Specializing in New York Financial Media and PR
Darlene March is president of March Media Relations, a publi...
Angela Z. Dailey
Prior to founding DAI Partners in 1989, Angela Dailey was Senior Vice President and member of the Board of Directors of Drexel Burnham La...
Juila is an Educational Consultant. She holds a doctorate in Education from USC and a Master...
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 goa...
Jan Walsh, MBA
Jan Walsh is a highly motivated and accomplished insurance executive with personal and professional integrity.Her consultative and...
Laurie Dubchansky, CFP®
Laurie Dubchansky, CFP® I received my undergraduate degree at UCLA, and after earning a Master’s Degree in Health Care Administration, I worked in var...
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. Pub...
Elizabeth B. deSousa, CFP®
Liz provides financial planning, investment management and wealth advisory services to high net-worth individuals and famil...
Lisa Banning, CFP®
Lisa L. Banning is a Certified Financial Planner, a Registered Representative of FMN CAPITAL CORPORATION and a Registered Investment Advisory Represen...
Joyce M. Averna
Joyce Averna is an accomplished financial services professional with over 25 years experience in wealth advisory and institutional investment manageme...
Helen M. Olson, Ph.D.
Helen is a founding member of the Invest in Yourself Conference and is Founder and Founding Chairman of WISE, Women Investing in Security...
Victoria Collins, Ph.D.
Victoria Collins, Ph.D., Invest In Yourself Conference Founder & former principal of the First Foundation Adviso...
Evelyn M. Zohlen, MBA, MS, CFP®
“My own life-changing transition inspired me to start Inspired Financial so that I could help other women and their families navigate their difficult...
Marilyn Ditty, D.P.A.
As executive director of Age Well Senior Services, Dr. Marilyn Ditty leads a nonprofit public-benefit charitable organization that provides vital serv...
LAURA TARBOX, CFP®
A UCLA graduate with 30+ years of investment and financial planning experience, Laura received her CFP® in 1984. She is President of The Tarbox Group,...
Putri Pascualy, CFA, CQF
Putri Pascualy, CFA, CQF is a PAAMCO Managing Director and Sector Specialist for the Long/Short Credit sector. She focuses on the evaluation and manag...
Mark Moehlman, MBA
Managing Director, Partner
Mark Moehlman holds an MBA from the USC Marshall School of Business, and has dedicated his entire business career to helping...
Tina Schackman, CFA
VP, Consultant Relations
Financial services professional with over 20 years of industry experience. Previous positions prior to joi...
David J. Karachuk, CFA, CFP®
Jennifer M. Taylor, CPA, CDFA®
Maria Kutscher, CFA(r), CFP(r), Institutional Client Advisor
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