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Past Award Honorees

Change Makers Past Honorees

Kristi Rodriguez
SVP Nationwide Retirement Institute

Yaela Shamberg
Founder, Chief Product Office InvestCloud

Heather Ettinger
Founder & CEO, Luma Wealth Advisors

Jeanne Sun
GM for Inclusive Investing, J. P. Morgan Wealth Management

Jennifer Zuccarelli
Head of Communications & Content, U.S. Wealth Management, J. P. Morgan Wealth Management

Alicia Levine
Ph.D. Chief Strategist & Managing Director, BNY Mellon Investment Management

Michelle Meyer
Head of US Economics, BofA Securities

Thasunda Duckett
CEO, Chase Consumer Bank

Kate Healy
Managing Director, Generation Next, TD Ameritrade Institutional

Cheryl Nash
President, Investment Services, Fiserv

Ashley Golson
VP, Business Development, Jackson

Eleanor Blayney
Founder, Gender Diversity Fund

Amanda Steinberg
Founder Daily Worth

Stephanie Newby
CEO of Crimson Hexagon and Founder of Golden Seeds


Male Ally Award Past Honorees

Jeffrey S. Grinspoon
Managing Director, Partner VWG Wealth Management, A Hightower Company

Gary B. Rosen
Partner Marcum LLP

John L. Carter
President & COO, Nationwide Financial

The Stacy Francis Awards for Excellence in Mentorship Past Honorees

Laura Stone
J.P. Morgan Wealth Management Regional Director

Kimberly Ambrogio
J.P. Morgan Wealth Management Market Director

Frances J. DiSarro
KPMG LLP Deputy General Counsel and Principal (Retired)

Rahshiela T. White
OGC Executive Assistant KPMG

Inspiration Award Past Honorees
Grace Vandecruze
Founder and Managing Director, Grace Global Capital LLC

Precious Williams
CEO, Perfect Pitches by Precious, LLC

Sharon Epperson
CNBC Senior Personal Financial Correspondent

Sayra Fischer Lebenthal Award Past Honorees
(award retired in 2021)

Racquel Oden
Managing Director, Head of National Sales at JP Morgan Chase

Margo Cook
President Nuveen Advisory Services

Alexandra Lebenthal
President and CEO of Lebenthal Holdings

Social Justice Award
Nell Braxton Gibson