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

Becky is the Senior Vice President of Talent Development and Organization Effectiveness at Capital Group, home of the American Funds. Capital Group is one of the world’s largest investment management organizations, managing over $2.4 trillion. For over 90 years, Capital has helped people take control of their financial futures by staying true to our core beliefs, our approach to investment and our commitment to community. We believe that the success of the people who invest with us depends on the success of the people we invest in.

As a senior financial advisor, Liz provides financial planning and advice, working with clients to develop strategies unique to their financial and personal goals. She coordinates all aspects of wealth management and collaborates with Running Point’s team of cross-disciplinary professionals to provide options and solutions for individual situations.

Jan Walsh is a highly motivated and accomplished insurance executive with personal and professional integrity. Her innovative sales and marketing strategies and leadership skills 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.

In 1990, Jerri Rosen was President of J.L. Rosen & Company, blending 25+ years of marketing communications experience in developing results-oriented planned giving and development programs for nonprofit organizations. Jerri and five friends found themselves disturbed by the growing statistics of domestic violence. The group set out on a mission to help. With the intention of hosting a onetime only event, they held the first ever “Day of Self-Esteem™,” which served 67 women from six shelters. The event became the launching pad for Working Wardrobes. In 1995, the organization received official nonprofit status.

Joyce Averna is a Vice President with J.P. Morgan’s Private Bank in Orange County, California. She is responsible for serving and advising families on all facets of their financial life including investment and wealth management strategies, banking, lending, trust and estate planning, and charitable giving.

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.

Stephanie King is a seasoned investment management executive whose career includes seventeen years at PIMCO. As head of institutional sales groups, she drove strategy to exceed revenue targets. And, she advised and educated investors and their boards on investment strategies as a senior account manager.

Sonja Strzoda is an inspirational investment management executive who has consistently advanced financial service organizations. Sonja brings broad proficiency in capital markets as well as in the marketing and distribution of both traditional and alternative investments. She possesses strong relationship management and strategic growth expertise, and has worked across market channels including institutional investors, intermediaries and retail organizations with large global networks.

RealtyOne Group West
Real Estate Investment Specialist
Trae Lewis has deep roots in Orange County where she was born and raised, before receiving her BA in Journalism from the University of Colorado, Boulder.

Anna Yu a Senior Vice President and an Account Manager at Pacific Investment Management Company (PIMCO) with over 20 years of experience working in the asset management industry. Anna focuses on client servicing and business development in the U.S. and works primary with institutional corporate retirement plans.

​

Evelyn is a Certified Financial Planner™ (CFP®) professional and serves on the Board of Directors of the Financial Planning Association. She was an adjunct professor in the Personal Financial Planning Program at the University of California at Irvine and serves on the Advisory Board for the Center for Investment and Wealth Management at UCI.

Laura has been sought after to serve on professional boards throughout her career. She is currently a member of the TD Ameritrade Elite Advisory Board, where members meet quarterly to weigh in on industry issues. She was recently appointed a Trustee of the Board of Foundation for Financial Planning, a national organization that supports pro bono financial planning. Laura has also served as a Director on the National Board of the Institute of Certified Financial Planners, and is a past President of the Orange County Society of the ICFP. Laura served on the Charles Schwab Institutional Advisory Board and the Certified Financial Planner Board of Standards’ Board of Examiners.

LINDA A. BARLOW, CFP, is an independent, full service, fee-only financial adviser, providing guidance and management of investment portfolios for individuals and small-to-medium sized pension plans. Her firm has been named as one of the top 100 financial planning firms in the country by Mutual Funds magazine, one of the “top dogs” in Bloomberg Magazine, and numerous newspapers.

Marilyn Blank has been practicing as a certified public accountant since 1986. M. Blank & Company was established in 1993 after having spent 7 years with Deloitte and Touche in Los Angeles and Orange County.

Mark Moehlman holds an MBA from the USC Marshall School of Business, and has dedicated his entire business career to helping others manage their wealth. Mark was born in Los Angeles and moved to Newport Beach in 1975, and has lived in Big Canyon for the past twenty years.

Nella has over thirty years of experience in providing investment management and financial planning services to clients throughout Southern California.

Putri Pascualy is a Managing Director and Credit Product Specialist focusing on Angelo Gordon’s multi-strategy and performing credit investment strategies.

Rosemary Pugh is an accomplished marketing executive who leads marketing content strategy at MSCI, a leading provider of critical decision support tools and services for the global investment community. Previously she served as Head of Marketing for Research Affiliates and Green Street. Her tenure at Research Affiliates was marked by exceptionally rapid growth in followers across digital platforms, virtual event attendance and inbound lead generation. Over her ten years leading marketing at Green Street, Rosemary built a highly talented and global team, introduced a host of technologies to capitalize on innovations revolutionizing the digital marketing sphere, and developed a robust inhouse media effort.

Financial services professional with over 20 years of industry experience. Previous positions prior to joining Prudential in 2011 have been a retirement plan consultant specializing in investment consulting, branch manager/compliance officer for large independent broker/dealer firm and portfolio manager for high net worth individuals.

Dr. Victoria Collins, Ph.D., Invest In Yourself Conference Founder, a principal in First Foundation Advisors, has been named among the "best financial advisors" in the country by Worth Magazine for five consecutive years.

Consuelo Mack, Tearing Down The Pink Wall Advisory Board, joined CNBC in 1998 as part of the network’s strategic alliance with Dow Jones and is one of the most accomplished women in business journalism.

Jane Buchan, PhD, CAIA, Chief Executive Officer, Martlet Asset Management

Katy Sherrerd, PhD CFA, Partner, Vice Chair, Research Affiliates

Reshma Kapadia is an award-winning financial journalist with more than two decades of experience covering markets, economics and business news. Currently, Reshma is an associate editor at Barron’s Magazine, where she writes frequently on China, retirement, and investing themes at the intersection of geopolitics, economics and markets. Reshma helped launch Level Up, an event series featuring conversations with influential women in finance about investing, caregiving, philanthropy and more.

Veronica Dagher is passionate about empowering women to take ownership of their finances and maximize their career success. She loves to speak and write about these issues to help women live up to their fullest potential. She is the author of the WSJ ebook, Resilience.

Helen M. Olson, Ph.D., was a founding member of the Invest in Yourself Conference and Founder of WISE, Women Investing in Education and Security®, a nonprofit foundation formed in 1999.
She retired from a career in molecular biology and clinical chemistry having published extensively in those areas. Sadly, Helen passed away on July 1, 2021. Because of her inspiration and vision, WISE continues to educate thousands of women every year.