2013 Women’s Symposium

The 19th annual Raymond James Women's Symposium brought together women from across our industry to take part in thought-provoking education sessions and hear from inspiring speakers. While here attendees explored their true potential, shared experiences with peers, and embraced opportunities to help their businesses grow. This year we hope you'll consider joining us.

2013 Women’s Symposium Agenda
Monday, October 21
10:00 a.m. – 1:00 p.m. Registration (Vinoy Main Lobby)
12:00 p.m. – 5:00 p.m. Internet Café (Palm Court Foyer)
12:00 p.m. – 1:00 p.m. Lunch (Royal Ballroom)
1:00 p.m. – 5:00 p.m. Registration Continues (Palm Court Foyer)
1:00 p.m. – 1:05 p.m. Welcome from Nicole Spinelli (Majestic Ballroom)
1:05 p.m. – 1:45 p.m. Women’s Advisory Council Presentation (Majestic Ballroom)
Did You Know?
1:45 p.m. – 2:45 p.m. General Session – Linda Duessel, Senior Vice President, Federated Investors (Majestic Ballroom)
The Economy, The Market, and Investment Implications
2:45 p.m. - 2:55 p.m. Break
2:55 p.m. – 3:40 p.m. General Session – Top Advisor Panel (Majestic Ballroom)
Business Succession
3:45 p.m. – 4:35 p.m. General Session – Gloria Feldt, Co-founder and President, Take the Lead (Majestic Ballroom)
Leadership and Success
6:00 p.m. – 9:00 p.m. Welcome Reception & Networking Dinner (Sunset Ballroom, Vinoy Golf Club)
Tuesday, October 22
7:00 a.m. – 5:00 p.m. Internet Café (Palm Court Foyer)
7:00 a.m. – 7:55 a.m. Department Head Update Breakfast (Royal Ballroom)
Networking Breakfast (Palm Court Foyer) (held concurrently)
7:00 a.m. – 4:00 p.m. Technology Center (Palm Court Foyer)
8:05 a.m. – 9:00 a.m. General Session – Amy Florian, Chief Executive Officer, Corgenius – sponsored by Ivy Funds (Majestic Ballroom)
Prepare to Meet Thy Boom: Helping Clients in Transition
9:00 a.m. – 9:05 a.m. Study Group Instructions
Eileen Carpenter, Performance Consultant, PCG Education
9:05 a.m. – 9:15 a.m. Break
9:15 a.m. – 10:30 a.m. Study Groups/Roundtables
10:30 a.m. – 10:40 a.m. Break
10:40 a.m. – 11:10 a.m. General Session – Bella Allaire, Executive Vice President, Technology and Operations (Majestic Ballroom)
Technology Update
11:10 a.m. – 12:00 p.m. General Session – Paul Reilly, Chief Executive Officer, Raymond James Financial (Majestic Ballroom)
12:00 p.m. – 1:10 p.m. Lunch & Education Partner Showcase (Royal Ballroom)
1:10 p.m. – 2:00 p.m. Educational Sessions I (five options offered)

“A Tale of Two Minds” (Plaza Level A)
Suzette Rothberg, American Funds, Sr. V.P. Business Development/Training

“Goal Planning & Monitoring” (Royal Ballroom)
John Catalano, Director, Advisory Practice & Planning Software

“Building a Team: Structuring for Service and Growth” (Plaza Level B)
Lynn Fuast, Senior Vice President, Investments, Faust Boyer Group

“Long-Term Care Insurance Options” (Plaza Level C)
Kevin Newman, Vice President of Wealth Strategies, Associates of Clifton Park
Eileen Dunn, Care Manager/Corporate Gerontologist, Associates of Clifton Park

“Five Challenges Advisors Face Now and What to do About Them’ (Plaza Level D)
Susan Tamme Goodman, Coach, Author and Consultant, sponsored by Wells Fargo
2:00 p.m. – 2:10 p.m. Break (Palm Court Foyer)
2:10 p.m. – 3:00 p.m. Educational Sessions II (five options)

“Goal Planning & Monitoring” (Royal Ballroom)
John Catalano, Director, Advisory Practice & Planning Software

“Social Media for Beginners” (Plaza Level A)
Karin Zabel with Hearsay Social, Patty Grayson, Branch Marketing Assistant, Sacha Millstone, Millstone Evans Group of Raymond James & Associates

“Fixed Income Opportunities in Today’s Rising Rate World” (Plaza Level B)
Jon Cooley, Relationship Manager, Putnam Investments

“Leadership – Learning to Successfully Manage Your Team” (Plaza Level C)
Clara Sierra, Executive V.P., Sentinel Investments

“Women & Sustainability: The Future of Your Practice” (Plaza Level D)
Kathleen McQuiggan, Senior Advisor, PaxWorld
3:00 p.m. – 3:10 p.m. Break (Palm Court Foyer)
3:10 p.m. – 4:10 p.m. General Session – Susan Kay, Vice President, Director of Business Development, MFS (Majestic Ballroom)
Performance Excellence: Strategies of World Class Advisors
4:10 p.m. – 4:45 p.m. General Session – Dennis Zank, Chief Operating Officer, Raymond James Financial (Majestic Ballroom)
6:00 p.m. – 6:45 p.m. Networking Reception (Sunset Ballroom, Vinoy Golf Club)
6:45 p.m. – 9:00 p.m. Celebration & Awards Dinner (Grand Ballroom)
Wednesday, October 23
6:30 a.m. – 7:30 a.m. Yoga
7:00 a.m. – 3:45 p.m. Internet Café (Palm Court Foyer)
7:00 a.m. – 8:00 a.m. Networking Breakfast (Palm Court Foyer)
iPad Working Breakfast (Royal Ballroom) (held concurrently)
8:00 a.m. – 12:00 p.m. Technology Center (Palm Court Foyer)
8:00 a.m. – 8:50 a.m. General Session – Kelly Townsend, President, Townsend Consulting Group (Majestic Ballroom)
The 3 Laws of Performance
8:55 a.m. – 9:25 a.m. General Session – Dr. Denise Federer, Founder, Federer Performance Management Group – sponsored by Fidelity Investments (Majestic Ballroom)
Coaching For Success: Are You Playing to “Win” or Playing “Not to Lose”?
9:35 a.m. – 10:25 a.m. Educational Sessions III – (five options)

“A Mother’s Touch ... (Intergenerational Planning)” (Plaza Level A)
Jerome Hunter, New York Life MainStay Funds

“Social Media for Utilizers” (Royal Ballroom)
Karin Zabel, Hearsay Social, Patty Grayson, Branch Marketing Assistant, Sacha Millstone, Millstone Evans Group of Raymond James & Associates

“Portfolio Construction and Investment Management Theory” (Plaza Level B)
Melda Mergen, V.P. Investment Oversight, Columbia Management

“CRM & Client Center Update” (Plaza Level C)
Josh Bohlander, V.P., Business Technology

“Coaches, Mentors and Sponsors: Why You Need this Trio on Your Professional Journey to the Summit” (Plaza Level D)
Haley Norman, Managing Partner, Metajourn
10:25 a.m. – 10:35 a.m. Break (Palm Court Foyer)
10:35 a.m. – 11:25 a.m. General Session – Chris Jahnke, President, Positive Communications
Communication Skills of Powerful Women (Majestic Ballroom)
11:25 a.m. – 12:00 p.m. General Session – Chet Helck, Chief Executive Officer, Global PCG;
Scott Curtis, President, RJFS; Tash Elwyn, President, RJA (Majestic Ballroom)
12:00 p.m. Lunch (Palm Court Foyer)
1:00 p.m. – 2:00 p.m. CFP Ethics – Dawn Starks (Majestic Ballroom)

 


This year’s featured speakers include:

Linda Duessel

Senior Vice President
Federated Investors

Linda Duessel is a senior equity strategist and part of the team responsible for formulating Federated’s house views on equity market conditions and the firm’s positioning strategies.  She has been a regular contributor to CNBC and Bloomberg and has appeared on Fox News’ “Your World with Neil Cavuto”.  Duessel has been  quoted extensively by the Associated Press, The Wall Street Journal and Barron’s, and has been featured in the annual roundtables for USA Today and Smart Money magazine.  She earned a master’s of science degree from Carnegie Mellon University and bachelor’s degree from the Wharton School of the University of Pennsylvania.

Amy Florian

CEO
Corgenius

Recognized as an acclaimed speaker, Amy Florian travels North America training professionals to effectively support clients in transition and loss. She is author of more than 90 articles and the book “No Longer Awkward: Communicating with Clients through the Toughest Times of Life.” Florian is a former columnist for the Journal of Financial Planning who has been quoted in The Wall Street Journal and featured in Financial Advisor, Financial Planning, MSN Money, On Wall Street, and Financial Advisor IQ. She holds a master’s degree and is a Fellow in Thanatology (the highest level of certification in the field of grief studies). She teaches a graduate class at Loyola University Chicago, she has worked with more than 2,000 grieving people, and she consults with firms, corporations, and individuals nationwide.

Kelly Townsend

President
Townsend Consulting Group

Bringing 25+ years in the business world, Kelly Townsend specializes in bringing a powerful experience to what is needed to take performance to the next level. Townsend possesses over 15 years international experience leading programs and Executive Coaching to thousands of people on the topics of leadership, communication, and organizational transformation. A sought-after speaker for variety of conferences, Townsend is a former graduate of Collier Leadership Institute, Past President of the Rotary Club of Marco Island, board member of the David Lawrence Center, and a contributing writer to the E’bella Magazine.

Susan Kay

Business Development Consultant
MFS Fund Distributors, Inc.

Susan Kay has 30 years of experience in the financial services industry. In her role as a business development consultant at MFS Investment Management®, she has traveled extensively, meeting on a daily basis with top advisors from a wide array of firms. She has been invited into their practices and learned about what has led to their success. Kay has asked advisors about how they market themselves, how they maintain visibility, how they treat their clients to a consistent five-star experience, how they get referrals effortlessly, and how they turn clients into raving fans. She has lectured widely and is frequently invited to speak on a variety of topics, ranging from developing a client-centric practice and exceeding client expectations to marketing yourself effectively. She is known for her competence and expertise in developing the best practice strategies in the industry. Kay is an eight-year member of the National Speakers Association.

Dr. Denise P. Federer

Clinical Psychologist and Executive Coach
Federer Performance Management Group, LLC

Denise Federer brings more than 20 years of experience as a clinician, researcher, speaker, author and consultant to her work as a performance coach. Dr. Federer, who received her B.A. in Psychology from the Honors Program at the University of Michigan and her Ph.D. in clinical psychology from Nova University, is an expert in stress management, health and wellness, communication styles, performance enhancement and motivational strategies. She has extensive experience providing guidance to leading U.S. firms and their executives and in private practice as a psychotherapist to couples, families and individuals— an intense focus that has led to her interest and expertise in peak performance coaching and in the unique dynamics of closely held and family-owned businesses. Dr. Federer is a member of the International Coaching Federation (ICF) as a credentialed Professional Certified Coach (PCC). She has also received certificates in Family Business Advising and Family Wealth Advising. Her professional affiliations over the past 24 years include the following: National Register of Health Service Providers in Psychology American Psychological Association National Association of Women Business Owners National Association of Female Executives Society for Psychologists in Management.

Christine Jahnke

President
Positive Communications

A Washington, D.C.-based speech coach, Christine Jahnke is passionate about helping women move into positions of leadership in business, government, and nonprofits. Jahnke has prepped women executives from companies as diverse as NASCAR and Avon. She provides strategic messaging for leading nonprofits such as the Annie E. Casey Foundation, Emily’s List, Planned Parenthood, and United Nations Population Fund. She has coached more women elected officials and candidates than any other trainer, and prepared First Lady Michelle Obama for her International Olympic Committee speech, and was an advisor to Hillary Clinton’s presidential campaign. A Minnesota native and former TV reporter and anchor, Jahnke has said that overcoming her own fears about public speaking forged her determination to help more women find and use their voices. She is the founder of the training firm Positive Communications (http://poscom.com/) and the media coach for the Women’s Media Center. She is the author of The Well-Spoken Woman: Your Guide to Looking and Sounding Your Best (Prometheus Books, 2011) and has spoken out about women in communications in The New York Times, The Washington Post, FOX-TV, Politico, and Fortune.

Gloria Feldt

Co-Founder and President
Take the Lead

Gloria Feldt is a nationally renowned inspirational keynote speaker, activist, and author on women, power, and leadership. Her latest book, No Excuses: 9 Ways Women Can Change How We Think About Power reveals why women are stuck at 18% of top leadership roles and, through both inspirational stories and practical tools, shows how women can redefine power, lead themselves with intention, and reach parity from the boardroom to the bedroom for good —  own and society’s.  Now, she has co-founded Take The Lead to prepare and propel women to their fair and equal share of top leadership positions by 2025! Join the movement and find out more.

Feldt’s previous books include the New York Times bestseller Send Yourself Roses, co-authored with actress Kathleen Turner, Behind Every Choice Is a Story, and The War on Choice. People Magazine calls Feldt “the voice of experience.” A teen mother from rural Texas, Feldt served as president and CEO of Planned Parenthood Federation of America, the nation’s largest reproductive health and advocacy organization, from 1996-2005. Feldt’s passion for bettering women’s lives remains her driving force as an independent commentator on women’s issues, politics, media, and leadership. Feldt teaches “Women, Power, and Leadership” at Arizona State University and serves on the board of the Women’s Media Center.

Kevin Newman, Vice President of Wealth Strategies
Associates of Clifton Park


Kevin Newman is a CFP® and has been specializing in the long-term care market with Associates of Clifton Park (AOCP) for the last ten years. His current title is VP of Wealth Strategies, helping advisors design, communicate, and implement various long-term care insurance strategies for their clients. He has been an engaging speaker at many advisor and client events across the country. He currently maintains his Series 7, 66, and Life & Health licenses. He graduated cum laude from the University at Albany with dual degrees in Economics & Mathematics.

Eileen Dunn

Care Manager/Corporate Gerontologist
Associates of Clifton Park

Eileen Dunn is a medical social worker with a bachelor’s degree in social work and a master's degree in health services administration. Dunn is employed full time by Associates of Clifton Park, the relationship firm providing LTC support for Raymond James. Working as a hospital discharge planner assisting patients with nursing home placement and post-hospital care for several years, she witnessed first-hand the financial devastation and emotional trauma of families who had not adequately prepared for their long-term healthcare needs. She also worked for the New York State Department of Health as special assistant to the director of the Office of Medicaid Management and is very knowledgeable on Medicaid eligibility, National Partnership Programs and other government programs your clients need to learn about.

In addition to working with Associates of Clifton Park, she maintains a private practice as a geriatric care manager assisting families struggling to care for aging loved ones. She is a certified through the National Academy of Certified Care Managers and is a member of the National Association of Professional Geriatric Care Managers.

Clara Sierra

EVP
Director of Strategic Alliances
Sentinel Investments

As executive vice president and director of Strategic Alliances for Sentinel Investments – a position she assumed in 2007 – Clara Sierra has global responsibility for Sentinel Investment’s relationship management team, sustainable investing research team, and advisor training and development through Sentinel Investment’s University. Throughout her diverse financial services career path, driving training and development programs has been a consistent element of her ever-evolving professional responsibilities.

Prior to Sentinel Investments, Sierra held a series of positions at AIG Advisor Group. Recruited in 2002 as senior vice president and director of Advisory Services, Sierra was responsible for the company’s entire fee-based advisory business, with over $40 billion in assets under management across five broker dealers. During her tenure at AIG Advisor Group; she also became director of Marketing, and Meetings/Events for all five of the AIG broker/dealers, and was the only woman to serve on AIG Advisor Group’ executive management team (launched in 2006).

Sierra entered the financial services industry in 1990, when she joined the former Alliance Capital (now Alliance Bernstein) and began establishing the blueprint for her financial services career. Over the course of nearly 13 years, she became involved in virtually every element of asset management – including customer service, internal and external sales, marketing, and portfolio management research. She holds Series 6 and 26 licenses. A graduate of Fairleigh Dickinson University with a bachelor’s degree in business management, she is an active member of the Women Unlimited (WU) Mentorship Program (NY/NJ Chapter). She is married with two children and resides in Central New Jersey.

Suzette Rothberg

Senior Vice President Business Development and Training
American Funds

Suzette Rothberg is a senior vice president of business development and training for American Funds Distributors. She travels across the country as a national speaker with a focus on coaching advisers to develop their professional expertise.  With more than 20 years of experience, Rothberg is a veteran in the investment industry and brings that knowledge to the development and delivery of advanced adviser education. She focuses on understanding investor behavior, defining the charac­teristics of successful financial advisers and promoting women’s leadership initiatives.

Rothberg joined American Funds in 2006. Prior to her current role, she was a wholesaler in the Midwest region, helping finan­cial advisers achieve such key business goals as attracting and growing assets, acquiring new clients and developing a successful practice. She studied international business at Mount St. Mary’s College in Los Angeles. She is a Certified Financial Planner professional and an active member of the Financial Planning Association and the National Speakers Association. She holds FINRA series 7, 26 and 63 registrations.

Rothberg  lives with her family in Minnesota, where she enjoys boating, water-skiing, snowmobiling and sub-zero temperatures.

Jerome Hunter

Regional Vice President
New York Life/MainStay Investments

As a regional vice president for New York Life, Jerome Hunter covers the Independent Channel in Michigan. He specializes in assisting financial advisors with client acquisition, client retention, and the construction of multifaceted portfolios that incorporate New York Life’s annuities, diverse mutual funds, and separately managed accounts.

During Hunter’s nine years in the financial services industry, he has had the opportunity to work as both a financial advisor and as a wholesaler, thus providing him with a unique perspective on what a valuable, beneficial, and productive relationship looks like to a financial advisor. It is with this perspective that Jerome works to build strong partnerships with his clientele. He seeks to understand how he can best service the business needs of his clients, helping them to achieve and exceed their business goals by providing them with proven methods for enhancing and growing a practice.

Melda Mergen

Vice President and Head of Investment Oversight
Columbia Management Investment Advisers, LLC

Melda Mergen has led the 5P process since 2004. The 5P process is designed to ensure the integrity of the firm’s equity investment strategies and measures philosophy, people, process, performance and product. Mergen joined the firm* in 1999 and has been a member of the investment community since 1999. Prior to her current role, Mergen was a senior quantitative research analyst. Previously, she was responsible for developing and implementing quantitative stock selection models, portfolio risk budgeting and analysis, portfolio optimization and performance attribution.

Mergen earned a B.A. in economics from Bogazici University and an MBA from the University of Massachusetts at Amherst. She is a member of the Boston Security Analysts Society and the CFA Institute. In addition, she holds the Chartered Financial Analyst and Chartered Alternative Investment Analyst designations.

Bella Loykhter Allaire

Executive Vice President of Technology and Operations
Raymond James Financial

As executive vice president of technology and operations for Raymond James Financial, Bella Loykhter Allaire oversees the firm’s technology and operations functions, including client service and the technology platforms for our advisors and capital markets professionals.

Previously, she was managing director and chief information officer of UBS Wealth Management Americas, where she developed and executed the strategic road map to transform legacy Paine Webber technology into a differentiating wealth management platform.

She began her career at Prudential Securities, where she worked for 26 years in a variety of capacities in its technology area before being promoted to executive vice president and chief information officer in 2000. During her tenure as CIO, managing a team of more than 2,000 professionals with a budget of more than $500 million, she was recognized for her leadership in establishing the firm’s technology platform as a model for best practices in supporting financial advisors and their clients.

After Wachovia’s acquisition of Prudential Securities in 2003, Allaire became a technology strategy consultant to Morgan Stanley and served as CEO of Wealthigen, initiating a securities line of business for Exigen Group, a software development firm.

Her professional affiliations include Fortune magazine’s 500 Most Powerful Women in Business, Wall Street Technologists Board of Directors and the NASDAQ Technology Group. Born and educated in Ukraine, earning her bachelor’s degree from Lviv University, she immigrated to the United States in 1977.

Paul Reilly

Chief Executive Officer
Raymond James Financial

Paul Reilly became chief executive officer of Raymond James Financial in May 2010, after joining the firm’s management team as president and CEO-designate in May 2009. He has served on the firm’s board of directors since 2005.

Most recently, he was executive chairman of Korn/Ferry International, a global provider of talent management solutions with more than 90 offices in 39 countries throughout North America, Latin America, Europe, the Middle East, Africa and Asia Pacific. Reilly began his tenure with the company as chairman and CEO in 2001 and became executive chairman in mid-2007. Prior to Korn/Ferry, he was CEO at KPMG International, a firm of more than 100,000 employees with annual revenues of $12 billion. Based in Amsterdam, he was responsible for the overall strategy and implementation of the firm's products, services and infrastructure on a global basis. Before being named CEO at KPMG, he ran the firm's financial services business and earlier had held senior management positions in its real estate consulting group.

Reilly earned his bachelor’s degree and an MBA in finance from the University of Notre Dame and holds the Certified Public Accountant designation. He is a St. Petersburg native and avid tennis player.

Dennis Zank

Chief Operating Officer
Raymond James Financial

Dennis Zank is chief operating officer of Raymond James Financial, Inc.

Zank was appointed president of Raymond James & Associates in 2002 and prior to that role served as executive vice president of operations and administration. In that role, he directed securities and customer operations, client services, information technology, office services, human resources, financial and regulatory reporting, and international operations.

Zank joined Raymond James’ Accounting department in 1978, becoming the controller in 1982. He was appointed treasurer in 1985 and was promoted to senior vice president in 1986 and executive vice president in 1992.

From 2000 to 2006, Zank served on the board of directors of the Options Clearing Corporation. He also served a three-year term on the board of directors of the National Securities Clearing Corporation from 1994 to 1997.

A 1976 graduate of the University of South Florida with a bachelor’s degree in accounting, he earned his MBA from the University of Tampa in 1982. Originally from Michigan, Zank currently resides in St. Petersburg, Florida with his wife, Marnie. He enjoys boating, fishing, racquetball and golf.

Scott A. Curtis

President
Raymond James Financial Services

As president of Raymond James Financial Services, Scott Curtis directs Raymond James’ independent contractor business that includes 3,200+ retail financial advisors and generates roughly $1.3 billion in annual revenues. He was promoted to his current position after six years as senior vice president of Raymond James & Associates Private Client Group (PCG), where he was responsible for prioritizing and directing numerous initiatives focused on PCG revenue growth, margin enhancement, service improvement, and risk mitigation. 

Curtis joined Raymond James in February 2003 as president of Raymond James Insurance Group.  He spent the prior 13years of his career with GE Financial Assurance in a variety of senior leadership roles,  including as national sales director for mutual funds and annuities and as president of the firm’s FINRA-registered broker/dealer. 

Curtis earned a MBA degree from the Ross School of Business at the University of Michigan and received a BA in economics and English from Denison University. He is a Trustee of SIFMA’s Securities Industry Institute program at the Wharton School and serves on the Board for the Chi Chi Rodriguez Youth Foundation. 

Tash Elwyn

President
Raymond James & Associates, Private Client Group

Prior to being appointed to his current position, Tash Elwyn served for five years as divisional director, senior vice president of the Atlantic Division of RJ&A. In that role, he devoted his energies to attracting new advisors to the firm and supporting advisors’ growth plans and adoption of best practices.

Elwyn began his career at Raymond James in 1993 as a financial advisor trainee out of college. After building a successful practice, he became an assistant branch manager in Atlanta and subsequently a branch manager in Chattanooga. Elwyn earned a bachelor of arts in political science from Emory University in 1993 and remains committed to his alma mater where he serves on the Emory College Alumni board.

Over the years, Elwyn has also contributed to Emory through his service with the Emory Board of Governors, the Alumni Admissions Network and as a mentor in the Emory Career Network. Elwyn is an alumnus of the Securities Industry Institute, an educational partnership between Wharton and SIFMA. He has continued his executive education by also completing the “Strategic Thinking and Management for Competitive Advantage” program at the Aresty Institute of Executive Education at Wharton. Locally, Elwyn is active in the University of South Florida Corporate Mentor Program and is a board member for the St. Petersburg Opera. He was born in Boston and grew up in Atlanta. He is married and has two children.

Kathleen McQuiggan

Senior Advisor
PaxWorld Management and President
Catalina Leadership

Kathleen McQuiggan is the President and Founder of Catalina Leadership. She was formerly a vice-president at Goldman Sachs, where she was in institutional sales in Chicago and Boston. She has 20 years of experience with major investing firms, concentrating in sales.

McQuiggan is a longtime activist for women’s issues in business. She was co-chair of the new talent subcommittee of Goldman Sachs firmwide Women’s Network Steering Committee; senior sponsor of Goldman Sachs Boston Women’s Network; and was the recipient of the Goldman Sachs Citizenship and Diversity Award. She is currently: co- president of the Boston Chapter of 85Broads; a supporter and spokesperson for the National Council for Research on Women, Women in Fund Management report; and is a member of the Simmons Women’s Initiative Forum. She has been a guest speaker at numerous conferences on women’s leadership in business including: 85Broads, Simmons College, and 100 Women in Hedge Funds.

McQuiggan has a bachelor’s degree in business administration with a concentration in finance from Towson University, which she attended on scholarship. She was captain of the women’s basketball team in her senior year when she received GTE Academic All- American honors. The university also awarded her the 2010 Dean’s Recognition Award from the College of Business and Economics.

She currently serves on the YWCA Boston board of directors, Invest in Girls board of directors, and is an active supporter of the Dartmouth Natural Resource Trust. McQuiggan resides in Boston and Dartmouth, Mass..