Educate. Engage. Empower.
WIN of Philadelphia provides networking and professional development for those involved in all aspects of financial services.
About Us
WIN began almost 20 years ago as an idea between two friends
Tracy Musser and Sharon Hayman launched WIN in 2008 as a way for professionals to connect and share ideas.
WIN Leadership
Letter from the Presidents
WIN helps you learn, connect, and grow alongside fellow professionals — and we look forward to growing with you in 2026!
Events
Empowering connections, one event at a time
Come join us to celebrate the end of an amazing year with WIN! The evening will feature lots of opportunities to connect with friends, enjoy good food and drinks and even the opportunity to win some raffles! The Nest will offer all guests a 10% discount that night so
@ Nest Home Decor
Join us as we feature Binney H.C. Wietlisbach, Vice Chair of the Board of Directors of The Haverford Trust Company, for an impactful presentation. Through personal stories and reflections from her remarkable career, Binney will share the values, insights, and lessons she has learned along the way that continue to
@ The Haverford Trust Company
Meaningful conversations. Genuine connections. One table at a time. Some of the best conversations happen around the table. Join a small group of fellow WIN members for an informal lunch designed to foster meaningful connections, share experiences, and strengthen your network in a relaxed setting. We want as many WIN
@ Sedona Tap House
Join the Network
Join a powerful network of financial professionals. Connect, grow, and lead alongside industry peers
Member Spotlight
Honoring the leaders & innovators driving success in the financial services industry
Spotlight of the Month
Cindy Rota
Featured Sponsor
The Haverford Trust Company was founded in 1979 on Philadelphia’s landmark Rittenhouse Square. Since our founding, one thing has remained unchanged…our commitment to quality. Haverford has prospered for more than 45 years in a finance industry dominated by giants through our passion and adaptability. With this solid framework and more than $16.8 billion in assets under management or consultation*, we have the flexibility to address the issues facing investors today while fostering close relationships across multiple generations. We have traditional and alternative asset portfolio offerings, OCIO solutions for institutional and ultra-high net worth clients, and experienced client support teams to ensure a robust client experience.