Prior to founding DAI Partners in 1989, Angela Dailey was Senior Vice President and member of the Board of Directors
Specializing in New York Financial Media and PR
Elizabeth B. deSousa, CFP®
Liz provides financial planning, investment management and wealth advisory services to high net-worth individuals and families
Jan Walsh is a highly motivated and accomplished insurance executive with personal and professional integrity. Her consultative and innovative sales strategies, management skills and marketing capabilities are the foundation of her success.
Janelle has 20 years of global experience across human resources, operations and strategy. With Latina roots from Honduras, she co-founded Aneuvia with the simple belief that diversity isn’t about counting numbers – it’s about making the numbers count. Janelle’s deep passion for diversity and inclusion, coupled with her strategic forte in investments is highly sought after by clients.
Joyce M. Averna
Joyce Averna is an accomplished financial services professional with over 25 years experience in wealth advisory and institutional investment management. As a Principal with Payden & Rygel, a $100 billion global asset management firm headquartered in Los Angeles, Joyce partnered with her clients to provide customized investment advice.
Juila is an Educational Consultant. She holds a doctorate in Education from USC and a Master’s degree in Administration. She is co-founder and past president of the Bulls, Bears & Ladies investment group, has founded two additional groups and has served as consultant in organizing new investment clubs. She is a member of the Protocol Commission of the Orange County Office of Protocol & International Business Development and is designated as Deputy Chief for Education. She serves on the Advisory Committee to the California State Dept. of Education and the National Advisory Committee to the American Horticultural Society.
Chief Marketing Officer
Since November 2013, I have been a volunteer and recent board member with my role being VP Marketing Officer at WISE. My goal is to recruit new members by introducing them through mixers and special events.
Laurie Dubchansky, CFP®
I received my undergraduate degree at UCLA, and after earning a Master’s Degree in Health Care Administration, I worked in various health care settings.
Lisa L. Banning
Lisa L. Banning is a Certified Financial Planner, a Registered Representative of FMN CAPITAL CORPORATION and a Registered Investment Advisory Representative of FINANCIAL MANAGEMENT NETWORK, INC. She holds her series 7 and 66 securities licenses as well as her Life/Health/Disability Insurance license, with an emphasis in Long Term Care.
Stephanie King, CFA
Stephanie King was most recently employed by PIMCO 2001-2018 where she served as executive vice president and head of the U.S. Public Institutional Client Practice. For the majority of her nearly 17-year tenure at PIMCO she advised a variety of institutional investors including public, corporate, foundation, insurance and healthcare across a range of asset pools including pension, operating, permanent fund and defined contribution to deliver customized investment solutions.