To the Women of STA

By Julie Andress

KeyBanc Capital Markets & STA WIF Co-Chair

Finding the proper balance on how we allocate our precious time can be overwhelming. For the vast majority of us, finding enough time for family, friends and career is challenging enough, but if you add community service to the equation, words like “impossible” and “sorry, I can’t” come to mind. It appears community service finishes a distant fourth, if it finishes at all, not because of a lack of desire, but with busy lives, it can be hard to find time to volunteer. However, the benefits can be significant to you and your community. Even helping with the smallest tasks can make a real difference to organizations in need, and dedicating your time as a volunteer helps you expand your network and boost your professional and social skills. 

Each year nearly 240 individuals across North America give their time to serve on any one of STA’s 24 affiliate boards in the U.S. and Canada. All of these individuals are paying it forward in an effort and desire to improve our industry not just for today, but for the next generation as well. 

While some question if Winston Churchill uttered the quote, “We make a living by what we get, but we make a life by what we give,” these powerful words remind us that service to others has its own rewards to those who give their time in doing so. In other words, there is fulfillment in community service. 

Each year nearly 240 individuals across North America give their time to serve on any one of STA’s 24 affiliate boards in the U.S. and Canada. All of these individuals are paying it forward in an effort and desire to improve our industry not just for today, but for the next generation as well. While all of these individuals deserve our appreciation, this month we wanted to say thank you and provide recognition to a subset, the Women of STA.

Today more than 25 percent of STA affiliate boards are comprised of women in the financial services industry. While this figure under represents the overall figures of women in finance, it is an improvement and more importantly, a large enough figure to build cultures of inclusion that promote and sustain a sense of belonging for other women across the network of STA affiliates.

Their names and affiliate organizations are listed below. If you know any of them, please take a moment to thank them for their service to our industry. Appreciation for their efforts to lead and inspire others to do the same is well deserved. 

  • Julie Andress, KeyBanc Capital Markets, National
  • Lauren Arbid, ABN Amro Clearing, Chicago
  • Jill Bartell, Quest Investment Management, Portland
  • Krissy Bernstein, Stifel Nicolaus, Mid-Atlantic
  • Andrea Brake, ATB Investment Management, Canada
  • Sue Buchanan, Scotiabank, Canada
  • Nanette Buziak, Voya, Connecticut
  • Sandy Chism, Kansas City Capital Associates, Kansas City
  • Karen Couldrey, Scotiabank, Canada
  • Brittnee Dalton, Globalt, Georgia
  • Emma Danyliuk, CPP Investments, Canada
  • Danielle Dayan, ACS Execution, Chicago
  • Laura Delaney, Virtu, Dallas
  • Alia Durbarry, Mackenzie Investments, Canada
  • Joanna Fields, Aplomb Strategies, New York
  • Regina Frate, SASCO Capital, Connecticut
  • Bethany Graham, Cboe Global Markets, Chicago
  • Linda Heuman, Fifth Third Bank, Ohio
  • Lisa Jacque, BNP Paribas, San Francisco
  • Karen Jardim, AltaCorp Capital, Canada
  • Helen Kang, TPG, San Francisco
  • Gina King, The Interstate Group, Carolina
  • Patricia Koetzner, Siebert, Williams, Shank, National
  • Beatrix Kondor, BTIG, Georgia
  • Ginny Kowalczyk, Cboe Global Markets, Chicago
  • Christina Kowalski, Conestoga Capital Advisors, Philadelphia
  • Jill Kreutz, BTIG, Dallas
  • Ann Claire Lathem, Montag, Georgia
  • Stephanie Libien, Jefferies, San Francisco
  • Agata Lipinski, Colt, Chicago
  • Rosanne Lissow, Decatur Capital Management, Carolina
  • Nanette Marks, ISC Global, St. Louis
  • Claudette Mason, FBR Riley, Boston
  • Kate McAllister, Global Liquidity Partners, National
  • Lauren Miller, Jefferies, San Francisco
  • Kat Miller, Stifel Nicolaus, St. Louis
  • Stephanie Minister, Liquidity Book, National
  • Janice Morgan-Hilsman, StoneX, Florida
  • Janhavi Nandre, Mackenzie Investments, Canada
  • Jennifer Nayar, Vela Trading, New York
  • Kirsten Neuendorff, RBC Global Asset Management, Canada
  • Nora Nicols, Fiduciary Management, Wisconsin
  • Joany Page, Palos, Canada
  • Irene Pajer, Interstate Group, Carolina
  • Georgene Pedrie, Seagall Bryant & Hamill, Denver
  • Roberta Pigat, TD Asset Management, Canada
  • Amy Reichard, Broadridge, New York
  • June Anne Reid, Scotiabank, Canada
  • Inessa Ruffman, JonesTrading, National
  • Meena Saggar, BMO Asset Management, Canada
  • Cass Sanford, OTC Markets Group, National
  • Patty Schuler, BOX Options Exchange, Chicago
  • Paula Sexsmith, Viewpoint Investment Partners, Canada
  • Alina Shah, JP Morgan, San Francisco
  • Erin Sheehan, LeveL ATS, Boston
  • Kelli Springer, Kansas City Capital Associates, Kansas City
  • Elizabeth Traster, Wells Fargo Advisors, National
  • Lisa Utasi, ClearBridge Investments, New York
  • Amy Wiedmeyer, Northwestern Mutual, Wisconsin
  • Ellen Wile, Lightspeed Financial Group, Boston
  • Erin Williams, Stifel Nicolaus, San Francisco
  • Anastasia Yamane, Bank of America Merrill Lynch, San Francisco

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