Finance & Investing is pleased to announce our Women Leaders in Finance for 2022. This award showcases notable women in the industry who are leading in areas including fintech, banking, investments, corporate finance, and venture capital, among other fields. Often traditionally viewed as a male-dominated industry, these individuals are helping to change the trajectory for future women leaders in finance. Their industry knowledge, experience, and perspective have been key factors to the success of the organizations they serve.
Among this year’s notable women is Deb Kemper, Managing Partner of Golden Seeds Venture Fund, who has decades of experience in finance and is currently involved in investing in enterprise software, advanced materials, and medtech companies for the early-stage venture fund. Meanwhile, Ann Ruble, Operating Partner & Managing Director of Two Sigma, has spent her career building human capital capabilities to solve a broad range of business problems in the field of investment management. Also included is Crystal Long, President and Chief Operating Officer of GECU, who was instrumental in leading the credit union to become El Paso’s largest independently owned financial institution with over $2.8 billion in assets and more than 800 employees serving over 385,000 member-owners.
Please join us in celebrating the accomplishments of Finance & Investing Women Leaders in Finance for 2022.
Operating Partner & Managing Director, Two Sigma
Ann Ruble began her professional career 28 years ago. Today, she is the Operating Partner at Two Sigma Impact and Managing Director at Two Sigma, a financial sciences company, combining rigorous inquiry, data analysis, and invention to solve the toughest challenges in investment management, securities, private equity, insurance technology and venture capital. Their modelers and engineers develop ideas backed by information and improved by iteration. Empowered by extraordinary computing power and vast amounts of data, they build sophisticated predictive models to realize progress. In her current role at Two Sigma Impact, Ruble works as an advisor and board member to management teams to facilitate business value creation.
Ruble first got her start in 1994 as an SVP and director of HR at The D. E. Shaw Group. She has since served on several different divisions within Two Sigma, including as a Founding Head of HR. She has worked as an Operating Partner for both Two Sigma Ventures and Two Sigma Impact. Ruble graduated from New York University with an MA in counseling and from Dartmouth College with an undergraduate degree in psychology.
President & CEO, Federal Reserve Bank of Dallas
Lorie Logan is the President and Chief Executive Officer of Federal Reserve Bank of Dallas. The Federal Reserve Bank of Dallas is part of the Federal Reserve System, the central bank of the United States. They work with other regional Federal Reserve Banks and the Federal Reserve Board in Washington, D.C., to drive monetary policy that is attentive to the diverse needs of communities all across the nation. They serve the Eleventh Federal Reserve District—Texas, northern Louisiana and southern New Mexico. Logan has represented the Federal Reserve at the Bank for International Settlement as well as overseeing multiple public-private sector committees sponsored by the New York Fed.
Logan first joined the Federal Reserve Bank of Dallas in 2022. Previously, she was an EVP and manager of the Federal Reserve System Open Market Account at Federal Reserve Bank of New York. Logan was instrumental to the Reserve’s action during the COVID-19 pandemic, working to provide a flow of credit and a functioning market during turbulent times. Logan earned an MPA from Columbia University’s School of International and Public Affairs and an undergraduate degree in political science from Davidson College.
Chief Executive Officer, AssetMark
Natalie Wolfsen is the Chief Executive Officer of AssetMark. Their company’s mission is centered around helping financial advisors make a difference in the lives of their clients. To help them do that, they aim to provide advisors with holistic support. Whether that’s through compelling technology that facilitates a better client experience, consulting services that ensure advisors’ businesses are running at their best or offering a comprehensive suite of investment solutions. AssetMark’s platform empowers advisors to provide the highest level of service possible to their clients.
Wolfsen began her career in 1995 and has 27 years of experience in the financial industry. Before joining AssetMark, Wolfsen was an SVP, head of marketing & product development at First Eagle Investment Management and before that a managing director and head of product management & development at Pershing. Earlier in her career she worked with Douglas Smith Management Consulting as an analyst. Wolfsen graduated from UCLA Anderson School of Management with an MBA and from the University of California of Berkeley with an undergraduate degree in political science. After graduation she began her Financial Advisory Career as an analyst at American Express. She currently serves on the Board of Directors for CFP Board and Wealthsimple.
COO & EVP, CardWorks
Fabienne Gimenez began her professional career 27 years ago. Today, she is the Chief Operating Officer and Executive Vice President of CardWorks, one of the largest privately held providers of end-to-end operational servicing and support functions for credit card and installment loan products in North America. As a leading consumer firm, they service their consumer and small business loan clients across the credit spectrum, from super-prime to non-prime, and provide comprehensive support to bank and non-bank lenders in the United States and Canada. Their management expertise and customized servicing solutions enable banks and financial institutions to mitigate risk, increase profitability, and support their customers.
Gimenez first got her start in 1995 as a financial analyst at UNDP. From there, she went on to EFG-Hermes, before eventually rising to SVP, global head of strategy & business development, and global enterprise solutions at ADP, her most recent position prior to joining CardWorks. She previously held leadership positions as the Vice President of International Development at Refinitiv as well as the Director of Competitive Intelligence and Market Research at Thomson Reuters. Gimenez graduated from Université Toulouse 1 Capitole with a master’s degree in corporate finance and with an undergraduate degree in economics and econometrics.
President & CEO, GECU
Crystal Long is the President and Chief Executive Officer of GECU, in El Paso, Texas. During her tenure as CEO, GECU has become El Paso’s largest Federally insured, independently owned, financial institution with over $4.1 billion in assets, 30 branches and more than 950 employees serving over 430,000 member-owners.
Crystal serves on several local boards and on other various committees and boards at the State, National and Worldwide levels. She holds an Executive Master’s Degree in Business Administration from the University of Texas at El Paso. She is married and has two adult children and is a proud El Pasoan.
CEO & Founder, Tala
Shivani Siroya is the Chief Executive Officer and Founder of Tala. Tala is a financial technology company on a mission to build a financial system that works for everyone. Their first product is a lending app that instantly underwrites and delivers credit to customers who have little or no formal borrowing history. Tala has disbursed over $1B to more than 4 million customers across East Africa, the Philippines, Mexico, and India who use Tala loans to start and expand small businesses, pay school fees and bills, and build more stable financial lives. Tala is backed by leading venture and impact investors including RPS Ventures, GGV Capital, IVP, Revolution Growth, Lowercase Capital, Data Collective VC, ThomVest Ventures and PayPal Ventures. The company is headquartered in Santa Monica with offices in Nairobi, Manila, Mexico City, and Bangalore.
Siroya first joined Tala in 2013. Previously, Siroya was a financial consultant of corporate strategy and M&A at Health Net and before that an analyst at Citigroup. Earlier in her career she worked with UBS Financial Services as an analyst of equity research. Her experience as an Analyst also includes the United Nations Population Fund, PricewaterhouseCoopers, and CS First Boston. Siroya earned an MPH in econometrics and quantitative economics and health economics from Columbia University and an undergraduate degree in government and international relations from Wesleyan University.
Chief Executive Officer, Daiwa Capital Markets Europe
Megan McDonald began her professional career 24 years ago. Today, she is the Chief Executive Officer of Daiwa Capital Markets Europe, a wholly owned subsidiary of Daiwa Securities Group Inc., one of the largest brokerage and financial services groups in Japan. Daiwa Securities Group will seek to benefit the economy and society through the development of healthy financial markets. In addition to scrupulously observing both regulations and internal policies, the Group will strive to maintain a high sense of morality and duty, endeavoring to continue contributing to the sustainable growth of the societies in which they operate.
McDonald first got her start in 1998 as an attorney at Brink Cohen Le Roux Inc. From there, she went on to Standard Bank Group, her most recent position prior to Daiwa Capital Markets Europe. McDonald held several positions at Standard Bank Group including Head of Investment Banking, Global Head of Debt Capital Markets, and Head of Client Coverage and Wholesale Clients. She graduated from the University of Oxford with a master’s in law, and from the University of KwaZulu-Natal with an undergraduate degree in law, accounting, and finance. She was admitted as an attorney in South Africa, specializing in commercial, banking, and financial markets law.
Executive Director, Equity First Foundation
Rhonda Klch is the Executive Director for Equity First Foundation, an active real estate investing entity designed for residential transactions including assignments, flips, rentals, rehabilitation and consulting. The mission of the foundation is to provide vital financial literacy programs and workshops to a variety of communities throughout New York State. In her role, Rhonda engages with other decision makers and makes strides to continually interface with the communities and their elected officials. She has a very strategic approach to her work, always looking for the best value and ROI to all involved.
Rhonda is a frequent speaker and brand ambassador for Response EDU and a member of their advisory board. Since inception she has met and shared the stage with TV Hosts Scott and Amie Yancy of Flipping Vegas, Nicole Curtis from Rehab Addict, Doug Clark from Spike TV show Flip Men, Barbara Corcoran from Shark Tank, Jesse Rodriguez of Vintage Flip, Danny and Drew of Renovate to Rent and most notably as guest real estate ambassador at the 2018 NAC Conference featuring Tony Robbins. In addition to her work with Equity First Foundation, Rhonda also is the founder of the Angel Awards, Beach Bash and Holiday Dreams. She graduated from SUNY Empire State College with a Bachelor of Science and currently serves as a board member for Easter Seals New York.
Managing Partner at Eurazeo & Chief Executive Officer of Eurazeo’s Brands Division
Jill Granoff is a Managing Partner at Eurazeo and Chief Executive Officer of Eurazeo’s Brands Division. Eurazeo is a leading global investment group with a diversified portfolio of €32.5 billion in assets under management, including €25.6 billion from third parties, invested in 530 companies. With its considerable private equity, real estate, private debt and fund of funds expertise, Eurazeo invests in companies of all sizes, supporting their development through the commitment of its approximately 400 global professionals and by offering deep sector expertise, a gateway to global markets, and a responsible and stable foothold for transformational growth. Its solid institutional and family shareholder base, robust financial structure free of structural debt, and flexible investment horizon enable Eurazeo to support its portfolio companies over the long term.
Before joining Eurazeo in 2017, Granoff was the CEO of Vince, where she led its IPO in November 2013 achieving a $1B market cap. Prior to this role, she was the CEO of Kellwood Company and Kenneth Cole Productions. Earlier in her career, she held executive positions at Estee Lauder, Victoria’s Secret and Liz Claiborne, where she had global responsibility for Kate Spade, Juicy Couture and Lucky Brand. Granoff is currently on the board of Macy’s, NEST New York, Bandier, Jaanuu and Q Mixers, and has been named by Glossy as one of the 50 most influential change makers in the beauty and fashion industries. Granoff earned an MBA from Columbia Business School and an undergraduate degree from Duke University.
Managing Partner, Golden Seeds Venture Fund
Deb Kemper is a Partner at Golden Seeds Ventures, an early-stage venture fund where she invests in high growth companies in the advanced technology, health care and software sectors.
She formerly led the Boston Forum of Golden Seeds, a national angel investor group. Golden Seeds is one of the largest National angel groups with nearly 300 active members and have invested nearly $150mm across 100+ companies. Those companies have gone to raise over $1billion in follow-on capital. Prior to using her expertise to lead Golden Seeds Ventures, she built a portfolio of over two dozen early-stage investments via Libra Global Partners, LLC. She is a Board Member at Terecircuits, Inc. and Crowdsmart.ai, and she is a Board Observer at Day Zero Diagnostics, NopSec, SunRay Scientific and 99Degrees. Deb also serves on the Council of Advisors of USA Girl Scouts Overseas.
Previously, Ms. Kemper was a consultant with McKinsey & Company where she served clients in the energy, utility, electronics, and healthcare sectors. Her functional experience spans manufacturing, product development, operations and strategy. She has provided leadership support to organizations in China, Peru and the United States. Additionally, Ms. Kemper was the founding organizer for TEDxShanghaiWomen in 2012, which was the first TEDxWomen event in mainland China. She speaks at various events on women in leadership and early stage venture investing. She earned her MBA from the Amos Tuck School at Dartmouth College where she was named an Edward Tuck Scholar and holds an undergraduate degree in engineering from Cornell University where she graduated with distinction.
Senior Associate, William Blair
Mrigasha Patel is a Senior Associate within the Medical Technology advisory group at William Blair. She advises clients across a full range of investment banking services, including sell-side, buy-side and cross-border M&A, corporate divestitures and public and private equity financings. She has over a decade of Medical Technology industry and healthcare investment banking experience. She has M&A and capital markets transaction experience in the interventional cardiology, electrophysiology, peripheral vascular, women’s health, urology, orthopedics and neuromodulation sectors and strives to deliver high quality outcomes through innovative advisory solutions for emerging and commercial stage Medical Technology companies.
Prior to joining William Blair, Mrigasha worked in M&A and capital markets advisory at Bank of America Securities and Piper Sandler. She received a BA from Rutgers University - New Brunswick and MBA from The University of Minnesota Carlson School of Management.
Managing Director, Pacific Advisors
Misty Weltzien is the Managing Director of Pacific Advisors, a West Coast-based financial services firm. Their history dates back to 1862, with the first West-coast office of Guardian; today Pacific Advisors serves more than 60,000 clients throughout the country. Their team is composed of more than 150 advisors and specialists, 2,000+ active brokers, dozens of staff, and an international network of resources and support. They possess in-depth knowledge and understanding of tax laws, financial services, investments, insurance, and countless strategies needed to build effective financial foundations. Their firm has access to a full range of investment, insurance, retirement, and enterprise products and services, which they combine into coordinated asset strategies tailored specifically to client’s objectives.
Weltzien began her career 15 years ago, getting her start in 2007 as a director of training and development and financial advisor at Northwestern Mutual. From there, she went on to NAIFA Orange County, her most recent position prior to joining Pacific Advisors. She is a published author and sought-after speaker on career and home life balance. She spent five years as the Director of Training and Development as well as a Financial Advisor at Northwestern Mutual. Weltzien graduated from California State University-Long Beach - College of Business Administration with an undergraduate degree in finance. She continues to volunteer with the Big Brothers Big Sisters Program, where she also serves as a Committee Member.
Managing Partner, Hall Capital
Sarah Stein is the Managing Partner of Hall Capital, an independent, SEC-registered investment firm that builds and manages customized global multi-asset class portfolios for families and institutions. Hall Capital Partners oversees approximately $22 billion in assets for its advisory clients and pooled vehicle investors. The firm employs approximately 125 people in San Francisco and New York. Their reputation has been built on their personal touch, not only managing portfolios for multi-generational families, endowments, and foundations, but also delivering strategic advice that extends beyond investment management. Stein has worked at Hall Capital Partners for over 20 years, and currently serves on the Board of Directors, Management Committee, Executive Committee, and Investment Review Committee.
Stein graduated from Stanford University Graduate School of Business with an MBA and MA and from Princeton University with an undergraduate degree in history. Prior to Hall Capital, Stein worked in the Investment Management Division at Goldman Sachs & Co as well as the Fisher Family Foundation. She currently serves as a Trustee for Princeton University.
Chair, CEO & Founder, BM Technologies
Luvleen Sidhu is the Chair, Chief Executive Officer, and Founder of BM Technologies. BM Technologies is among the largest digital banking platforms in the U.S., providing access to checking and savings accounts, personal loans, credit cards, and financial wellness. It is focused on technology, innovation, easy-to-use products, and education with the mission of being “customer-obsessed” and creating “customers for life.” The BMTX digital banking platform employs a multi-partner distribution model, known as “Banking-as-a-Service” (BaaS), that enables the acquisition of customers at higher volumes and substantially lower expense than traditional banks, while providing significant benefits to its customers, partners, and business. BMTX currently serves over two million account holders and provides disbursement services at approximately 725 college and university campuses.
Previously, Sidhu was an investment analyst at Neuberger Berman. She is a member of BM Technologies Board of Directors as well as the Director & Founder of the BankMobile Foundation. Her Foundation identifies and supports entrepreneurs and organizations promoting financial literacy. Sidhu earned an MBA from The Wharton School and an undergraduate degree in political science and government from Harvard University. Sidhu has been featured on Bloomberg Radio, Fox News Radio, and CNBC as well as in The Wall Street Journal, Forbes.com, and America Banker.
President, TSX Trust
Claire Johnson is the President of TSX Trust, which she joined in 2018. At TSX Trust, their ability to anticipate and meet an individual’s needs defines their business success. As the largest Canadian-owned Transfer Agent and provider of Corporate Trust Services, their experienced team of professionals work with their client’s every step of the way and offer a differentiated perspective and the expertise to solve any problem or challenge. With a track record of innovation, they’ve built their business on three key pillars – service, expertise and superb execution in the Canadian market – which enables individuals to achieve their goals across a full suite of corporate trust and transfer agency needs.
Previously, Johnson was an SVP of strategy and corporate development at CIBC Mellon where she also served as Chief Financial Officer. Prior to that she worked as a manager of financial services at Canada 3000 Airlines. Earlier in her career she worked with PricewaterhouseCoopers LLP as a senior accountant. Johnson earned an undergraduate degree in accounting from Queen's University.
President of Business Development, Burlington Capital
Pamela Finn is the President of Business Development of Burlington Capital, a diverse investment management firm that creates and pursues innovative business ventures through its experience, knowledge and relationships in the areas of real estate, international agribusiness and private equity. They are committed to successfully developing and managing these unique business opportunities for institutional, private and public partners. Finn oversees current business holdings of Burlington Capital as well as the investor relations for the real estate investment division of the company.
Before joining Burlington Capital, Finn was a key account manager at Louis Gregory Corp. She currently serves as the Chief Executive Officer of Finn Group Consulting, which provides consulting services for small businesses, international sourcing clients, and not-for-profit agencies. Finn graduated from Patricia Stevens College with an undergraduate degree in fashion merchandising and design.
Founder & CEO, BlackIvy Group
Cheryl Mills is the Founder and Chief Executive Officer of BlackIvy Group. Anchored in Ghana, Kenya and Tanzania, BlackIvy is a values-driven company that builds and grows commercial enterprises in Sub-Saharan Africa. They develop logistics and infrastructure solutions for emerging economies and businesses that serve the needs of the growing consumer class. Their team is skilled at deploying the acumen and talent to capitalize on opportunities and manage risk in Sub-Saharan Africa. They develop nascent opportunities, operating with local partners and talent they place on the ground. They grow businesses underpinned by resilient fundamentals — increasing consumer incomes, young demographics, gains in productivity and stable political institutions.
Previously, Mills was a Chief of Staff to Secretary Hillary Clinton as well as a Counselor to the U.S. Department of State. She served as Senior Vice President for Administration and Operations at New York University, where she also served as General Counsel. Mills currently serves on the board of the Clinton Foundation, BlackRock, Inc., and the See Forever Foundation. Mills earned a JD from Stanford Law School and an undergraduate degree from University of Virginia.
Chief Executive Officer, Capital Institutional Services
Ann Sebert is the Chief Executive Officer of Capital Institutional Services, an agency broker that offers global execution services and commission management solutions. They pair trading technologies with an unparalleled dedication to superior client service. CAPIS has one focus -- providing institutional investors with conflict-free, unbiased execution and commission management solutions. CAPIS was a pioneer in developing commission management solutions to investment managers. Today, they’re one of the only brokers to offer research credit on global equity trades as well as fixed income and options trading. They are also one of the few brokers to offer commission recapture services.
Before joining Capital Institutional Services, Sebert was an accounting manager at The Clearance Center and before that a marketing dept at ARCO Oil & GasARCO. She has held several positions at Capital Institutional Services prior to being named CEO, including Chief Financial Officer and Director of Accounting & Operations. Sebert graduated from Southern Methodist University - Cox School of Business with an undergraduate degree in accounting.
Partner, Chicago Pacific Founders
Krista Hatcher is the Partner of Chicago Pacific Founders, a strategic healthcare investment firm with a focus on healthcare services. CPF’s leadership team is made up of former healthcare CEOs, investors, and senior executives with a passion and track record of building healthcare businesses. CPF is actively looking to partner with organizations focused on delivering the highest quality of service. The firm will invest up to $75 million of equity capital per opportunity in growth, minority recap, and buyout transactions for cash flow positive businesses. Hatcher has 28 years of experience. She began her career in 1994.
Before joining Chicago Pacific Founders, Hatcher was a managing director at Kayne Anderson Capital Advisors and before that a managing director at Longview Asset Management. Earlier in her career she worked with JP Morgan as an associate. Hatcher graduated from the University of Chicago with an MBA in finance and accounting and from the University of Michigan - Stephen M. Ross School of Business with an undergraduate degree in finance and accounting.
CEO & Managing Partner, Impact Engine
Jessica Yagan is the Chief Executive Officer and Managing Partner of Impact Engine. Their mission is to bring more capital to a market where financial returns are linked to positive social and environmental impacts. They manage funds for institutions and individuals that invest in for-profit, positive-impact businesses in private markets, and they bring the community together in service of building the impact investing field. Impact Engine was launched in 2012 as an accelerator fund with the goal of identifying promising entrepreneurs starting businesses with the potential to drive both attractive financial returns and positive social impact. Impact Engine raised two subsequent accelerator funds in 2013 and 2014, all focused on investing in pre-seed stage companies.
Yagan first got her start in 1999 as a senior analyst of the city advisory practice at Initiative for a Competitive Inner City. From there, she went on to McDonald's Corporation, her most recent position prior to joining Impact Engine. Yagan graduated from Stanford University Graduate School of Business with an MBA, from Harvard Kennedy School with an MPA, and from Haverford College with an undergraduate degree in public policy.