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
WIN’s Membership Committee is hosting a Happy Hour at the Wayne Hotel on Wednesday, October 28. The event is being co-sponsored by Mondrian Investment Partners. We hope you will join us to engage with old friends and meet some new ones! You are strongly encouraged to bring a friend
@ Rosalie Wayne Hotel
What does true executive presence look like—and how do others really perceive your leadership? Join us for an impactful session with Karen Kaufman, creator of the groundbreaking Kaufman Impression Management System®, which has helped more than 50,000 professionals elevate their leadership impact. Karen’s work is grounded in a powerful insight:
@ Hartford Funds
Join us for an evening of market insight, meaningful conversation, and community with PPR Capital Management where Chief Investment Officer, Spencer Staples, will offer candid insights into the forces shaping today’s economic landscape. As a Bloomberg consensus contributor, Spencer brings institutional-grade forecasting expertise to the table. Spencer will walk through
@ PPR Capital Management
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
Stacey Crognale & Tara Lavin
Featured Sponsor
Since 1988, we’ve served as the trusted investment office for families and nonprofits, pioneering what’s possible for their portfolios to support meaningful lives and missions.
More than 35 years ago, Hirtle & Co. established the first outsourced investment office around a clear belief: Every institution and family deserves an investment partner with the essential knowledge and fundamental alignment of an experienced in-house team. Read more….