Honorees & Bios

Annual Benefit Gala

2019 Honorees

Thasunda Duckett
Sayra Fischer Lebenthal Award for Professional Excellence in Finance

Thasunda Duckett, CEO, Consumer Banking, Chase

Thasunda Brown Duckett is the Chief Executive Officer of Chase Consumer Banking, where she oversees more than $800B in deposits and investments, 5,000 branches, 16,000 ATMs and 48,000 employees serving 24 million U.S. households.

Under Duckett’s leadership, Chase has undergone a digital and physical transformation that contributed to its ranking as #1 in customer satisfaction by J.D. Power, #1 for its mobile app, and the #1 most visited online portal among U.S. retail banks. Her team manages Chase’s first major branch expansion in 10 years which will add 400 branches in 15-20 new markets over five years.

Building on her passion for financial empowerment, Duckett spearheaded Chase’s National Savings campaign, complete with new tools, products, and thought leadership to promote financial health for all consumers. She is the executive sponsor of JPMorgan Chase’s Advancing Black Pathways program, aimed at helping black Americans achieve economic success through wealth, education, and careers, and is a founding member of the firm’s Women on the Move initiative to advance women in their careers and in business.

In 2018, Duckett was named one of the most powerful women in banking by American Banker magazine.

She founded The Rosie and Otis Brown Foundation, in honor of her parents, to recognize people who use ordinary means to uplift their community in extraordinary ways. Duckett is from Texas and holds a Bachelor’s degree in Finance and Marketing from the University of Houston, and an MBA from Baylor University. She lives in Connecticut with her husband and four children.

Kate Healy

Change Maker of the Year Award

Kate Healy, Managing Director, Generation Next, TD Ameritrade Institutional

Kate Healy is Managing Director, Generation Next, focused on advocacy for sustainability issues facing the RIA industry. Healy leads TD Ameritrade Institutional’s NextGen and Women’s Leadership Initiatives, which support the future of the profession through programs designed to raise visibility, provide support and resources to guide professional development of the next generation of advisors. She is a member of the Company’s Diversity & Inclusion committee.

Healy is widely recognized as a leading advocate for the next generation of financial planners, for women advisors and for the financial planning profession. Wealthmanagement.com named her to the 2018 “10 to Watch” list. In 2016, Investment Advisor magazine named Healy as one of the industry’s 25 most influential people. Healy was named to InvestmentNews‘ inaugural “Women to Watch” in 2015. Additionally, she was TD Ameritrade’s 2014 Impact Award winner for Diversity and Inclusiveness.

She is a trustee for the Foundation for Financial Planning and a member of the Invest in Others board. Kate also is a founding member of the CFP Board’s Women’s Initiative (WIN) Council, the Center for Financial Planning’s Advisory Council and a founding member of the Center’s Diversity Advisory Board.

Healy holds a Bachelor of Arts in Economics from Rutgers College.

Cheryl Nash

Change Maker of the Year Award

Cheryl Nash, President, Investment Services at Fiserv

Cheryl Nash, President, Investment Services at Fiserv, drives the strategic vision for industry-leading technology solutions in wealth management. With over 30 years of experience, Cheryl has a keen appreciation and understanding of industry trends, priorities and challenges, and is a highly sought-after subject matter expert. Her consultative approach has yielded enduring client partnerships.

Cheryl’s credentials include her appointment to the Money Management Institute (MMI) board of governors and selection as co-chair of the MMI Women in Wealth Management, a program dedicated to ensuring women in the workforce 0-5 years have an enriching start to their financial services careers; board member of MMI’s Leadership Pathway; and former co-chair for MMI’s Technology & Operations Committee. She serves as an Envestnet Institute on Campus advisory board member and leads the Women in Wealth Management initiative, a program dedicated to inspiring, advising, and educating career-focused women.

Cheryl has received numerous awards for her contributions and achievements including Money Management Institute’s Pioneer Award (2009); Gold Stevie® Award for Women in Business (2016); Family Wealth Report’s Women in Wealth Management—Individual Contributor award (2017); MMI/Barron’s Industry award to Envestnet Institute on Campus in the ‘Doing Good’ category, a program for which Cheryl Nash and Fiserv are key contributors (2017, 2018); InvestmentNews 2017 Women to Watch honoree; the FTF News 2018 Editor’s Choice Award and most recently, ThinkAdvisor’s 2019 Top Women in WealthTech.