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Forum Co-Chairs

Bilello

Barbara Bilello

Wealth Advisor

Barbara has provided the tailored services and customized advice that help high-net-worth clients and their families to build and protect their wealth across generations since 1996.  Barbara joined CI RegentAtlantic in 2017, was named Co-Chair of the firm’s Wall Street Women Forum in 2021, was named as Partner in 2021, and is currently launching the firm’s LGBTQ+ practice.  Her previous experience includes positions with U.S. Trust and Goldman, Sachs & Co.  Barbara holds a bachelor’s degree from Providence College in Rhode Island.

Abby

Abigail Rosen

Wealth Advisor

Abigail (Abby) Rosen is a CERTIFIED FINANCIAL PLANNER™ professional with over fifteen years of experience in the financial industry.  Prior to her career in finance, Abby was an officer in the United States Navy and continues to incorporate the Navy’s 11 Leadership Principles in her current role.  Abby specializes in working with corporate executives to help them take full advantage of their available benefits, implement in respect to employer stock concentrations and manage their stock option strategies.  She is developing a specialty in executives with Cross Border challenges and is the Co-Chair of the Wall Street Women Forum.

 

Janey Ahn
Managing Director and Senior Counsel
BlackRock
Anu Aiyengar
Global Co-Head of Mergers and Acquisitions
J.P. Morgan
Russ Allison Portrait
Russ Allison
Leadership Coach and Consultant
Russ Allison Accelerating Leadership
Anne Valentine Andrews
Managing Director, Global Head of Real Assets
BlackRock
Ilana Ash Portrait
Ilana Ash
Managing Director
Goldman Sachs
Nancy E. Avitabile, LMSW, CMC
Owner of Urban Eldercare, LLC
2018 President of the Aging Life Care Association
Jessica Bailey
Chief Executive Officer and Co-Founder
Nuveen Green Capital
Subha Barry Portrait
Subha Barry
Former SVP and Chief Diversity Officer
Freddie Mac
Kenna Baudin
Partner, Global Head of Private Capital
Egon Zehnder
CFO and Board Specialist
Shelley Wright Brindle
Mayor, Town of Westfield, NJ;
Former Executive Vice President, Domestic Network Distribution and Marketing, HBO
Irene Chang Britt Portrait
Irene Chang Britt
Experienced Board Chair and Committee Chair
Jenifer Schweitzer Brooks Portrait
Jenifer Schweitzer Brooks
Chief Marketing Officer
Golub Capital
Erika Irish Brown Portrait
Erika Irish Brown
Global Head of Diversity and Inclusion
Blooomberg L.P.
Lisa Lustgarten Byala Portrait
Lisa Lustgarten Byala
Principal and Founder
ByalaSearch
Mary Caracappa
Founding Partner and Chief Operating Officer, Zenda;
Former Managing Director, Morgan Stanley
Lisa Carnoy Portrait
Lisa Carnoy
Head of Global Capital Markets
Bank of America Merrill Lynch
Jolyne Caruso Portrait
Jolyne Caruso
Founder and Chief Executive Officer
The Alberleen Group, LLC
Alexandra Cooley
Chief Investment Officer and Co-Founder
Nuveen Green Capital
Maggie Craddock
Maggie Craddock
President
Workplace Relationships, Inc.
Lisa Dallmer
Financial Services Executive;
Former COO Global Technology and Operations, BlackRock
Clare Davenport
Founder
Designing4Bettter
Glory De Simone
Managing Director, Global Head of Human Resources
Brown Brothers Harriman & Co.
Kim Guimond Dellarocca Portrait
Kim Guimond Dellarocca
Director
Pershing, A BNY Mellon Company
Lauren Dillard
Senior Managing Director, Chief Financial Officer
Vista Equity Partners
Ina Drew Portrait
Ina Drew
Independent Consultant;
Retired Chief Investment Officer
JPMorgan Chase
Steven G. Eckhaus Portrait
Steven G. Eckhaus, Esq.
Partner and Chair
Executive Employment
Financial Services Group
Katten Muchin Rosenman, LLP
Alex Ehrlich Portrait
Alex Ehrlich
Managing Director
Morgan Stanley
Lawton W. Fitt
Chairperson of the Board of The Progressive Corporation;
Lead Independent Director of The Carlyle Group;
Independent Director of Ciena Corporation and Micro Focus International PLC
Jill Flynn, M.Ed.
Founding Partner, Flynn Heath Holt Leadership; Author
Erica Frontiero Portrait
Erica Frontiero
Senior Vice President
GE Capital
Jen Frost
Partner, Chief Human Resources Officer
AQR Capital Management
Ellen Galinsky Portrait
Ellen Galinsky
President
Families and Work Institute
Kathy Gallo Portrait
Kathy Gallo
Founder and Managing Partner
Goodstone Group, LLC
Judith Glaser Portrait
Judith Glaser
CEO
Benchmark Communications Chairman of The Creating WE Institute
Lynn Zuckerman Gray Portrait
Lynn Zuckerman Gray
CEO
Campus Scout, LLC
Suni Harford
Regional Head of Markets, North America
Citigroup
Carla Harris Portrait
Carla Harris
Managing Director
Morgan Stanley
Mary Ellen Hennessy-Jones Portrait
Mary Ellen Hennessy-Jones
President
Solera Capital
Joanne Hill Portrait
Joanne M. Hill, Ph.D
Head of Investment Strategy
ProShare and ProFund Advisors, LLC
Mellody Hobson Portrait
Mellody Hobson
President
Ariel Investments
Kelly Hoey
J. Kelly Hoey
Writer, Influencer and Professional Speaker
John Hoffman Portrait
John Hoffman
President
Designed Performance
Liz Hogan Portrait
Liz Hogan
Deputy Head
Global Markets
Elinor L. Hoover
Global Co-Head, Consumer Products Group,
Citi Corporate and Investment Banking;
Vice Chairman, Capital Markets Origination,
Citigroup Global Markets Inc.
Natalie Horton Portrait
Natalie Horton
Managing Director
Deutsche Bank
Khe Hy
Contributing Editor, Quartz at Work;
Creator, RadReads
Deborah Jackson
Founder and CEO
Plum Alley
Cindy Jay
Managing Director, Head of Societe Generale Americas;
Loan Capital Market & Syndicate and Loan Sales
Danielle Johnson
Managing Director, Venture Capital Coverage
Credit Suisse
Ami Kaplan Portrait
Ami Kaplan
Senior Partner
Deloitte Touche
Fran Tutone Kapner
Executive Director
JP Morgan
Cornelia Kiley
Co-Head, Asset and Wealth Management Practice
Russell Reynolds Associates
Elizabeth (Liz) Koehler
Managing Director, Head of BlackRock’s Advisor Insights Team
BlackRock
Amy Dorn Kopelan Portrait
Amy Dorn Kopelan
President and Founder
Bedlam Entertainment
Denice Kronau Portrait
Denice Kronau
Chief Diversity Officer
Siemens AG
Ceci Kurzman
Founder and President, Nexus Management Group;
Former Music Executive/Talent Manager;
Private Investor; Entrepreneur; Independent Board Member
Stella Lagudis Portrait
Stella Lagudis
Managing Director
BNY Mellon
Lauren Leader-Chivée Portrait
Lauren Leader-Chivée
Senior Vice President
Center for Talent Innovation
Andrea L. Lisher
Managing Director, Head of North America, Global Funds
J.P. Morgan Asset Management
Joann S. Lublin
Retired Management News Editor, The Wall Street Journal; Author, "Earning It: Hard-Won Lessons from Trailblazing Women at the Top of the Business World.''
Amy Margolis Portrait
Amy Margolis
Senior Advisor
The Options Group
Lynn Martin
President, NYSE Group;
Chair, ICE Fixed Income and Data Services
Edward McGann Portrait
Edward McGann
Managing Director
BNY Mellon Global Markets
Franne McNeal Portrait
Franne McNeal
CEO
HR Energy
Geraldine Méhu Portrait
Geraldine Méhu
Head of Product Strategy
UBS Wealth Management
Jen Meister
Wellness and Lifestyle Coach
Jennifer Meister, LLC
Stacey Meshnick, Esq.
Supervising Attorney, Medicaid Department
Ronald Fatoullah & Associates
Heidi Miller
CEO, Treasury & Securities Services
J.P. Morgan Chase
Amy Miller Portrait
Amy Miller
Managing Director and Global Head of Loan Syndication
Scotiabank
Anne Miller Portrait
Anne Miller
Author and Speaker
Beth Mooney Portrait
Beth Mooney
Chairman and CEO
KeyCorp
Heidi N. Moore
Editor in Chief
Ladders
Eileen Murray Portrait
Eileen Murray
Co-CEO
Bridgewater Associates
Jane Newton Portrait
Jane Newton
Founder, Wall Street Women Forum
Andrea Nunes
Managing Director, Portfolio Talent
Centerbridge
Joanne Pace Portrait
Joanne Pace
Former Chief Operating Officer and Managing Director
Morgan Stanley Investment Management
Julie Persily
Independent Director at Runway Growth Finance, SEACOR Marine, and Investcorp Credit Management BDC
Julia Pimsleur
CEO and Founder, Million Dollar Women;
Creator, Million Dollar Women Summit;
Author
Mindy Propper Portrait
Mindy Propper
Principal
The ANTARES Group
Adam Quinton
CEO
Lucas Point Ventures
Rosemarie Ruggero Portrait
Rosemarie Ruggero
Aging Life Care Professional
ElderCare Advocacy
Stephanie Ruhle Portrait
Stephanie Ruhle
Correspondent
Bloomberg Television
Mayra Sacco Portrait
Mayra Sacco
Managing Director
BNY Mellon
Jane Sadowsky
Independent Director, Yamana Gold Inc. and Nexa Resources; Board Member of PE-backed Scientific Games; Trustee of Art Omi; and Board Member of NACD's NY Chapter;
Senior Advisor, Head of Diversity & Inclusion, Moelis & Company
Reshma Saujani Portrait
Reshma Saujani
Founder and CEO
Girls Who Code
Laura Schisgall
Managing Director, General Counsel for Société Générale Americas;
Member of Société Générale U.S. Executive Committee
Stewart J. Schwab Portrait
Stewart J. Schwab
The Allan R. Tessler Dean and Professor of Law
Cornell Law School
Lisa M. Shalett
Former Partner, Goldman Sachs;
Independent Board Director;
Advisor to Startups
Ora Shtull Portrait
Ora Shtull
Executive Coach
Ora Executive Coach
Susan Sobbott
Former President, Global Commercial Services,
American Express;
Customer zealot, Board Member, Leader
Debora Spar Portrait
Debora Spar
President
Barnard College
Jane Stevenson Portrait
Jane Stevenson
Vice Chairman, Board & CEO Services
Korn Ferry
Davia Temin Portrait
Davia Temin
President and CEO
Temin and Company
Michael T. Thompson Portrait
Michael T. Thompson
Estate Planning, Probate and Elder Law Attorney
Cestone & Thompson, PC
Mei-Mei Tuan Portrait
Mei-Mei Tuan
Managing Partner and Founder
Notch Partners
Peggy Wallace Portrait
Peggy Wallace
Managing Director
Golden Seeds
David Wechsler Portrait
David Wechsler
Co-Managing Partner
Wechsler & Cohen
Anne Weisberg Portrait
Anne Weisberg
Senior Vice President, Strategy
Families and Work
Kathryn M. Welling Portrait
Kathryn M. Welling
Editor and Publisher of Welling@Weeden
Weeden & Co., LP
Brenda F. Wensil
Partner,
Flynn Heath Holt Leadership
Darin White Portrait
Darin White
Senior Client Partner
Korn Ferry
Melba Wilson
Owner, Melba's Restaurant;
President, New York City Hospitality Alliance;
Author
Melinda B. Wolfe
Former Chief People Officer, HR Consultant, Executive Coach
Anne Clarke Wolff
Head of Global Corporate Banking and Global Leasing
Bank of America
Linda Yaccarino
Chairman, Global Advertising and Partnerships
NBCUniversal
Lissa V. Young
Assistant Professor of Leadership and Management;
Department of Behavioral Sciences and Leadership
United States Military Academy
Valentina Zarya
Associate Editor
Fortune Magazine
Luanne Zurlo Portrait
Luanne Zurlo
Founder & Executive Director
Worldfund
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