About Us

Building a Legacy of Leadership

Mission & History

WIN began almost 20 years ago as an idea between two friends.

WIN of Philadelphia was founded in 2008 by Tracy Musser and Sharon Hayman to create a space where investment professionals could connect, exchange ideas, and grow together. Motivated by a shared commitment to empowering individuals throughout their careers in financial services, they launched WIN as a platform for both professional development and meaningful relationship-building within the investment industry.

From its earliest events—designed to spark conversation and build community—WIN has grown into a thriving network of over 300 members and more than 25 corporate sponsors. Today, WIN continues to support professionals across all areas of financial services and investing, including plan sponsors, investment managers, consultants, accountants, attorneys, and human resources professionals.

Three strategic goals guide our mission:

  1. To promote professional networking and career development by leveraging our effective programs, diverse membership, and strong connections across the investment community.
  2. To foster personal growth through leadership opportunities, mentoring, and educational resources tailored to a wide range of roles and experience levels.
  3. To provide high-caliber education and timely resources that support continued learning and excellence in the investment industry.

WIN offers a variety of robust engagement opportunities, including monthly educational events, committee involvement, community outreach, and exclusive access to member job boards and networking tools—all designed to help our members connect, learn, and lead.

Message from the Presidents

Through engaging events and inspiring programs, WIN offers opportunities to expand your knowledge, strengthen your skills, and create lasting connections with like-minded professionals. Whether you’re looking to advance your career, share insights, or meet others in the field, WIN is your gateway to a supportive and thriving network. We look forward to growing with you!

Read the Full Letter
Meet Our Leadership teams

Guided by Experience. United by Purpose.

Our Board of Directors and Advisory Board are composed of accomplished professionals who bring deep expertise, diverse perspectives, and a shared commitment to advancing WIN of Philadelphia’s mission. Together, they help shape our vision, guide our strategic goals, and ensure that WIN continues to be a dynamic and inclusive network for investment professionals at every stage of their careers.

Meet our Leadership Team
Our Committees

Driven by Passion.
Powered by Collaboration.

Marketing

Christine Fagan, Co-Chair
Carol McGinn, Co-Chair
Ella Ferris
Ava Strasinski
Cogan Wybranski

Committee Responsibilities:

  • Actively build relationships and explore opportunities for joint relationships with other organizations (sponsors, etc.)
  • Write and edit creative copy for marketing pieces, website content, and social media to announce and recap events, highlight the benefits of membership, and engage members and non-members with thoughtful content.
  • This includes event invitations, newsletters, and social media posts.
  • Manage LinkedIn page.

Membership

Denise Iemolo, Co-Chair
Eileen Ward, Co-Chair
Maxine Dotseth, Advisory Board Member
Kellie Bertolet
Manjinder Boparai
Karen Butow
Candice Ciesielski
Avery Keller
Cecily Keller
Katie Maier
Anna Nguyen
Cindy Rota
Emma Shields

Committee Responsibilities:

  • Attend 30-45 minute quarterly committee meetings
  • Work with committee leadership on annual renewal campaign
  • E-mail welcome is generated for each new WIN member
  • Follow up on all membership inquiries referred from WIN Administration
  • Assist committee leadership in developing and executing member engagement events that focus on young professionals, learning and development, and networking
  • Coordinate with WIN administration on calendar coordination and event management for member-focused events
  • Attend program events to promote WIN and engage with new members; committee members are encouraged to attend events throughout the year as schedules permit

Programs

Carey Burke, Co-Chair
Jennifer Ciotti, Co-Chair
Laura Dolan
Kelly Hansen
Sue Harrison
Tracy Rogers
Christiana Sieverding
Courtney Short

Committee Responsibilities:

  • Work with sponsors and WIN executive team to create engaging program content of interest to WIN members
  • Coordinate with speakers and event coordinators (when an event is hosted by a WIN sponsor) to ensure events are engaging and interesting to attendees
  • Create program descriptions, craft an invitation, and prepare day-of material
  • Coordinate with other WIN committees to enhance the experience for our WIN members and WIN sponsors

Sponsorship

Laura Dolan, Co-Chair
Tracy Rogers, Co-Chair
Christina A. Kowalski, Community Relations

Committee Responsibilities:

  • Manage existing sponsor relationships and identify potential new sponsors
  • Participate in the sponsorship renewal process each fall
  • Participate in annual WIN planning for the upcoming year
  • Attend WIN events
  • Coordinate closely with the Administrator to distribute sponsorship-related information
  • Work with other WIN Committees to promote WIN