Nancy Andrefsky, Founding Partner & CFO, Stratos Wealth Partners, who has driven the firm’s successes over the years through financial leadership
Legal Officer of the Year – Kylee Beach, General Counsel, Orion Advisor Solutions, who oversees legal, risk and compliance across the enterprise
President of the Year – Michele Coletti, President, Trust & Custody Support Solutions, AmericanTCS, who is a recognized leader in the retirement plan industry
Social Investments Executive of the Year – Lisette Cooper, Vice Chair, Fiduciary Trust International, founder of Franklin Templeton’s DEI Council
CMO of the Year – Marissa Fox-Foley, CMO, Choreo, who established her firm’s new brand on the national stage within 12 months
CEO of the Year – Kim Crawford Goodman, CEO, Smarsh, who throughout her career has held executive positions at many household-name firms
Public Interest Executive of the Year – Katie Hammer, VP of Development & Communications, Foundation for Financial Planning, who leads successful initiatives serving people in need
Wealthtech Executive of the Year – Meghan Holmes, COO, Advyzon Investment Management, which has grown rapidly in products and partnerships under her leadership
COO of the Year – Shruti Joshi, President & COO, Facet Wealth, a specialist in client acquisition and retention strategies and client experience development
Investment Platform Executive of the Year – Beata Kirr, Chief Impact Officer, The Copia Group, who curates social impact investments for private alternatives
Consultancy Executive of the Year – Laura Korbel, President, F2 Strategy, who fosters a firm culture of career growth and empowerment, authenticity and well-being
Financial Advisor of the Year – Sue English Mazzetti, Partner, Quorum Private Wealth, a Sanctuary Wealth affiliate, who blends wealth management and accounting expertise to serve her clients
Finance Executive of the Year – Liz Nesvold, Chair, Emigrant Partners & Vice Chair, Emigrant Bank, a widely recognized expert in wealth management banking
CIO of the Year – Marta Norton, Chief Investment Officer for the Americas, Morningstar Wealth, who manages almost a quarter trillion dollars in assets
Communications & Marketing Agency Executive of the Year – Katherine Paulson, Partner and Head Of Digital Marketing Strategies, Haven Tower Group & Managing Partner, Haven Mark Partners, a digital marketing platform recently launched under her leadership
Financial Planner of the Year – Barbara A. Pietrangelo, Financial Planner, Prudential Advisors, who chairs a nonprofit dedicated to teaching Americans about insurance
Estate Planning Executive of the Year – Anne Rhodes, Chief Legal Officer, Wealth.com, a recognized industry expert in tax, trusts and estates
Strategy Executive of the Year – Dimple Shah, EVP, Head of Corporate Strategy, Osaic, a two-decade veteran corporate and business strategist
Advisor Development Executive of the Year – Nicola (Niki) Sutton, VP of Advisor Engagement, Beacon Capital Management, who founded professional women’s groups in her current firm and several past firms
Banking Executive of the Year – Chenoa Taitt, Head of Marketing, Stephens, who led the development of the firm’s augmented digital marketing initiatives, and its INVESTED initiative for advancing the success of women in the workplace

“Our team is proud to name this month’s WSR Pathfinder Awards winners, and we believe their professional excellence will inspire our industry, and especially the women of our industry,” said Julius Buchanan, WSR’s Editor in Chief. “At the same time, there is much yet to be done to advance women in wealth management. We are pleased to serve as a catalyst and platform for conversations about these issues, to help secure a brighter future for everyone in our industry.”

WSR is a subsidiary asset of Finetric Media, a portfolio company of RLR Strategic Partners, that launches and scales digital media platforms that target specific professional verticals with informative B2B content. In January, it named winners of the annual WSR Wealth Exemplar Awards and in February, the Pathfinder Awards – Top Black Industry Leaders of 2024, coinciding with Black History Month.

About Wealth Solutions Report

Wealth Solutions Report (WSR) is a digital platform for insights, analysis and expert commentary provided by wealth management industry leaders, for wealth management industry participants. Its team of editors, research analysts and expert columnists deliver content that inspires, engages and entertains industry audiences by spotlighting actionable growth strategies while demystifying complex issues. WSR delivers each week’s content through its flagship website, e-blasts to registered readers and via social media, with an emphasis on LinkedIn. For more information, please visit https://wealthsolutionsreport.com/.

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Contributing Editor & Research Analyst

Wealth Solutions Report

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