CWIM Ambassadors

Traveling or relocating to a new region?

Meet close friends and champions of Collaborative WIM.

With their help, we are sharing resources and connecting individuals to a truly integrated global community that promotes our shared vision. We are looking forward to another year of supporting the advancement and development of female leaders and celebrating their accomplishments!

Anna Anzina
Executive Director

CFA Society Ukraine
CFA Society Ukraine

Laura Prina Cerai
Fund Manager

ALTRAFIN group
CFA Society Switzerland

Christina Shaffer, CFA
Director

AllGen Financial Advisors
CFA Society Orlando

İlke Takımoğlu Homriş, CFA
Executive Director

CFA Society Istanbul
CFA Society Istanbul

Adrian Hughes, CFA
Portfolio Manager

Regions Bank
CFA Society Alabama

Beth Johnson, CFA, CAIA
Partner

Mercer Investment Consulting
CFA Society Nashville

Melissa McGrane, CFA
Portfolio Manager

GlobeFlex Capital
CFA Society San Deigo

Cynthia McLaughlin, MBA
Investment Writer / Analyst

American Association of Individual Investors
CFA Society Chicago; CFA Society Indianapolis

Steven Miller, CFA
Senior Consultant

BNY Mellon
CFA Society Pittsburg

Ceylan Ozdemir, CFA
Investment and Finance Director

Lincoln Dynamic Group
CFA Society Nevada

Guillermina Pagaza
Executive Director

CFA Society Mexico
CFA Society Mexico

Kelly Palmer, CFA
Founder & Principal

Advisor Checkup LLC
CFA Society Chicago

Marcella Pasi, CFA
Manager, Membership Italy

Borsa Italiana
CFA Society Italy

Linda Yu, CFA
Dean

Utah Tech University
CFA Society Milwaukee

Serra Akçay, CFA
Assistant Specialist

CFA Society Istanbul
CFA Society Istanbul

Maggie Wong, CFA
Director of Product Management

Silicon Valley Bank
CFA Society New York

Nancy Vailakis
Principal

Ancram IRBD LLC

Tara York, CFA
Director

Luma Financial Technologies
CFA Society Cincinnati

Michele Bernius, CFA, CAIA
Director of Investments

University of Wisconsin Foundation
CFA Society Madison

Ivy Wan-Beltejar, ASA, CFA
Senior Manager

Empire Valuation Consultant
CFA Society Rochester

Shiyun Wan
Social Impact

Irene Tsai, CFA, CFP, ChFC, CLU
Director

Johnson Asset Management
CFA Society Cincinnati; FPA Southwestern Ohio

Laura Herrera, CFA
Portfolio Manager

LaFirma Capital
CFA Society Mexico

Nazreen Nazeer
Senior Specialist

Warba Bank
CFA Society Kuwait

Rachel Van Dusen, CFA
Director

Allspring Global Investments

Anna Sayer
Director, Consultant Relations

Schroders

Chelsey Bishop
Senior Investment Analyst

TruStage

Natalie Philippou, CFA
Relationship Manager Affluent Banking

Bank of Cyprus
CFA Society Cyprus

Natasa Djorovic Bijanic, CFA
Deputy General Manager, Monetary and FX Operations

NBS
CFA Society Serbia

Tina Schackman, CFA, CFP
Senior Retirement Plan Consultant

BFSG LLC
CFA Society Orange County

BERABOSE Aline
Transport Supervisor

One Acre Fund