Page 31 - Investment Advisor - Jan/Feb 2021
P. 31
BY JANET LEVAUX
his month, Jane Fraser becomes the first woman to lead a large Wall Street
bank when she takes the reins from Michael Corbat at Citigroup. Yet the
number of female advisors, as measured by CFP professionals, represents
Tjust about 23% of the industry — though the number is growing.
As for financial technology, it’s tough but possible to find women in the top ranks.
This includes Cheryl Nash — who leads Tegra118, formerly the investment services
business unit of Fiserv — and April Rudin, CEO of the financial services marketing firm
the Rudin Group.
We spoke with the two wealth management and fintech experts about the past,
present and future of women in the business. In addition to highlighting the twists and
turns of their own careers, Nash and Rudin explain why digital innovation matters to
everyone in the industry.
JANUARY/FEBRUARY 2021 INVESTMENT ADVISOR 29
