Meet the 2022 Honorees & Join the Conversation

The 2022 Savvy Ladies Honorees are each exceptional leaders supporting & leading financial empowerment for women. Each honoree, recognized for their unwavering commitment to financial education & advancement of financial literacy for women, will share their insights and knowledge as we host fireside chats and educational discussions at this year’s Gala Celebration on November 16th, 2022, with both in-person watch parties and live-streaming. 

Veronica Dagher

Veronica Dagher of the Wall Street Journal will lead our first fireside chat discussion with our Savvy Ladies Mentor & Mentee Honorees from J.P. Morgan Wealth Management: Regional Director Laura Stone and Market Director Kimberly Ambrogio. 

Laura and Kimberly have worked together for ten years and have helped each other navigate different stages of their careers. Both share a passion for DEI, supporting clients, and lifting their communities. 

They will discuss female mentorship’s impact and future needs in the workplace.


Stacy Francis Founder Awards

The Stacy Francis Awards for Excellence in Mentorship honor two individuals (mentor/mentee) who mutually impact one another’s lives and careers — and those of others. The Awards reflect the legacy and impact of mentorship advancing women’s financial empowerment and leadership. Paying tribute to Stacy Francis, founder of Savvy Ladies, this pair of awards honor Stacy as a mentor to a generation of rising women leaders in the financial services industry and beyond.

Jeanne Sun recognizes this year’s Excellence in Mentorship Honorees. Click to watch the short video.

Laura Stone

Laura Stone

J.P. Morgan Wealth Management Regional Director

JP Morgan
Kimberly Ambrogio

Kimberly Ambrogio

J.P. Morgan Wealth Management Market Director

JP Morgan
Suzanne Siracuse
What it means to be a Male Ally will be a conversation with Suzanne Siracuse, a financial industry consultant with our Male Ally Honorees Jeffrey S. Grinspoon, Managing Director, Partner Hightower and Gary B. Rosen, Marcum.


Male Ally Awards

Celebrating male allyship, the Male Ally Awards honors men in the financial field who has gone above the call of duty to support their female colleagues, bringing about positive change, valuing equality and actively working to achieve it.
Jeffrey Grinspoon

Jeffrey S. Grinspoon

Managing Director, Partner VWG Wealth Management, A Hightower Company

Hightower Logo

Elana Fine recognizes Male Ally Honoree Jeff Grinspoon. Click to watch the short video.

Gary Rosen

Gary B. Rosen

Partner Marcum LLP

 Jailan Griffiths
Jailan Griffiths, the President of the Nasdaq Foundation and the Global Head of Purpose at Nasdaq will lead a fireside chat with the Savvy Ladies Change Maker Honorees Kristi Rodriguez, SVP Retirement Institute Nationwide Finance and Yaela Shamberg, Co-Founder, Chief Product Officer InvestCloud, Inc. on what it means to build a healthy financial future, achieve financial wellness, and establish your wealth legacy.

Change Maker Awards

The Change Maker of the Year Awards are given to individuals who are making a significant difference in the lives of women. The recipients are chosen for their demonstrated valuable actions in the financial world that have resulted in creating positive change for women.
Kristi Rodriguez

Kristi Rodriguez

SVP Nationwide Retirement Institute

Yaela Shamberg

Yaela Shamberg

Founder, Chief Product Office InvestCloud


Savvy Ladies Change Maker past Honoree Cheryl Nash plays it forward and nominates Yaela Shamberg. Click to watch the short video.